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iShares CMBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
51
Realta Investment Advisors
Delaware
$5K
FA
52
Faithward Advisors
Pennsylvania
$4K +$3.83K +72 New
GEA
53
Glen Eagle Advisors
New Jersey
$1.69K +$1.7K +32 New
LWA
54
Lenox Wealth Advisors
New York
$1K
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$1K
CAC
56
Certified Advisory Corp
Florida
$1K +$1.01K +19 New
WQ
57
Wealth Quarterback
New Jersey
$41 +$109K +2,061 New
HighTower Advisors
58
HighTower Advisors
Illinois
-$885K -16,573 Closed
AWM
59
AE Wealth Management
Kansas
-$288K -5,392 Closed
SS
60
Simplicity Solutions
Minnesota
-$288K -5,392 Closed
CC
61
Cedar Capital
Illinois
-$238K -4,453 Closed
MSAM
62
Moloney Securities Asset Management
Missouri
-$237K -4,437 Closed
FAAS
63
First Allied Advisory Services
California
-$27K -503 Closed
FNBOSM
64
First National Bank of South Miami
Florida
-$11K -200 Closed
BHWM
65
Bay Harbor Wealth Management
Maryland
-$10K -188 Closed
BFO
66
Biltmore Family Office
North Carolina
-$7K -136 Closed
RP
67
Rice Partnership
Hawaii
-$3K -50 Closed
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
-$1K -18 Closed
LAS
69
Lloyd Advisory Services
Georgia
+$159 +3 New