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SMBS

Schwab Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
26
Aptus Capital Advisors
Alabama
$26.7K +$16.5K +648 +165%
HR
27
Howe & Rusling
New York
$26.1K +$25.8K +1,014 New
MA
28
MCF Advisors
Kentucky
$25.5K +$3.76K +148 +18%
SGK
29
Steigerwald Gordon & Koch
Virginia
$23.8K +$23.5K +926 New
CFB
30
Cullen/Frost Bankers
Texas
$23.3K +$23K +905 New
HI
31
Harbour Investments
Wisconsin
$20.8K +$279 +11 +1%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$19.8K -$2.62K -103 -12%
FFA
33
Farther Finance Advisors
California
$14.6K +$10.6K +419 +281%
BI
34
Binnacle Investments
Iowa
$14K
GGI
35
Godsey & Gibb Inc
Virginia
$12.5K +$12.3K +486 New
RFP
36
Root Financial Partners
California
$11.7K +$11.6K +457 New
MCM
37
MAI Capital Management
Ohio
$9.9K +$9.78K +385 New
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$8.69K +$8.59K +338 New
BCWM
39
Bartlett & Co Wealth Management
Ohio
$8.59K +$8.49K +334 New
Wells Fargo
40
Wells Fargo
California
$8.1K +$5.06K +199 +172%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$6.68K +$6.61K +260 New
UBS Group
42
UBS Group
Switzerland
$5.63K +$279 +11 +5%
WANY
43
Wealthspire Advisors (New York)
New York
$5.58K +$5.51K +217 New
AWM
44
AE Wealth Management
Kansas
$5.3K +$5.23K +206 New
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$5K +$5.03K +198 New
FMP
46
Financial Management Professionals
Texas
$2.96K
S
47
SignatureFD
Georgia
$2.6K +$2.57K +101 New
HWP
48
Highline Wealth Partners
California
$2.21K
AssetMark Inc
49
AssetMark Inc
California
$2.11K +$2.08K +82 New
AF
50
Allworth Financial
California
$1.39K +$1.37K +54 New