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iShares Select U.S. REIT ETF
ICF

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
226
Windsor Capital Management
Arizona
$236K -$2.33K -41 -1%
HIG
227
Heritage Investment Group
Florida
$235K – – –
VCM
228
Vivaldi Capital Management
Illinois
$234K -$1.61M -28,328 -87%
CI
229
Cordant Inc
Oregon
$231K – – –
PA
230
Parallel Advisors
California
$230K +$97.8K +1,720 +71%
TNA
231
True North Advisors
Texas
$229K +$234K +4,117 New
HSG
232
Helen Stephens Group
Texas
$227K +$1.08K +19 +0.5%
PIAS
233
PCA Investment Advisory Services
Ohio
$226K +$231K +4,066 New
CB
234
Cadence Bank
Mississippi
$225K – – –
OGF
235
Orin Green Financial
California
$225K – – –
KA
236
Klingman & Associates
New York
$225K – – –
AIA
237
Arbor Investment Advisors
North Carolina
$224K +$398 +7 +0.2%
FWCM
238
Ferguson Wellman Capital Management
Oregon
$222K -$99.7K -1,753 -31%
CWC
239
Carolinas Wealth Consulting
North Carolina
$214K +$853 +15 +0.4%
SSB
240
Sandy Spring Bank
Maryland
$214K +$341 +6 +0.2%
HI
241
Harbour Investments
Wisconsin
$211K -$12.4K -218 -5%
HNWAG
242
High Net Worth Advisory Group
Florida
$211K – – –
CAAS
243
Capital Asset Advisory Services
Michigan
$211K +$216K +3,796 New
SIAP
244
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$210K +$215K +3,775 New
UCFA
245
United Capital Financial Advisors
Texas
$208K +$57 +1 +0%
DSA
246
Droms Strauss Advisors
Missouri
$207K – – –
FFN
247
Focus Financial Network
Minnesota
$205K -$1.25K -22 -0.6%
SPIA
248
Steward Partners Investment Advisory
New York
$205K +$4.95K +87 +2%
FAG
249
Fortitude Advisory Group
Washington
$204K – – –
CPIG
250
Chicago Partners Investment Group
Illinois
$204K +$10.7K +189 +5%
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