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iShares CMBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APA
51
American Portfolios Advisors
New York
$22.9K
LAS
52
Lloyd Advisory Services
Georgia
$19K -$108 -2 -0.6%
LDFR
53
Lehman & Derafelo Financial Resources
Pennsylvania
$16K
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$12K +$5.23K +97 +75%
CL
55
Cabana LLC
Arkansas
$10K +$10.3K +191 New
CAN
56
Cetera Advisor Networks
California
$6K +$5.39K +100 New
Fidelity Investments
57
Fidelity Investments
Massachusetts
$5K -$8.41K -156 -63%
AssetMark Inc
58
AssetMark Inc
California
$4K
BWM
59
BerganKDV Wealth Management
Minnesota
$4K +$3.45K +64 New
TI
60
tru Independence
Oregon
$3K +$3.88K +72 New
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$2K -$799K -14,819 -100%
GEA
62
Glen Eagle Advisors
New Jersey
$1.76K
William Blair & Company
63
William Blair & Company
Illinois
$1K -$1.24K -23 -68%
LWA
64
Lenox Wealth Advisors
New York
$1K
CHAM
65
Clear Harbor Asset Management
Connecticut
-$587K -10,940 Closed
Baird Financial Group
66
Baird Financial Group
Wisconsin
-$213K -3,974 Closed
MML Investors Services
67
MML Investors Services
Massachusetts
-$213K -3,958 Closed
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
-$209K -3,894 Closed
EWF
69
Epstein & White Financial
California
-$207K -3,862 Closed
EWM
70
Elmwood Wealth Management
California
-$20.1K -400 Closed
FA
71
Faithward Advisors
Pennsylvania
-$4K -72 Closed
TF
72
Tompkins Financial
New York
-$3K -50 Closed
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
-$1K -23 Closed
IF
74
Ironwood Financial
Arizona
+$377 +7 New