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iShares Mortgage Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSS
76
Two Sigma Securities
New York
$457K +$485K +11,435 New
HIS
77
Harvest Investment Services
Illinois
$455K +$448K +10,546 New
PO
78
Private Ocean
California
$450K
SMFG
79
Sumitomo Mitsui Financial Group
Japan
$434K
JLBC
80
J.L. Bainbridge & Co
Florida
$433K -$61.5K -1,448 -12%
ACM
81
Aviance Capital Management
Florida
$399K -$71.9K -1,693 -15%
Jane Street
82
Jane Street
New York
$377K +$96.2K +2,267 +32%
RJT
83
Raymond James Trust
Florida
$367K -$216K -5,090 -36%
ACM
84
Alethea Capital Management
Washington
$350K -$1.1K -26 -0.3%
GWM
85
Greenwich Wealth Management
Connecticut
$345K +$2.93K +69 +0.8%
Stifel Financial
86
Stifel Financial
Missouri
$343K -$52.6K -1,240 -13%
OAM
87
Oppenheimer Asset Management
New York
$342K -$4.37K -103 -1%
WP
88
WealthPLAN Partners
Nebraska
$340K -$141K -3,333 -30%
SWM
89
Sanctuary Wealth Management
Idaho
$321K +$341K +8,037 New
TWM
90
TLW Wealth Management
Florida
$321K +$341K +8,037 New
BB
91
Bell Bank
North Dakota
$305K
FTI
92
Fiduciary Trust International
Massachusetts
$300K
RFC
93
Regions Financial Corp
Alabama
$300K
1IA
94
1834 Investment Advisors
Wisconsin
$278K +$21.2K +499 +8%
SS
95
Simplicity Solutions
Minnesota
$277K +$294K +6,917 New
Creative Planning
96
Creative Planning
Kansas
$270K -$19.1K -450 -6%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$260K +$163K +3,841 +144%
MA
98
MCF Advisors
Kentucky
$258K
EWM
99
Executive Wealth Management
Michigan
$247K +$263K +6,186 New
SPC
100
Sigma Planning Corp
Michigan
$246K -$24.1K -568 -8%