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iShares Mortgage Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAMC
76
Asset Allocation & Management Company
Illinois
$219K
OC
77
Oppenheimer & Co
New York
$208K -$33.1K -1,119 -13%
Bessemer Group
78
Bessemer Group
New Jersey
$203K
MA
79
MCF Advisors
Kentucky
$173K
BAM
80
Belpointe Asset Management
Nevada
$172K -$243K -8,225 -56%
APA
81
American Portfolios Advisors
New York
$110K -$74K -2,500 -38%
SMFG
82
Sumitomo Mitsui Financial Group
Japan
$101K +$87.6K +2,960 +362%
CI
83
CX Institutional
Indiana
$90K +$99.5K +3,363 New
CFD
84
Creative Financial Designs
Indiana
$71K +$3.43K +116 +5%
PMFA
85
Plante Moran Financial Advisors
Michigan
$56K +$62.1K +2,100 New
CSB
86
City State Bank
Iowa
$41K -$31.1K -1,050 -41%
PO
87
Private Ocean
California
$38K
William Blair & Company
88
William Blair & Company
Illinois
$35K
FRA
89
Front Row Advisors
California
$33K
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$32K +$6.27K +212 +21%
CG
91
Cutler Group
California
$28K -$104K -3,522 -77%
GRP
92
Global Retirement Partners
California
$25K
AWM
93
Accel Wealth Management
Iowa
$23K
GWM
94
Geneos Wealth Management
Colorado
$19K
PTC
95
Private Trust Company
Ohio
$19K +$21.4K +723 New
FFA
96
Founders Financial Alliance
North Carolina
$16K
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$15K -$17.6K -595 -51%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$14K -$22.1K -746 -59%
VVP
99
Venture Visionary Partners
Ohio
$13.4K +$14.8K +500 New
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$13K