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iShares Select U.S. REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
226
Beam Wealth Advisors
Louisiana
$211K +$207K +3,912 New
NEGWA
227
New England Guild Wealth Advisors
Connecticut
$208K -$14.4K -273 -7%
BF
228
BOK Financial
Oklahoma
$206K +$203K +3,840 New
AC
229
Addison Capital
Pennsylvania
$204K +$200K +3,786 New
DSA
230
Droms Strauss Advisors
Missouri
$200K +$197K +3,720 New
Rockefeller Capital Management
231
Rockefeller Capital Management
New York
$199K +$953 +18 +0.5%
NSIM
232
North Star Investment Management
Illinois
$183K
PCG
233
Private Capital Group
Connecticut
$180K
CAM
234
Cozad Asset Management
Illinois
$172K +$169K +3,190 New
William Blair & Company
235
William Blair & Company
Illinois
$163K
SNT
236
Security National Trust
West Virginia
$162K
JWM
237
Janiczek Wealth Management
Colorado
$150K
GIA
238
Goodwin Investment Advisory
Georgia
$150K +$147K +2,782 New
RWA
239
Ropes Wealth Advisors
Massachusetts
$147K
GWM
240
Geneos Wealth Management
Colorado
$142K +$115K +2,182 +90%
FPS
241
Fieldpoint Private Securities
Connecticut
$138K +$135K +2,558 New
Franklin Resources
242
Franklin Resources
California
$135K
COCM
243
Charter Oak Capital Management
New Hampshire
$128K +$126K +2,383 New
CFO
244
CVA Family Office
Colorado
$125K +$53 +1 +0%
EFSCE
245
Enterprise Financial Services Corp (EFSC)
Missouri
$117K -$7.41K -140 -6%
FFA
246
Founders Financial Alliance
North Carolina
$116K +$8.63K +163 +8%
SSB
247
Sandy Spring Bank
Maryland
$114K
HFA
248
HC Financial Advisors
California
$111K
MFT
249
Moisand Fitzgerald Tamayo
Florida
$105K
AWG
250
Altus Wealth Group
Colorado
$104K +$102K +1,922 New