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iShares CMBS ETF
CMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$86.7M +$6.15M +113,318 +8%
BWL
2
Bogart Wealth LLC
Virginia
$40.7M +$11.1M +203,973 +37%
RVPG
3
Relative Value Partners Group
$34.6M +$9.06M +167,025 +36%
UBS Group
4
UBS Group
Switzerland
$34.3M +$14.3M +263,676 +72%
Wells Fargo
5
Wells Fargo
California
$28.5M +$9.25M +170,591 +48%
LPL Financial
6
LPL Financial
California
$24.1M +$2.46M +45,381 +11%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$23.6M +$1.01M +18,628 +4%
DJSG
8
D.J. St. Germain
Massachusetts
$23.1M -$1.53M -28,127 -6%
Bank of America
9
Bank of America
North Carolina
$20.1M -$2.21M -40,737 -10%
GC
10
Guggenheim Capital
Illinois
$19.6M +$758K +13,981 +4%
ACM
11
Advisors Capital Management
New Jersey
$14.9M +$2.62M +48,331 +21%
TIM
12
Tortoise Investment Management
New York
$14.9M +$5.3M +97,741 +55%
First Trust Advisors
13
First Trust Advisors
Illinois
$11.5M +$3.25M +59,844 +39%
AWM
14
AE Wealth Management
Kansas
$7.57M +$1.27M +23,364 +20%
FIM
15
Freedom Investment Management
Connecticut
$7.2M -$151K -2,789 -2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.35M +$1.15M +21,162 +27%
CBT
17
Central Bank & Trust
Kentucky
$3.95M +$802K +14,785 +26%
HCA
18
Heck Capital Advisors
Wisconsin
$2.77M +$59.6K +1,098 +2%
Franklin Resources
19
Franklin Resources
California
$2.31M – – –
BlackRock
20
BlackRock
New York
$2.24M +$54 +1 +0%
CWA
21
Centennial Wealth Advisory
Michigan
$1.85M +$538K +9,927 +41%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.85M +$1.51M +27,789 +446%
Citadel Advisors
23
Citadel Advisors
Florida
$1.84M -$217 -4 -0%
AA
24
Advisory Alpha
Michigan
$1.78M +$585K +10,775 +49%
Truist Financial
25
Truist Financial
North Carolina
$1.65M +$63.6K +1,172 +4%
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