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iShares Mortgage Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NL
101
NKCFO LLC
Illinois
$334K +$330K +9,000 New
ACM
102
Alethea Capital Management
Washington
$323K
NAM
103
NTV Asset Management
West Virginia
$323K +$319K +8,700 New
RJT
104
Raymond James Trust
Florida
$319K -$59.5K -1,623 -16%
BWM
105
BerganKDV Wealth Management
Minnesota
$304K +$110 +3 +0%
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$301K +$298K +8,124 New
CFGS
107
Concourse Financial Group Securities
Alabama
$295K -$133K -3,621 -31%
AIP
108
Almanack Investment Partners
Pennsylvania
$294K
SPIA
109
Steward Partners Investment Advisory
New York
$289K +$54.3K +1,482 +23%
HWM
110
Howard Wealth Management
Connecticut
$287K -$16.1K -440 -5%
HIS
111
Harvest Investment Services
Illinois
$287K -$8.21K -224 -3%
RCAG
112
Rehmann Capital Advisory Group
Michigan
$274K -$124K -3,371 -46%
IAA
113
Independent Advisor Alliance
North Carolina
$265K -$35.4K -966 -12%
APA
114
American Portfolios Advisors
New York
$263K +$47.9K +1,307 +23%
Wolverine Trading
115
Wolverine Trading
Illinois
$261K -$149K -4,062 -37%
CA
116
Cetera Advisors
Colorado
$260K +$5.09K +139 +2%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$254K +$38.3K +1,044 +18%
ASN
118
Advisory Services Network
Georgia
$247K -$95.6K -2,609 -28%
MPCG
119
Matrix Private Capital Group
New York
$246K
MA
120
MCF Advisors
Kentucky
$240K
PFS
121
Prospera Financial Services
Texas
$237K -$15.7K -429 -6%
JMPWA
122
JP Morgan Private Wealth Advisors
California
$236K +$233K +6,352 New
SWM
123
Spire Wealth Management
Virginia
$234K -$11K -300 -5%
WP
124
WealthPLAN Partners
Nebraska
$229K -$1.69K -46 -0.7%
AAMC
125
Asset Allocation & Management Company
Illinois
$213K