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iShares CMBS ETF
CMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
1
Jane Street
New York
$71.3M +$50.6M +1,043,848 +238%
Morgan Stanley
2
Morgan Stanley
New York
$59.4M +$2.87M +59,299 +5%
Wells Fargo
3
Wells Fargo
California
$49.4M +$4.35M +89,890 +10%
UBS Group
4
UBS Group
Switzerland
$32.8M -$2.14M -44,228 -6%
LPL Financial
5
LPL Financial
California
$30.4M +$11.9M +245,526 +63%
PFO
6
Pathstone Family Office
New Jersey
$27.4M +$27.6M +569,033 New
BWM
7
BerganKDV Wealth Management
Minnesota
$26.8M +$2.64M +54,479 +11%
DJSG
8
D.J. St. Germain
Massachusetts
$20.8M +$1.02M +21,073 +5%
Bank of America
9
Bank of America
North Carolina
$17.6M -$2.09M -43,233 -11%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$17.6M +$822K +16,975 +5%
GC
11
Guggenheim Capital
Illinois
$17M +$349K +7,196 +2%
TIM
12
Tortoise Investment Management
New York
$16.8M +$540K +11,152 +3%
ACM
13
Advisors Capital Management
New Jersey
$13.6M -$10.6M -218,262 -44%
AWM
14
AE Wealth Management
Kansas
$6.28M -$434K -8,955 -6%
HCA
15
Heck Capital Advisors
Wisconsin
$5.98M -$103K -2,135 -2%
FIM
16
Freedom Investment Management
Connecticut
$3.31M -$463K -9,558 -12%
AIA
17
Avalon Investment & Advisory
Texas
$3.25M -$161K -3,319 -5%
PJSIMP
18
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.9M +$2.93M +60,491 New
FA
19
Fermata Advisors
California
$2.43M -$860K -17,764 -26%
KWA
20
KCS Wealth Advisory
California
$2.22M +$1.91M +39,377 +584%
Franklin Resources
21
Franklin Resources
California
$2.04M – – –
AA
22
Advisory Alpha
Michigan
$1.95M +$92.5K +1,910 +5%
OMC
23
Old Mission Capital
Illinois
$1.9M +$1.92M +39,548 New
RVPG
24
Relative Value Partners Group
$1.89M -$17.9M -368,746 -90%
BlackRock
25
BlackRock
New York
$1.86M -$3.97M -81,959 -68%
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