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iShares Mortgage Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$241K +$224K +10,231 New
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$241K
NCM
78
Novare Capital Management
North Carolina
$236K
TPA
79
Trivium Point Advisory
Connecticut
$234K +$217K +9,921 New
SIC
80
Samalin Investment Counsel
New York
$230K -$180K -8,229 -46%
RJA
81
Raymond James & Associates
Florida
$227K -$56.2K -2,570 -21%
KAS
82
Kestra Advisory Services
Texas
$221K -$46.3K -2,116 -18%
EWM
83
Endowment Wealth Management
Wisconsin
$213K +$198K +9,026 New
APW
84
Austin Private Wealth
Texas
$207K +$192K +8,760 New
PCMC
85
Private Capital Management (Colorado)
Colorado
$200K -$212K -9,691 -53%
MA
86
MCF Advisors
Kentucky
$152K
OP
87
ORG Partners
Indiana
$139K +$128K +5,871 New
SPIA
88
Steward Partners Investment Advisory
New York
$93.6K -$103K -4,700 -54%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$91K +$9.06K +414 +12%
HCM
90
Hollencrest Capital Management
California
$83.9K
SMFG
91
Sumitomo Mitsui Financial Group
Japan
$71.3K -$7.44K -340 -10%
CFD
92
Creative Financial Designs
Indiana
$62.8K
Citadel Advisors
93
Citadel Advisors
Florida
$60.9K -$901K -41,155 -94%
GRP
94
Global Retirement Partners
California
$55.5K -$22.7K -1,036 -31%
EW
95
Element Wealth
Mississippi
$54.8K +$525 +24 +1%
TRCT
96
Tower Research Capital (TRC)
New York
$39.4K +$36.5K +1,670 New
CSPIA
97
Cary Street Partners Investment Advisory
Virginia
$31.9K -$21.9K -1,000 -43%
William Blair & Company
98
William Blair & Company
Illinois
$30.7K
SWM
99
Sanctuary Wealth Management
Idaho
$29.3K +$27.1K +1,240 New
FFA
100
Founders Financial Alliance
North Carolina
$13.8K