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iShares CMBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LDFR
76
Lehman & Derafelo Financial Resources
Pennsylvania
$14K +$14.5K +300 New
Simplex Trading
77
Simplex Trading
Illinois
$9K +$9.69K +200 New
SSB
78
Sandy Spring Bank
Maryland
$7K +$7.46K +154 New
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$6K +$6.44K +133 New
CFD
80
Creative Financial Designs
Indiana
$4K
AFG
81
Albion Financial Group
Utah
$3K
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$3K
FMP
83
Financial Management Professionals
Texas
$3K +$3.2K +66 New
FHA
84
First Horizon Advisors
Tennessee
$3K +$3.49K +72 New
GEA
85
Glen Eagle Advisors
New Jersey
$1.54K
TC
86
Trust Company
Kansas
$1K
EVM
87
Eaton Vance Management
Massachusetts
-$27.5M -550,821 Closed
Schroder Investment Management Group
88
Schroder Investment Management Group
United Kingdom
-$1.48M -29,741 Closed
SI
89
Stephens Inc
Arkansas
-$432K -8,658 Closed
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
-$419K -8,650 Closed
HighTower Advisors
91
HighTower Advisors
Illinois
-$360K -7,367 Closed
5L
92
55I LLC
Massachusetts
-$364K -7,293 Closed
Truist Financial
93
Truist Financial
North Carolina
-$316K -6,339 Closed
FZCM
94
Flynn Zito Capital Management
New York
-$280K -5,616 Closed
FA
95
FDx Advisors
Illinois
-$248K -4,965 Closed
EH
96
Equitable Holdings
New York
-$228K -4,565 Closed
EWA
97
EP Wealth Advisors
California
-$138K -2,773 Closed
LAS
98
Lloyd Advisory Services
Georgia
-$39K -790 Closed
First Manhattan
99
First Manhattan
New York
-$28K -575 Closed
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
-$27K -551 Closed