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iShares CMBS ETF
CMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$93M +$6.88M +126,125 +8%
Wells Fargo
2
Wells Fargo
California
$40.1M +$11.9M +218,078 +42%
UBS Group
3
UBS Group
Switzerland
$39.2M +$5.12M +93,832 +15%
RVPG
4
Relative Value Partners Group
$36M +$1.61M +29,499 +5%
Jane Street
5
Jane Street
New York
$26.2M +$26.1M +478,547 +7,055%
LPL Financial
6
LPL Financial
California
$25.7M +$1.75M +32,186 +7%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$24.7M +$1.22M +22,330 +5%
DJSG
8
D.J. St. Germain
Massachusetts
$21.9M -$989K -18,131 -4%
BWL
9
Bogart Wealth LLC
Virginia
$21.3M -$19.4M -355,573 -47%
Bank of America
10
Bank of America
North Carolina
$21.2M +$1.27M +23,329 +6%
GC
11
Guggenheim Capital
Illinois
$18.6M -$955K -17,510 -5%
TIM
12
Tortoise Investment Management
New York
$16.7M +$1.92M +35,255 +13%
ACM
13
Advisors Capital Management
New Jersey
$15.6M +$772K +14,159 +5%
First Trust Advisors
14
First Trust Advisors
Illinois
$12.3M +$867K +15,896 +8%
AWM
15
AE Wealth Management
Kansas
$7.99M +$476K +8,727 +6%
FIM
16
Freedom Investment Management
Connecticut
$7.36M +$203K +3,718 +3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.23M -$92K -1,688 -2%
CBT
18
Central Bank & Trust
Kentucky
$3.84M -$87.7K -1,609 -2%
FA
19
Fermata Advisors
California
$3.42M +$2.6M +47,602 +304%
HCA
20
Heck Capital Advisors
Wisconsin
$2.79M +$35.9K +659 +1%
AA
21
Advisory Alpha
Michigan
$2.63M +$872K +15,995 +49%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$2.5M +$664K +12,170 +36%
Citadel Advisors
23
Citadel Advisors
Florida
$2.47M +$642K +11,768 +35%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.43M +$800K +14,676 +49%
AI
25
Atria Investments
North Carolina
$2.39M +$2.41M +44,275 New
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