We are live on ! Find out more
MBB icon

iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
101
Brookstone Capital Management
Illinois
$31.8M +$1.93M +20,448 +6%
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$30.9M +$323K +3,420 +1%
AG
103
Ascent Group
Virginia
$29.4M +$3.2M +33,849 +12%
MWM
104
Modera Wealth Management
New Jersey
$29.3M +$1.34M +14,164 +5%
IA
105
Integrity Alliance
Iowa
$28.9M +$2.33M +24,633 +9%
CIM
106
Confluence Investment Management
Missouri
$28.7M -$2.78M -29,406 -9%
US Bancorp
107
US Bancorp
Minnesota
$28.4M -$1.22M -12,850 -4%
MWP
108
Meridian Wealth Partners
Pennsylvania
$28.1M +$1.63M +17,221 +6%
AA
109
Acorns Advisers
California
$28M +$1.85M +19,534 +7%
GRP
110
Global Retirement Partners
California
$27.4M +$27.4M +290,132 New
IGAM
111
iA Global Asset Management
Quebec, Canada
$26.9M +$14.1M +149,376 +111%
Financial Engines Advisors
112
Financial Engines Advisors
California
$26M +$5.1M +53,928 +24%
Federated Hermes
113
Federated Hermes
Pennsylvania
$25.1M -$8.5M -89,865 -25%
Cerity Partners
114
Cerity Partners
New York
$24.8M -$2.47M -26,164 -9%
JSA
115
Jacobson & Schmitt Advisors
Wisconsin
$24.4M +$881K +9,321 +4%
CC
116
Courier Capital
New York
$24.2M +$2.07M +21,907 +9%
KLI
117
Kelman-Lazarov Inc
Tennessee
$24M +$343K +3,625 +1%
CIC
118
Carnegie Investment Counsel
Ohio
$23.8M -$459K -4,851 -2%
HighTower Advisors
119
HighTower Advisors
Illinois
$23.7M +$1,000K +10,570 +4%
HGWM
120
Horst & Graben Wealth Management
Oregon
$23.5M +$1.35M +14,257 +6%
TIAA Trust, National Association
121
TIAA Trust, National Association
North Carolina
$23.1M -$35.8M -378,902 -61%
WAP
122
Wealthcare Advisory Partners
Pennsylvania
$22.9M +$592K +6,257 +3%
QFA
123
Quattro Financial Advisors
Texas
$22.8M +$16.1M +170,028 +237%
AWMS
124
Advocacy Wealth Management Services
Georgia
$22.5M +$892K +9,434 +4%
CBU
125
CIBC Bancorp USA
Illinois
$21.5M -$3.34M -35,302 -13%