We are live on ! Find out more
MBB icon

iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCG
801
Breakwater Capital Group
New Jersey
$250K +$6.21K +65 +3%
AWM
802
Activest Wealth Management
Florida
$249K – – –
A
803
Argentarii
Ohio
$249K +$32K +335 +15%
CTA
804
Chesley Taft & Associates
Illinois
$249K +$20.7K +217 +9%
OPWM
805
Oxinas Partners Wealth Management
Indiana
$248K +$249K +2,610 New
EWM
806
Evolution Wealth Management
Florida
$247K -$1.81K -19 -0.7%
GW
807
Graetz Wealth
Michigan
$246K +$955 +10 +0.4%
CFB
808
Cullen/Frost Bankers
Texas
$246K +$57.4K +601 +30%
MCM
809
Mill Capital Management
North Carolina
$245K +$50.1K +524 +25%
AO
810
Advisor OS
Illinois
$245K +$246K +2,579 New
OWP
811
Obermeyer Wealth Partners
Colorado
$241K -$28.8K -301 -11%
LFG
812
Lockerman Financial Group
California
$240K +$242K +2,532 New
CWM
813
C2C Wealth Management
Arizona
$240K – – –
IAIM
814
International Assets Investment Management
Florida
$240K +$5.16K +54 +2%
PCG
815
Prosperity Consulting Group
Maryland
$238K -$15.2K -159 -6%
SI
816
Stirlingshire Investments
New York
$238K -$17.1K -179 -7%
RCM
817
Raleigh Capital Management
North Carolina
$237K +$61.6K +645 +35%
ESB
818
Essex Savings Bank
Connecticut
$235K -$4.78K -50 -2%
AA
819
Armis Advisers
Georgia
$234K -$16.8K -176 -7%
MSFS
820
Main Street Financial Solutions
Pennsylvania
$234K +$3.44K +36 +1%
AWM
821
Avior Wealth Management
Nebraska
$233K -$4.2K -44 -2%
YIM
822
Yoffe Investment Management
Pennsylvania
$233K – – –
Empower Advisory Group
823
Empower Advisory Group
Colorado
$232K +$233K +2,444 New
CWMK
824
Caliber Wealth Management (Kansas)
Kansas
$228K +$8.41K +88 +4%
PFWA
825
Paces Ferry Wealth Advisors
Georgia
$227K +$2.39K +25 +1%