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iShares Select U.S. REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NRI
251
NFP Retirement Inc
California
$203K +$208K +3,651 New
WSTAM
252
Wilbanks Smith & Thomas Asset Management
Virginia
$201K -$29.4K -517 -13%
CPA
253
Cardiff Park Advisors
California
$189K
NSIM
254
North Star Investment Management
Illinois
$189K
Cohen & Steers
255
Cohen & Steers
New York
$174K -$351K -6,170 -66%
JWM
256
Janiczek Wealth Management
Colorado
$150K
HBW
257
Hazlett, Burt & Watson
West Virginia
$146K +$739 +13 +0.5%
Bank of Montreal
258
Bank of Montreal
Ontario, Canada
$142K +$105K +1,844 +260%
Franklin Resources
259
Franklin Resources
California
$139K
William Blair & Company
260
William Blair & Company
Illinois
$135K -$225K -3,960 -62%
IA
261
IFP Advisors
Florida
$129K -$196K -3,438 -72%
SWA
262
SOA Wealth Advisors
New York
$125K +$21.4K +376 +20%
Fidelity Investments
263
Fidelity Investments
Massachusetts
$121K -$141K -2,485 -53%
BF
264
BOK Financial
Oklahoma
$120K -$92.4K -1,625 -43%
GWM
265
Geneos Wealth Management
Colorado
$119K
MFT
266
Moisand Fitzgerald Tamayo
Florida
$100K
ACA
267
Aptus Capital Advisors
Alabama
$99.7K +$43.8K +770 +75%
FCA
268
Fortis Capital Advisors
Kansas
$91.6K
WT
269
Whittier Trust
California
$88.1K
FFA
270
Founders Financial Alliance
North Carolina
$86.8K +$284 +5 +0.3%
TPCW
271
TD Private Client Wealth
New York
$79.3K +$34.4K +605 +74%
GT
272
Glenmede Trust
Pennsylvania
$75.8K
CFO
273
CVA Family Office
Colorado
$73.7K +$114 +2 +0.2%
BCWM
274
Bartlett & Co Wealth Management
Ohio
$72.2K
BC
275
Bartlett & Co
Ohio
$72K