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iShares Mortgage Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$1.15M +$111K +3,327 +11%
Mariner
52
Mariner
Kansas
$1.13M
MA
53
Mutual Advisors
Nebraska
$1.04M +$984K +29,400 New
FTUS
54
Flow Traders U.S.
New York
$999K +$632K +18,876 +199%
SWM
55
Sculati Wealth Management
Michigan
$987K +$312K +9,323 +50%
TLFA
56
True Link Financial Advisors
California
$959K
BTWM
57
Baker Tilly Wealth Management
Wisconsin
$927K +$880K +26,303 New
RT
58
Rockland Trust
Massachusetts
$880K -$24.9K -744 -3%
RWP
59
RWA Wealth Partners
Massachusetts
$840K -$37.2K -1,110 -4%
PFO
60
Pathstone Family Office
New Jersey
$832K +$34.1K +1,019 +5%
BRWA
61
B. Riley Wealth Advisors
Florida
$821K -$7.93K -237 -1%
Citadel Advisors
62
Citadel Advisors
Florida
$781K -$9.56M -285,536 -93%
LCAM
63
London & Capital Asset Management
United Kingdom
$776K
SIC
64
Samalin Investment Counsel
New York
$765K +$14.4K +430 +2%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$760K -$4.52K -135 -0.6%
HI
66
Harbour Investments
Wisconsin
$735K +$698K +20,845 New
HIP
67
HUB Investment Partners
Texas
$729K -$528K -15,788 -43%
MCM
68
Monument Capital Management
Virginia
$695K -$22K -658 -3%
SF
69
Symphony Financial
Texas
$672K +$2.04K +61 +0.3%
FM
70
Family Management
New York
$663K -$555K -16,595 -47%
TNBTD
71
Trustmark National Bank Trust Department
Mississippi
$653K -$283K -8,468 -31%
BAM
72
Belpointe Asset Management
Nevada
$622K +$161K +4,821 +38%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$619K -$1.27M -37,818 -68%
Truist Financial
74
Truist Financial
North Carolina
$608K -$62.7K -1,872 -10%
SIAG
75
Safeguard Investment Advisory Group
California
$583K -$45.4K -1,356 -8%