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iShares Mortgage Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$59K -$2.1K -50 -3%
IP
102
Intellectus Partners
California
$59K +$58.5K +1,396 New
GI
103
Gradient Investments
Minnesota
$58K +$2.05K +49 +4%
WEC
104
Winslow Evans & Crocker
Massachusetts
$57.1K +$32.2K +769 +131%
BWP
105
Baldwin Wealth Partners
Massachusetts
$53K
DADC
106
D.A. Davidson & Co
Montana
$52K +$41.9K +1,000 +400%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$50K -$43.6K -1,041 -47%
GWM
108
Geneos Wealth Management
Colorado
$45K +$45.3K +1,082 New
ACS
109
Archford Capital Strategies
Illinois
$42K +$41.9K +1,000 New
GRP
110
Global Retirement Partners
California
$41K +$41K +979 New
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$29K +$29.4K +701 New
Simplex Trading
112
Simplex Trading
Illinois
$27K -$65K -1,551 -70%
HPBT
113
High Point Bank & Trust
North Carolina
$23K -$150K -3,590 -87%
EDRH
114
Edmond de Rothschild Holding
Switzerland
$21K -$20.6K -491 -50%
NSIM
115
North Star Investment Management
Illinois
$21K
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$21K +$21K +500 New
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18K +$168 +4 +0.9%
JCM
118
Jacobi Capital Management
Pennsylvania
$14K
SIA
119
SeaBridge Investment Advisors
New Jersey
$13K
PWM
120
Perigon Wealth Management
California
$11K +$10.2K +243 New
Bessemer Group
121
Bessemer Group
New Jersey
$10K +$9.64K +230 New
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$8K -$6.33K -151 -43%
DOA
123
D'Orazio & Associates
Virginia
$8K
VCM
124
Vigilant Capital Management
Maine
$8K +$7.63K +182 New
BFEC
125
Benjamin F. Edwards & Company
Missouri
$6K