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iShares Mortgage Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
S
101
SignatureFD
Georgia
$36K +$39K +845 New
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$35K -$238K -5,150 -86%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$32K -$12.4K -269 -26%
ASN
104
Advisory Services Network
Georgia
$27K
HNB
105
Huntington National Bank
Ohio
$24K -$26.6K -575 Closed
NFG
106
Next Financial Group
Texas
$23K +$3.46K +75 +15%
SC
107
Searle & Co
Connecticut
$21K
AA
108
AlphaMark Advisors
Kentucky
$16K +$17.3K +375 New
WEC
109
Winslow Evans & Crocker
Massachusetts
$15.4K +$16.9K +365 New
EWM
110
Evercore Wealth Management
New York
$15K +$4.8K +104 +42%
SCA
111
Strategic Capital Alternatives
United States
$12K
RFA
112
Reilly Financial Advisors
California
$10K +$10.9K +235 New
AssetMark Inc
113
AssetMark Inc
California
$8K +$8.31K +180 New
RIA
114
Regal Investment Advisors
Michigan
$7K -$693 -15 -8%
TC
115
Trust Company
Kansas
$5K -$161K -3,494 -97%
CFN
116
Cordasco Financial Network
Florida
$4K
BIA
117
Barry Investment Advisors
Massachusetts
-$9.84M -210,466 Closed
Fidelity Investments
118
Fidelity Investments
Massachusetts
-$6.27M -134,057 Closed
TCB
119
Texas Capital Bancshares
Texas
-$3.74M -79,953 Closed
DAS
120
Dynamic Advisor Solutions
Arizona
-$3.11M -66,525 Closed
NEIRG
121
New England Investment & Retirement Group
Massachusetts
-$2.74M -58,539 Closed
MFS
122
Madrona Financial Services
Washington
-$2.19M -46,871 Closed
SG Americas Securities
123
SG Americas Securities
New York
-$1.74M -37,146 Closed
UCFA
124
United Capital Financial Advisors
Texas
-$581K -12,504 Closed
SPC
125
Sigma Planning Corp
Michigan
-$460K -9,834 Closed