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iShares CMBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bogart Wealth LLC
76
Bogart Wealth LLC
Virginia
$14.9K – – –
Geneos Wealth Management
77
Geneos Wealth Management
Colorado
$13K -$13.4K -276 -51%
Global Retirement Partners
78
Global Retirement Partners
California
$11K +$11K +227 New
Quest 10 Wealth Builders
79
Quest 10 Wealth Builders
Virginia
$9.39K +$1.75K +36 +23%
SEP
80
Signature Equity Partners
Ohio
$7.05K -$7.44K -153 -51%
Farther Finance Advisors
81
Farther Finance Advisors
California
$4.48K – – –
Rossby Financial
82
Rossby Financial
Florida
$3.65K – – –
Institute for Wealth Management
83
Institute for Wealth Management
Colorado
$3.31K +$3.31K +68 New
Qube Research & Technologies (QRT)
84
Qube Research & Technologies (QRT)
United Kingdom
$2.24K – – –
IMG Wealth Management
85
IMG Wealth Management
Florida
$1.58K – – –
TAP
86
Tounjian Advisory Partners
Florida
$1.31K -$592K -12,159 -100%
Arax Advisory Partners
87
Arax Advisory Partners
Colorado
$633 -$1.36K -28 -68%
Compass Financial Management
88
Compass Financial Management
Florida
$341 +$341 +7 New
APFP
89
Action Point Financial Planning
Michigan
$222 +$243 +5 New
Spurstone Advisory Services
90
Spurstone Advisory Services
Connecticut
$97 – – –
Kingdom Financial Group
91
Kingdom Financial Group
Arizona
$49 +$49 +1 New
Sykon Capital
92
Sykon Capital
New York
– -$3.51M -72,009 Closed
Goldman Sachs
93
Goldman Sachs
New York
– -$3.03M -62,185 Closed
Beacon Pointe Advisors
94
Beacon Pointe Advisors
California
– -$2.02M -41,523 Closed
Maia Wealth
95
Maia Wealth
Colorado
– -$983K -20,174 Closed
Quantinno Capital Management
96
Quantinno Capital Management
New York
– -$220K -4,519 Closed
MAI Capital Management
97
MAI Capital Management
Ohio
– -$141K -2,900 Closed
Guardian Wealth Advisors (North Carolina)
98
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$48.4K -993 Closed
US Bancorp
99
US Bancorp
Minnesota
– -$9.7K -200 Closed
Cullen/Frost Bankers
100
Cullen/Frost Bankers
Texas
– -$237 -5 Closed