We are live on ! Find out more
REM icon

iShares Mortgage Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$251K +$36.5K +1,531 +15%
BAM
77
BTS Asset Management
Massachusetts
$249K +$24 +1 +0%
AFG
78
Atomi Financial Group
New York
$245K +$267K +11,200 New
JPLA
79
Joseph P. Lucia & Associates
New York
$229K
Truist Financial
80
Truist Financial
North Carolina
$227K +$979 +41 +0.4%
BFA
81
Beacon Financial Advisory
Ohio
$225K +$2.96K +124 +1%
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$223K
SIM
83
Seaview Investment Managers
Florida
$223K +$8.02K +336 +3%
NCM
84
Novare Capital Management
North Carolina
$218K +$239K +10,000 New
JP Morgan Chase
85
JP Morgan Chase
New York
$199K -$3.54M -148,138 -94%
SPIA
86
Steward Partners Investment Advisory
New York
$189K +$11.6K +485 +6%
MA
87
MCF Advisors
Kentucky
$141K
ASN
88
Advisory Services Network
Georgia
$130K -$41.8K -1,750 -23%
BAM
89
Belpointe Asset Management
Nevada
$103K +$6.73K +282 +6%
HCM
90
Hollencrest Capital Management
California
$77.7K
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$75K +$70.9K +2,972 +626%
SMFG
92
Sumitomo Mitsui Financial Group
Japan
$73.5K -$26.6K -1,115 -25%
GRP
93
Global Retirement Partners
California
$71K -$2.48K -104 -3%
CFD
94
Creative Financial Designs
Indiana
$58.1K
CSPIA
95
Cary Street Partners Investment Advisory
Virginia
$51.3K
EW
96
Element Wealth
Mississippi
$50.2K +$167 +7 +0.3%
William Blair & Company
97
William Blair & Company
Illinois
$28.4K
FRA
98
Front Row Advisors
California
$27K
AWM
99
Accel Wealth Management
Iowa
$18.6K
CG
100
Cutler Group
California
$17K +$19.1K +800 New