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iShares Select U.S. REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAS
251
Coppell Advisory Solutions
Texas
$159K +$143K +2,709 New
PMFA
252
Plante Moran Financial Advisors
Michigan
$151K +$99.6K +1,884 +274%
Franklin Resources
253
Franklin Resources
California
$147K
Fidelity Investments
254
Fidelity Investments
Massachusetts
$136K +$8.83K +167 +8%
TPCW
255
TD Private Client Wealth
New York
$135K +$793 +15 +0.7%
NS
256
NBC Securities
Alabama
$132K -$12.7K -241 -10%
Bessemer Group
257
Bessemer Group
New Jersey
$129K -$71.5K -1,352 -38%
PS
258
Planned Solutions
California
$128K +$115K +2,174 New
PA
259
Parallel Advisors
California
$127K
GWM
260
Geneos Wealth Management
Colorado
$126K
OP
261
ORG Partners
Indiana
$123K +$111K +2,102 New
SPIA
262
Steward Partners Investment Advisory
New York
$121K -$66.5K -1,258 -38%
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$108K -$113K -2,143 -54%
MFT
264
Moisand Fitzgerald Tamayo
Florida
$106K
ACA
265
Aptus Capital Advisors
Alabama
$106K -$4.28K -81 -4%
PWMG
266
Private Wealth Management Group
New Jersey
$98.4K +$88.5K +1,675 New
CP
267
Castleview Partners
Texas
$96.6K +$87K +1,645 New
FFA
268
Founders Financial Alliance
North Carolina
$93.3K +$1.11K +21 +1%
WT
269
Whittier Trust
California
$93.1K
DIP
270
DT Investment Partners
Pennsylvania
$84.7K
Bank of Montreal
271
Bank of Montreal
Ontario, Canada
$84.5K -$22.3K -422 -23%
PWA
272
Provenance Wealth Advisors
Florida
$82.2K
AF
273
Advisornet Financial
Minnesota
$80.3K +$4.81K +91 +7%
CFO
274
CVA Family Office
Colorado
$78.4K +$70.6K +1,335 New
IA
275
IFP Advisors
Florida
$76.2K -$50.2K -950 -42%