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iShares Mortgage Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
101
Stifel Financial
Missouri
$331K -$4.89K -146 -2%
ASN
102
Advisory Services Network
Georgia
$326K -$11.5K -345 -4%
ACM
103
Alethea Capital Management
Washington
$307K -$1K -30 -0.3%
IA
104
IFP Advisors
Florida
$303K +$76.2K +2,277 +36%
OC
105
Oppenheimer & Co
New York
$294K +$38.5K +1,150 +16%
BWM
106
BerganKDV Wealth Management
Minnesota
$289K -$479K -14,322 -64%
HWM
107
Howard Wealth Management
Connecticut
$288K -$27.1K -809 -9%
IAA
108
Independent Advisor Alliance
North Carolina
$286K +$3.65K +109 +1%
HIS
109
Harvest Investment Services
Illinois
$281K +$3.38K +101 +1%
AIP
110
Almanack Investment Partners
Pennsylvania
$280K
VC
111
Vicus Capital
Pennsylvania
$279K +$3.75K +112 +1%
SAS
112
Sage Advisory Services
Texas
$274K +$260K +7,770 New
RFC
113
Regions Financial Corp
Alabama
$264K
RCAG
114
Rehmann Capital Advisory Group
Michigan
$260K +$368 +11 +0.1%
CA
115
Cetera Advisors
Colorado
$242K -$21.9K -653 -9%
PFS
116
Prospera Financial Services
Texas
$240K +$16.9K +505 +8%
GWM
117
Geneos Wealth Management
Colorado
$238K -$8.5K -254 -4%
LNC
118
Lincoln National Corp
Pennsylvania
$234K +$1.1K +33 +0.5%
MPCG
119
Matrix Private Capital Group
New York
$233K
SWM
120
Spire Wealth Management
Virginia
$233K +$221K +6,605 New
WP
121
WealthPLAN Partners
Nebraska
$230K
NFG
122
Next Financial Group
Texas
$230K +$147K +4,398 +207%
MA
123
MCF Advisors
Kentucky
$228K
Creative Planning
124
Creative Planning
Kansas
$227K +$215K +6,436 New
SPIA
125
Steward Partners Investment Advisory
New York
$223K +$124K +3,713 +143%