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iShares CMBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
76
Bogart Wealth LLC
Virginia
$14.9K
GWM
77
Geneos Wealth Management
Colorado
$13K -$13.4K -276 -51%
GRP
78
Global Retirement Partners
California
$11K +$11K +227 New
Q1WB
79
Quest 10 Wealth Builders
Virginia
$9.39K +$1.75K +36 +23%
SEP
80
Signature Equity Partners
Ohio
$7.05K -$7.45K -153 -51%
FFA
81
Farther Finance Advisors
California
$4.48K
RF
82
Rossby Financial
Florida
$3.65K
IFWM
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
IWM
85
IMG Wealth Management
Florida
$1.58K
TAP
86
Tounjian Advisory Partners
Florida
$1.31K -$592K -12,159 -100%
AAP
87
Arax Advisory Partners
Colorado
$633 -$1.36K -28 -68%
CFM
88
Compass Financial Management
Florida
$341 +$341 +7 New
APFP
89
Action Point Financial Planning
Michigan
$222 +$243 +5 New
IWC
90
Integrated Wealth Concepts
Massachusetts
$105 +$97 +2 New
SAS
91
Spurstone Advisory Services
Connecticut
$97
KFG
92
Kingdom Financial Group
Arizona
$49 +$49 +1 New
SC
93
Sykon Capital
New York
-$3.51M -72,009 Closed
Goldman Sachs
94
Goldman Sachs
New York
-$3.03M -62,185 Closed
BPA
95
Beacon Pointe Advisors
California
-$2.02M -41,523 Closed
MW
96
Maia Wealth
Colorado
-$983K -20,174 Closed
QCM
97
Quantinno Capital Management
New York
-$220K -4,519 Closed
MCM
98
MAI Capital Management
Ohio
-$141K -2,900 Closed
GWANC
99
Guardian Wealth Advisors (North Carolina)
North Carolina
-$48.4K -993 Closed
US Bancorp
100
US Bancorp
Minnesota
-$9.75K -200 Closed