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iShares Select U.S. REIT ETF
ICF

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
226
Gradient Capital Advisors
California
$246K – – –
MT
227
Midwest Trust
Kansas
$244K +$8.38K +138 +3%
CL
228
Choreo LLC
Illinois
$240K +$304 +5 +0.1%
CB
229
Cadence Bank
Mississippi
$239K – – –
RSWM
230
Robertson Stephens Wealth Management
California
$234K -$61 -1 -0%
SPIA
231
Steward Partners Investment Advisory
New York
$232K +$74.5K +1,227 +46%
DPI
232
Diversified Portfolios Inc
Michigan
$231K -$36.5K -601 -13%
SCA
233
Sage Capital Advisors
South Dakota
$228K -$850 -14 -0.4%
CCMG
234
Clark Capital Management Group
Pennsylvania
$228K +$232K +3,817 New
HNWAG
235
High Net Worth Advisory Group
Florida
$227K – – –
RZH
236
Relyea Zuckerberg Hanson
Connecticut
$227K – – –
GJIA
237
Glass Jacobson Investment Advisors
Maryland
$225K – – –
DSA
238
Droms Strauss Advisors
Missouri
$222K – – –
AMPWP
239
Alvarez & Marsal Private Wealth Partners
Florida
$221K +$225K +3,712 New
NA
240
Note Advisors
New York
$221K +$219K +3,612 New
FAG
241
Fortitude Advisory Group
Washington
$216K – – –
PWA
242
Physician Wealth Advisors
Utah
$208K +$2.67K +44 +1%
AAP
243
Arax Advisory Partners
Colorado
$206K +$210K +3,452 New
EWM
244
Evercore Wealth Management
New York
$203K – – –
CPA
245
Cardiff Park Advisors
California
$203K – – –
NSIM
246
North Star Investment Management
Illinois
$203K – – –
OSAM
247
O'Shaughnessy Asset Management
Connecticut
$191K +$37.7K +621 +24%
GWM
248
Gilpin Wealth Management
Colorado
$187K +$191K +3,140 New
GWM
249
Geneos Wealth Management
Colorado
$169K +$607 +10 +0.4%
PWMG
250
Private Wealth Management Group
New Jersey
$166K – – –
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