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iShares Mortgage Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
126
D.A. Davidson & Co
Montana
$23K -$34.8K -750 -60%
EDRH
127
Edmond de Rothschild Holding
Switzerland
$23K
NSIM
128
North Star Investment Management
Illinois
$23K
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$23K +$23.2K +500 New
RFA
130
Reilly Financial Advisors
California
$23K +$23.2K +500 New
GI
131
Gradient Investments
Minnesota
$21K
NFG
132
Next Financial Group
Texas
$20K +$13.9K +300 +213%
AA
133
AlphaMark Advisors
Kentucky
$17K
LCM
134
Liberty Capital Management
Michigan
$17K
WAM
135
Wealthspire Advisors (Maryland)
Maryland
$17K +$17.4K +375 New
SIA
136
SeaBridge Investment Advisors
New Jersey
$14K
JCM
137
Jacobi Capital Management
Pennsylvania
$8K
FAM
138
Flaharty Asset Management
Florida
$7.7K -$6.68M -143,916 -100%
BFEC
139
Benjamin F. Edwards & Company
Missouri
$7K
AAM
140
Advisors Asset Management
Colorado
$4K
PWM
141
Perigon Wealth Management
California
$3K -$7.94K -171 -70%
BWA
142
Burt Wealth Advisors
Maryland
$3K +$3.48K +75 New
PG
143
Patten Group
Tennessee
$2K
RFM
144
Royal Fund Management
Florida
$1K +$1.58K +34 New
G
145
Gainplan
Michigan
-$3.69M -81,522 Closed
WSTAM
146
Wilbanks Smith & Thomas Asset Management
Virginia
-$570K -12,581 Closed
Baird Financial Group
147
Baird Financial Group
Wisconsin
-$508K -11,216 Closed
MIAN
148
Mariner Independent Advisor Network
Kansas
-$462K -10,196 Closed
KA
149
Kovack Advisors
Florida
-$246K -5,438 Closed
ACS
150
Archford Capital Strategies
Illinois
-$52K -1,150 Closed