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iShares Select U.S. REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
251
Argent Advisors
Louisiana
$216K +$215K +3,200 New
WW
252
Westshore Wealth
California
$215K -$215K -3,202 -50%
AI
253
Atria Investments
North Carolina
$214K +$213K +3,171 New
Charles Schwab
254
Charles Schwab
California
$214K +$213K +3,166 New
AA
255
Armis Advisers
Georgia
$212K +$67 +1 +0%
KPWS
256
Kestra Private Wealth Services
Texas
$211K +$210K +3,123 New
KA
257
Klingman & Associates
New York
$211K +$210K +3,120 New
NA
258
Note Advisors
New York
$208K -$38.5K -573 -16%
AIA
259
Arbor Investment Advisors
North Carolina
$208K +$206K +3,072 New
GWM
260
Gilpin Wealth Management
Colorado
$208K -$4.7K -70 -2%
CFA
261
Cahill Financial Advisors
Minnesota
$206K +$205K +3,046 New
PIFP
262
Partners in Financial Planning
Virginia
$206K +$205K +3,046 New
William Blair & Company
263
William Blair & Company
Illinois
$205K -$1.06M -15,760 -84%
IWM
264
IHT Wealth Management
Illinois
$204K -$1.61M -23,934 -89%
TCG
265
Transcendent Capital Group
Oklahoma
$203K +$202K +3,003 New
GRP
266
Global Retirement Partners
California
$194K +$193K +2,873 New
GWM
267
Geneos Wealth Management
Colorado
$191K – – –
PWMG
268
Private Wealth Management Group
New Jersey
$188K – – –
PWA
269
Physician Wealth Advisors
Utah
$185K -$7.73K -115 -4%
IWM
270
IMG Wealth Management
Florida
$169K – – –
PA
271
Parallel Advisors
California
$169K +$23.7K +353 +16%
CA
272
Continuum Advisory
Idaho
$160K +$159K +2,369 New
NS
273
NBC Securities
Alabama
$149K +$2.02K +30 +1%
CAL
274
Capital Advisors Ltd
Ohio
$139K – – –
OSAM
275
O'Shaughnessy Asset Management
Connecticut
$136K -$78.5K -1,168 -37%