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iShares Mortgage Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SOS
76
Silver Oak Securities
Tennessee
$244K -$84.5K -3,799 -26%
HHRDM
77
H&H Retirement Design & Management
Nevada
$243K +$240K +10,780 New
IA
78
IFP Advisors
Florida
$225K +$1.94K +87 +0.9%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$189K -$32.2K -1,446 -15%
FFO
80
Fortitude Family Office
Arizona
$183K +$9.56K +430 +6%
JP Morgan Chase
81
JP Morgan Chase
New York
$156K +$16.6K +745 +12%
US Bancorp
82
US Bancorp
Minnesota
$155K +$155K +6,975 New
MA
83
MCF Advisors
Kentucky
$143K
TCM
84
Triumph Capital Management
Colorado
$117K +$117K +5,268 New
JWCA
85
J.W. Cole Advisors
Florida
$112K +$23.2K +1,041 +8%
ME
86
McIlrath & Eck
Washington
$78.5K +$78.7K +3,540 New
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$41K -$1.8K -81 -4%
MCM
88
MAI Capital Management
Ohio
$40.4K
SIS
89
Sound Income Strategies
Florida
$38.4K +$35.6K +1,600 New
PUI
90
Purpose Unlimited Inc
$35.3K +$35.5K +1,595 New
GRP
91
Global Retirement Partners
California
$28.8K +$245 +11 +0.9%
MGI
92
Miller Global Investments
Texas
$25.8K +$25.8K +1,161 New
FFA
93
Farther Finance Advisors
California
$22.8K +$22 +1 +0.1%
WP
94
WealthShield Partners
North Carolina
$22.2K
T
95
Transce3nd
Texas
$19.1K -$222 -10 -1%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$18.7K +$6.07K +273 +48%
TAM
97
Tucker Asset Management
Colorado
$18.4K +$18.4K +828 New
SA
98
Strategic Advocates
Utah
$13.3K
OWP
99
ORG Wealth Partners
Texas
$13.1K
NA
100
NewEdge Advisors
Louisiana
$11.8K