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iShares Mortgage Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$242K
Truist Financial
102
Truist Financial
North Carolina
$228K -$207K -4,881 -46%
CAMG
103
CWA Asset Management Group
Florida
$225K +$239K +5,625 New
LNC
104
Lincoln National Corp
Pennsylvania
$221K -$1.36K -32 -0.6%
AIP
105
ARS Investment Partners
New York
$218K -$104K -2,450 -31%
VCM
106
Versant Capital Management
Arizona
$214K -$155K -3,644 -40%
DWA
107
Douglass Winthrop Advisors
New York
$214K
JMPWA
108
JP Morgan Private Wealth Advisors
California
$206K -$10.4K -245 -5%
CWS
109
Cypress Wealth Services
California
$204K
Koshinski Asset Management
110
Koshinski Asset Management
Illinois
$200K +$213K +5,016 New
APA
111
American Portfolios Advisors
New York
$185K +$44.2K +1,041 +29%
BWM
112
BerganKDV Wealth Management
Minnesota
$157K +$637 +15 +0.4%
Simplex Trading
113
Simplex Trading
Illinois
$128K +$120K +2,826 +710%
WWM
114
Willingdon Wealth Management
North Carolina
$124K +$33.3K +784 +34%
S
115
SignatureFD
Georgia
$100K
AIM
116
Anchor Investment Management
South Carolina
$90.6K +$50.9K +1,200 +112%
FRA
117
Front Row Advisors
California
$90K
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$90K +$44.2K +1,042 +87%
WEC
119
Winslow Evans & Crocker
Massachusetts
$84K +$68.1K +1,604 +350%
WCM
120
Whitener Capital Management
North Carolina
$75K +$12.7K +300 +19%
WAM
121
Wealthspire Advisors (Maryland)
Maryland
$59K
BWP
122
Baldwin Wealth Partners
Massachusetts
$50K
WIM
123
Westside Investment Management
California
$49.9K
MRCM
124
M&R Capital Management
New Jersey
$44K
PFGIA
125
Patriot Financial Group Insurance Agency
Massachusetts
$30K +$5.73K +135 +22%