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iShares CMBS ETF
CMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$79.7M +$30.2M +553,134 +60%
BWL
2
Bogart Wealth LLC
Virginia
$29.4M +$29.8M +545,024 New
RVPG
3
Relative Value Partners Group
$25.3M +$14.9M +272,632 +138%
DJSG
4
D.J. St. Germain
Massachusetts
$24.3M -$1.23M -22,432 -5%
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$22.4M +$1.7M +31,144 +8%
Bank of America
6
Bank of America
North Carolina
$22.1M -$1.14M -20,855 -5%
LPL Financial
7
LPL Financial
California
$21.5M -$3.5M -64,037 -14%
UBS Group
8
UBS Group
Switzerland
$19.8M +$3.17M +58,076 +19%
Wells Fargo
9
Wells Fargo
California
$19.1M +$13M +237,931 +205%
GC
10
Guggenheim Capital
Illinois
$18.7M -$510K -9,335 -3%
ACM
11
Advisors Capital Management
New Jersey
$12.2M +$871K +15,942 +8%
TIM
12
Tortoise Investment Management
New York
$9.49M +$9.63M +176,253 New
First Trust Advisors
13
First Trust Advisors
Illinois
$8.19M +$8.31M +152,012 New
FIM
14
Freedom Investment Management
Connecticut
$7.28M +$3.59M +65,734 +95%
AWM
15
AE Wealth Management
Kansas
$6.24M +$1.3M +23,695 +26%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.16M +$3M +54,869 +246%
CBT
17
Central Bank & Trust
Kentucky
$3.11M -$151K -2,755 -5%
HCA
18
Heck Capital Advisors
Wisconsin
$2.68M +$161K +2,948 +6%
Franklin Resources
19
Franklin Resources
California
$2.29M – – –
BlackRock
20
BlackRock
New York
$2.22M -$408K -7,459 -15%
Citadel Advisors
21
Citadel Advisors
Florida
$1.82M -$1.86M -34,040 -50%
Truist Financial
22
Truist Financial
North Carolina
$1.57M +$1.26M +23,039 +382%
IWP
23
Insight Wealth Partners
Texas
$1.48M +$31.7K +579 +2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.41M +$134K +2,446 +10%
CWA
25
Centennial Wealth Advisory
Michigan
$1.3M +$106K +1,943 +9%
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