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iShares Mortgage Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
51
Edge Wealth Management
New York
$925K -$464K -10,933 -33%
SF
52
Synovus Financial
Georgia
$872K -$47.6K -1,123 -5%
MWM
53
Merriman Wealth Management
Washington
$840K -$545K -12,857 -39%
GA
54
Geneva Advisors
Illinois
$773K +$114K +2,678 +17%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$730K -$613K -14,453 -45%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$709K +$31.3K +737 +5%
FAAS
57
First Allied Advisory Services
California
$707K +$30.2K +713 +4%
PAS
58
Partnervest Advisory Services
California
$614K -$26.3K -621 -4%
IWC
59
Integrated Wealth Counsel
California
$579K -$66.2K -1,561 -10%
CAN
60
Cetera Advisor Networks
California
$554K +$228K +5,382 +69%
ACM
61
Alpha Capital Management
Texas
$553K +$55.3K +1,303 +11%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$553K +$76.7K +1,808 +16%
CB
63
Community Bank
New York
$526K
NA
64
Nottingham Advisors
New York
$526K
LGC
65
Laurel Grove Capital
California
$524K +$35K +825 +7%
AI
66
Atria Investments
North Carolina
$519K +$379K +8,926 +261%
SPC
67
Sigma Planning Corp
Michigan
$502K +$64.8K +1,528 +15%
BCM
68
Beck Capital Management
Texas
$501K -$27.9K -658 -5%
CS
69
Credit Suisse
Switzerland
$497K +$501K +11,824 New
PO
70
Private Ocean
California
$474K
VKH
71
Virtu KCG Holdings
New York
$464K -$603K -14,229 -56%
WWM
72
Willingdon Wealth Management
North Carolina
$461K +$122K +2,865 +35%
N
73
Natixis
France
$453K -$143K -3,363 -24%
RIA
74
Regal Investment Advisors
Michigan
$424K +$297K +7,007 +227%
FTI
75
Fiduciary Trust International
Massachusetts
$420K