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iShares Mortgage Real Estate ETF
REM

Name Holding Trade Value Shares
Change 		Change in
Stake
SMFG
151
Sumitomo Mitsui Financial Group
Japan
$33K – – –
CP
152
Castleview Partners
Texas
$29K +$28.1K +768 New
FFA
153
Founders Financial Alliance
North Carolina
$21K – – –
LFG
154
Larson Financial Group
Missouri
$19K -$18.3K -500 -50%
RFA
155
Reilly Financial Advisors
California
$19K – – –
GRP
156
Global Retirement Partners
California
$16K – – –
CIAS
157
Capital Investment Advisory Services
North Carolina
$15K +$257 +7 +2%
VCM
158
Versant Capital Management
Arizona
$14K -$1.98K -54 -13%
JCM
159
Jacobi Capital Management
Pennsylvania
$10K +$9.9K +270 New
FDCDDQ
160
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.84K – – –
AIM
161
Anchor Investment Management
South Carolina
$9.28K – – –
APWA
162
Atlas Private Wealth Advisors
New Jersey
$9K – – –
PFGIA
163
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$147 +4 +2%
SCA
164
Stonebridge Capital Advisors
Minnesota
$7K – – –
GWMIA
165
Global Wealth Management Investment Advisory
Florida
$6K – – –
BW
166
Bison Wealth
Georgia
$6K +$5.5K +150 New
SB
167
Strategic Blueprint
Georgia
$6K +$5.5K +150 New
WA
168
WestEnd Advisors
North Carolina
$5.42K -$5.61K -153 Closed
NSIM
169
North Star Investment Management
Illinois
$5K – – –
SWM
170
Sugarloaf Wealth Management
Georgia
$4K -$9.06M -247,251 -100%
IF
171
Ironwood Financial
Arizona
$4K +$37 +1 +0.9%
WQ
172
Wealth Quarterback
New Jersey
$4K +$3.08K +84 New
JFGIW
173
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K +$3.88K +106 New
PA
174
Parallel Advisors
California
$3K – – –
QCG
175
Quadrant Capital Group
Ohio
$3K – – –
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7
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