MBL Wealth, LLC

Q3 2021 13F Detailed Holdings

Location
Charlotte, NC
Holdings as of
9/30/2021
Value ($000)
$289,146
Num holdings
74
Date filed
10/25/2021
Form type
13F-HR
Prev filing
5/27/2021
Next filing
5/2/2022
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Baird Financial Group, Inc. 028-16981
2 Capital Wealth Planning, LLC 028-15439
3 Columbia Management Investment Advisers, LLC 028-10477
4 MBL Advisors 028-20875
5 Parametric Portfolio Associates LLC 028-04558