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iShares Select U.S. REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Accel Wealth Management
Iowa
$215K -$361K -5,912 -63%
PWA
227
Physician Wealth Advisors
Utah
$212K +$7.76K +127 +4%
EWM
228
Evercore Wealth Management
New York
$210K -$42.8K -700 -17%
CPA
229
Cardiff Park Advisors
California
$210K
NSIM
230
North Star Investment Management
Illinois
$210K
CWM
231
Castle Wealth Management
Florida
$206K
OGF
232
Orin Green Financial
California
$202K
GWM
233
Geneos Wealth Management
Colorado
$174K +$306 +5 +0.2%
PWMG
234
Private Wealth Management Group
New Jersey
$171K
GRP
235
Global Retirement Partners
California
$171K +$122 +2 +0.1%
SPIA
236
Steward Partners Investment Advisory
New York
$164K +$4.52K +74 +3%
OSAM
237
O'Shaughnessy Asset Management
Connecticut
$159K +$10.3K +169 +7%
PA
238
Parallel Advisors
California
$159K -$112K -1,840 -42%
IWM
239
IMG Wealth Management
Florida
$154K
Franklin Resources
240
Franklin Resources
California
$154K
EWM
241
Evermay Wealth Management
Virginia
$152K -$24.8K -405 -14%
ASN
242
Advisory Services Network
Georgia
$149K +$148K +2,423 New
NS
243
NBC Securities
Alabama
$133K +$1.65K +27 +1%
CAL
244
Capital Advisors Ltd
Ohio
$127K
AG
245
AmeriFlex Group
Nevada
$120K +$59.8K +979 +101%
AF
246
Advisornet Financial
Minnesota
$116K +$794 +13 +0.7%
MFT
247
Moisand Fitzgerald Tamayo
Florida
$111K
JFGIW
248
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$107K +$106K +1,738 New
OWP
249
ORG Wealth Partners
Texas
$101K
DIP
250
DT Investment Partners
Pennsylvania
$92.4K