We are live on ! Find out more
CSRE

Cohen & Steers Real Estate Active ETF
CSRE

Name Holding Trade Value Shares
Change 		Change in
Stake
VF
26
Virtu Financial
New York
$1.14M +$1.15M +44,709 New
ACMA
27
Arbor Capital Management (Alaska)
Alaska
$1.04M +$23.2K +899 +2%
RMF
28
Red Mountain Financial
Colorado
$851K +$862K +33,370 New
IA
29
IFP Advisors
Florida
$791K +$736K +28,522 +1,151%
TIM
30
Tevis Investment Management
Texas
$698K – – –
VWA
31
Visionary Wealth Advisors
Illinois
$685K +$694K +26,865 New
CFG
32
Clayton Financial Group
Missouri
$685K +$617K +23,886 +805%
HAS
33
HBW Advisory Services
California
$628K +$44.6K +1,729 +8%
CA
34
Clearstead Advisors
Ohio
$533K – – –
SAG
35
SageView Advisory Group
California
$453K +$458K +17,750 New
NAS
36
NWF Advisory Services
California
$414K +$71.4K +2,765 +21%
KPWS
37
Kestra Private Wealth Services
Texas
$399K +$404K +15,640 New
AW
38
Alchemi Wealth
Connecticut
$383K +$387K +14,994 New
SN
39
Sittner & Nelson
Oregon
$381K +$221K +8,573 +151%
SFP
40
Sterling Financial Planning
New Jersey
$379K +$74.9K +2,900 +24%
OWA
41
Oak Wealth Advisors
Illinois
$359K +$363K +14,066 New
WMA
42
William Mack & Associates
Michigan
$315K +$318K +12,328 New
MWM
43
Maridea Wealth Management
New York
$269K +$4.6K +178 +2%
KF
44
Krilogy Financial
Missouri
$268K +$1.7K +66 +0.6%
Stifel Financial
45
Stifel Financial
Missouri
$230K +$23.1K +893 +11%
Comerica Bank
46
Comerica Bank
Texas
$161K +$163K +6,303 New
1IA
47
1620 Investment Advisors
Massachusetts
$62.9K +$50.2K +1,945 +375%
CPG
48
Cornerstone Planning Group
New Jersey
$17.8K – – –
Bessemer Group
49
Bessemer Group
New Jersey
$10K +$10.3K +400 New
Bank of America
50
Bank of America
North Carolina
$5.49K +$5.55K +215 New
1
2
3