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iShares Mortgage Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$295K +$1.49K +41 +0.5%
ACM
102
Alethea Capital Management
Washington
$291K -$24.2K -665 -8%
SPIA
103
Steward Partners Investment Advisory
New York
$286K +$4.33K +119 +2%
WAS
104
WESPAC Advisors SoCal
California
$275K -$72.8K -2,000 -21%
IAA
105
Independent Advisor Alliance
North Carolina
$275K +$17K +466 +7%
HWM
106
Howard Wealth Management
Connecticut
$271K -$9.1K -250 -3%
HIS
107
Harvest Investment Services
Illinois
$270K -$9.5K -261 -3%
CA
108
Cetera Advisors
Colorado
$247K -$5.68K -156 -2%
MA
109
MCF Advisors
Kentucky
$233K
JMPWA
110
JP Morgan Private Wealth Advisors
California
$230K +$655 +18 +0.3%
SIM
111
Seaview Investment Managers
Florida
$229K +$230K +6,330 New
TSS
112
Two Sigma Securities
New York
$229K +$231K +6,334 New
SWM
113
Spire Wealth Management
Virginia
$228K
CFGS
114
Concourse Financial Group Securities
Alabama
$227K -$60.9K -1,672 -21%
ASN
115
Advisory Services Network
Georgia
$222K -$18.1K -498 -7%
PFS
116
Prospera Financial Services
Texas
$221K -$9.29K -255 -4%
APA
117
American Portfolios Advisors
New York
$221K -$35.7K -981 -14%
GWM
118
Greenwich Wealth Management
Connecticut
$220K +$14.6K +400 +7%
AAMC
119
Asset Allocation & Management Company
Illinois
$208K
KPWS
120
Kestra Private Wealth Services
Texas
$202K +$203K +5,569 New
Simplex Trading
121
Simplex Trading
Illinois
$172K
ECM
122
ExodusPoint Capital Management
New York
$171K +$172K +4,720 New
GWM
123
Geneos Wealth Management
Colorado
$168K -$291 -8 -0.2%
NFG
124
Next Financial Group
Texas
$168K
PG
125
Proffitt & Goodson
Tennessee
$142K