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iShares Mortgage Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
151
Founders Financial Alliance
North Carolina
$21K -$17.7K -530 -48%
PGAM
152
Princeton Global Asset Management
New Jersey
$21K -$6.69K -200 -25%
RFA
153
Reilly Financial Advisors
California
$18K
GRP
154
Global Retirement Partners
California
$15K
VCM
155
Versant Capital Management
Arizona
$15K
CG
156
Cutler Group
California
$14K -$233K -6,971 -94%
CIAS
157
Capital Investment Advisory Services
North Carolina
$14K +$2.98K +89 +29%
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$13K +$12.6K +375 New
FDCDDQ
159
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.34K
APWA
160
Atlas Private Wealth Advisors
New Jersey
$9K
GI
161
Gradient Investments
Minnesota
$9K
AIM
162
Anchor Investment Management
South Carolina
$8.81K
PFGIA
163
Patriot Financial Group Insurance Agency
Massachusetts
$8K -$5.22K -156 -41%
SCA
164
Stonebridge Capital Advisors
Minnesota
$7K +$6.69K +200 New
WA
165
WestEnd Advisors
North Carolina
$5.39K +$2.01K +60 +65%
GWMIA
166
Global Wealth Management Investment Advisory
Florida
$5K
NSIM
167
North Star Investment Management
Illinois
$4K
IF
168
Ironwood Financial
Arizona
$4K +$67 +2 +2%
SWM
169
Sugarloaf Wealth Management
Georgia
$4K +$8.28M +247,255 +233,259%
PA
170
Parallel Advisors
California
$3K
QCG
171
Quadrant Capital Group
Ohio
$3K
CH
172
Canton Hathaway
Rhode Island
$2K
LWA
173
Lenox Wealth Advisors
New York
$2K +$1.44K +43 New
Fidelity Investments
174
Fidelity Investments
Massachusetts
$1K -$1.37K -41 -63%
RG
175
Retirement Group
California
$1K