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iShares Mortgage Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
51
Samalin Investment Counsel
New York
$644K +$94.4K +3,190 +15%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$570K -$7.07K -239 -1%
FFWM
53
Future Financial Wealth Management
Ohio
$505K
HIP
54
HUB Investment Partners
Texas
$502K
PAG
55
Private Advisor Group
New Jersey
$487K -$66.7K -2,253 -11%
SF
56
Symphony Financial
Texas
$487K +$178 +6 +0%
Ameriprise
57
Ameriprise
Minnesota
$365K -$33.1K -1,119 -8%
FTUS
58
Flow Traders U.S.
New York
$362K +$401K +13,555 New
HIS
59
Harvest Investment Services
Illinois
$343K +$1.83K +62 +0.5%
CC
60
Claybrook Capital
Massachusetts
$335K
JPLA
61
Joseph P. Lucia & Associates
New York
$321K +$36.5K +1,233 +11%
PFO
62
Pathstone Family Office
New Jersey
$314K +$9.06K +306 +3%
Truist Financial
63
Truist Financial
North Carolina
$307K -$121K -4,094 -26%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$273K
KAS
65
Kestra Advisory Services
Texas
$270K -$44.4K -1,500 -13%
RPCA
66
Running Point Capital Advisors
California
$267K
RJFSA
67
Raymond James Financial Services Advisors
Florida
$261K -$19.5K -658 -6%
BFA
68
Beacon Financial Advisory
Ohio
$260K +$21.8K +736 +8%
VAG
69
VisionPoint Advisory Group
Texas
$248K -$562K -19,004 -70%
MFS
70
Mirabella Financial Services
United Kingdom
$245K +$271K +9,150 New
CW
71
CreativeOne Wealth
Kansas
$238K +$5.33K +180 +2%
OPA
72
Old Port Advisors
Maine
$235K -$208K -7,022 -45%
AWS
73
Atria Wealth Solutions
New York
$230K +$255K +8,605 New
SIM
74
SSI Investment Management
California
$222K
SPIA
75
Steward Partners Investment Advisory
New York
$220K