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iShares CMBS ETF
CMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$63.4M +$2.27M +49,595 +4%
Wells Fargo
2
Wells Fargo
California
$23.9M -$14.9M -325,342 -38%
BWM
3
BerganKDV Wealth Management
Minnesota
$21.6M -$6.75M -147,754 -24%
UBS Group
4
UBS Group
Switzerland
$19.9M -$6.09M -133,202 -24%
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$17.4M +$257K +5,628 +2%
PFO
6
Pathstone Family Office
New Jersey
$17.2M -$7.97M -174,502 -32%
TIM
7
Tortoise Investment Management
New York
$15.7M -$306K -6,705 -2%
Jane Street
8
Jane Street
New York
$15M -$35.2M -771,297 -70%
Bank of America
9
Bank of America
North Carolina
$14.8M +$4.1M +89,802 +39%
GC
10
Guggenheim Capital
Illinois
$14M -$1.37M -29,880 -9%
LPL Financial
11
LPL Financial
California
$13.2M -$11.1M -241,954 -46%
AWM
12
AE Wealth Management
Kansas
$6.68M +$998K +21,833 +18%
HCA
13
Heck Capital Advisors
Wisconsin
$5.75M -$32.3K -708 -0.6%
PJSIMP
14
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.77M +$1.74M +38,126 +58%
FA
15
Fermata Advisors
California
$4.14M +$1.93M +42,184 +88%
Ameriprise
16
Ameriprise
Minnesota
$3.96M +$3.94M +86,156 New
LFA
17
LGT Financial Advisors
Texas
$3.68M +$3.66M +80,142 New
FIM
18
Freedom Investment Management
Connecticut
$2.95M -$72.9K -1,595 -2%
IWP
19
Insight Wealth Partners
Texas
$2.05M +$394K +8,623 +24%
Franklin Resources
20
Franklin Resources
California
$1.98M +$32K +700 +2%
AA
21
Advisory Alpha
Michigan
$1.92M -$243K -5,328 -11%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.8M +$88.5K +1,937 +5%
BlackRock
23
BlackRock
New York
$1.6M -$183K -3,995 -10%
LWM
24
Laidlaw Wealth Management
New York
$1.58M -$55K -1,204 -3%
First Trust Advisors
25
First Trust Advisors
Illinois
$1.49M +$49.9K +1,093 +3%
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