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iShares Select U.S. REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
251
Klingman & Associates
New York
$206K +$195K +3,120 New
AWM
252
Avaii Wealth Management
Wisconsin
$204K +$193K +3,092 New
SWA
253
Strata Wealth Advisors
Texas
$202K +$191K +3,060 New
GWM
254
Geneos Wealth Management
Colorado
$185K +$45.9K +735 +35%
PWMG
255
Private Wealth Management Group
New Jersey
$183K +$68.7K +1,100 +66%
CAL
256
Capital Advisors Ltd
Ohio
$167K
Fidelity Investments
257
Fidelity Investments
Massachusetts
$166K +$8.68K +139 +6%
Franklin Resources
258
Franklin Resources
California
$161K
CA
259
Continuum Advisory
Idaho
$144K
PA
260
Parallel Advisors
California
$143K
NS
261
NBC Securities
Alabama
$141K +$250 +4 +0.2%
OSAM
262
O'Shaughnessy Asset Management
Connecticut
$138K +$83.9K +1,343 +170%
William Blair & Company
263
William Blair & Company
Illinois
$133K -$77.5K -1,240 -38%
LFG
264
Larson Financial Group
Missouri
$126K +$125 +2 +0.1%
OC
265
Oarsman Capital
Wisconsin
$126K +$119K +1,905 New
MFT
266
Moisand Fitzgerald Tamayo
Florida
$119K
AF
267
Advisornet Financial
Minnesota
$109K +$250 +4 +0.2%
BF
268
BOK Financial
Oklahoma
$108K +$105K +1,678 New
OWP
269
ORG Wealth Partners
Texas
$108K +$102K +1,636 New
CP
270
Castleview Partners
Texas
$107K -$2.56K -41 -2%
LWANC
271
Laurel Wealth Advisors (North Carolina)
North Carolina
$105K +$62 +1 +0.1%
WT
272
Whittier Trust
California
$105K
JFGIW
273
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$104K +$98.5K +1,576 New
AF
274
Allworth Financial
California
$99.1K
PWA
275
Provenance Wealth Advisors
Florida
$92.3K