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iShares Mortgage Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$1.15M -$38.9K -1,061 -3%
SWM
52
Sculati Wealth Management
Michigan
$1.12M +$79.6K +2,171 +8%
TLFA
53
True Link Financial Advisors
California
$1.01M -$550 -15 -0.1%
Creative Planning
54
Creative Planning
Kansas
$992K +$744K +20,296 +315%
RIA
55
Regal Investment Advisors
Michigan
$981K +$969K +26,434 New
PAS
56
Park Avenue Securities
New York
$951K -$280K -7,649 -23%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$917K +$116K +3,162 +15%
Truist Financial
58
Truist Financial
North Carolina
$910K +$267K +7,272 +42%
RT
59
Rockland Trust
Massachusetts
$909K -$17.1K -466 -2%
PFO
60
Pathstone Family Office
New Jersey
$889K +$12.6K +345 +1%
HI
61
Harbour Investments
Wisconsin
$858K +$83K +2,265 +11%
BRWA
62
B. Riley Wealth Advisors
Florida
$857K -$6.96K -190 -0.8%
OPA
63
Old Port Advisors
Maine
$820K +$364K +9,942 +76%
LCAM
64
London & Capital Asset Management
United Kingdom
$817K
Jane Street
65
Jane Street
New York
$752K +$263K +7,170 +55%
BAAM
66
Baker Avenue Asset Management
California
$750K +$741K +20,215 New
HIP
67
HUB Investment Partners
Texas
$722K -$45.4K -1,240 -6%
SIC
68
Samalin Investment Counsel
New York
$707K -$97.9K -2,670 -12%
SIAG
69
Safeguard Investment Advisory Group
California
$706K +$91.2K +2,489 +15%
SF
70
Symphony Financial
Texas
$683K -$18.8K -513 -3%
FFWM
71
Future Financial Wealth Management
Ohio
$656K +$46.9K +1,280 +8%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$629K -$1.36M -37,126 -69%
FM
73
Family Management
New York
$614K -$82.8K -2,260 -12%
TRCT
74
Tower Research Capital (TRC)
New York
$610K +$603K +16,441 New
Ameriprise
75
Ameriprise
Minnesota
$594K -$3.16M -86,274 -84%