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iShares Mortgage Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSI
51
Pinnacle Summer Investments
Virginia
$456K +$463K +9,500 New
TC
52
Telemus Capital
Michigan
$444K +$451K +9,250 New
SF
53
Synovus Financial
Georgia
$436K +$18.9K +388 +4%
MFS
54
MSI Financial Services
Massachusetts
$400K +$34.4K +706 +9%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$397K +$72.4K +1,484 +22%
CAN
56
Cetera Advisor Networks
California
$387K +$199K +4,085 +104%
BB
57
Bell Bank
North Dakota
$377K -$758K -15,535 -66%
SG Americas Securities
58
SG Americas Securities
New York
$314K +$319K +6,542 New
FAAS
59
First Allied Advisory Services
California
$312K -$61.9K -1,269 -16%
SAC
60
Smith Affiliated Capital
New York
$280K
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$246K -$128K -2,623 -34%
EWM
62
Edge Wealth Management
New York
$240K +$61K +1,250 +33%
CCG
63
Cypress Capital Group
Florida
$236K -$634 -13 -0.3%
PI
64
Placemark Investments
Illinois
$225K -$643K -13,176 -74%
Ameriprise
65
Ameriprise
Minnesota
$221K +$47.6K +976 +27%
HF
66
Hoxton Financial
West Virginia
$212K -$54.1K -1,109 -20%
KFS
67
KMS Financial Services
Washington
$212K +$86.6K +1,775 +67%
VF
68
Virtu Financial
New York
$199K +$202K +4,145 New
OC
69
Oarsman Capital
Wisconsin
$190K +$1.56K +32 +0.8%
DS
70
DRW Securities
Illinois
$167K +$163K +3,336 New
ICOA
71
Investment Centers of America
North Dakota
$158K +$29.9K +612 +23%
IWC
72
Integrated Wealth Counsel
California
$157K +$159K +3,266 New
Creative Planning
73
Creative Planning
Kansas
$143K -$156K -3,205 -52%
AI
74
Atria Investments
North Carolina
$138K +$140K +2,873 New
TNBTD
75
Trustmark National Bank Trust Department
Mississippi
$131K -$30.7K -630 -19%