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iShares Mortgage Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
51
Prospera Financial Services
Texas
$648K +$632K +14,591 New
BAM
52
Belpointe Asset Management
Nevada
$645K +$12.2K +282 +2%
State of Tennessee, Department of Treasury
53
State of Tennessee, Department of Treasury
Tennessee
$634K +$632K +14,600 New
RJFSA
54
Raymond James Financial Services Advisors
Florida
$585K -$7.19K -166 -1%
FAAS
55
First Allied Advisory Services
California
$578K +$38.7K +893 +7%
LGC
56
Laurel Grove Capital
California
$577K +$4.33K +100 +0.8%
ACM
57
Aviance Capital Management
Florida
$567K -$39.6K -915 -7%
RJT
58
Raymond James Trust
Florida
$549K +$547K +12,633 New
AGM
59
Alpine Global Management
New York
$526K +$524K +12,102 New
RIA
60
Regal Investment Advisors
Michigan
$497K +$33.7K +777 +7%
PO
61
Private Ocean
California
$489K
Stifel Financial
62
Stifel Financial
Missouri
$428K -$2.34K -54 -0.5%
PAG
63
Private Advisor Group
New Jersey
$421K +$166K +3,843 +66%
BCI
64
Brinker Capital Investments
Pennsylvania
$416K +$736 +17 +0.2%
BB
65
Bell Bank
North Dakota
$414K -$16.7K -385 -4%
BCM
66
Beck Capital Management
Texas
$412K -$4.98K -115 -1%
CF
67
Centaurus Financial
California
$387K +$386K +8,916 New
OAM
68
Oppenheimer Asset Management
New York
$383K -$9.31K -215 -2%
CRWM
69
Castle Rock Wealth Management
California
$372K +$155K +3,589 +72%
GWM
70
Greenwich Wealth Management
Connecticut
$364K +$1.47K +34 +0.4%
GCMG
71
Gyroscope Capital Management Group
Florida
$363K -$105K -2,430 -23%
AIP
72
ARS Investment Partners
New York
$361K
FTI
73
Fiduciary Trust International
Massachusetts
$341K
MC
74
Moors & Cabot
Massachusetts
$328K -$222K -5,135 -40%
RFC
75
Regions Financial Corp
Alabama
$326K -$13.4K -310 -4%