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iShares Select U.S. REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TDWM
251
Topel & Distasi Wealth Management
California
$207K – – –
MFG
252
Merit Financial Group
Georgia
$205K -$31.1K -488 -13%
CPA
253
Cardiff Park Advisors
California
$205K – – –
NSIM
254
North Star Investment Management
Illinois
$205K – – –
PWA
255
Physician Wealth Advisors
Utah
$202K – – –
CWM
256
Castle Wealth Management
Florida
$202K – – –
SWM
257
SeaCrest Wealth Management
New York
$201K +$213K +3,342 New
Bessemer Group
258
Bessemer Group
New Jersey
$180K -$121K -1,900 -39%
GWM
259
Geneos Wealth Management
Colorado
$169K – – –
PWMG
260
Private Wealth Management Group
New Jersey
$167K – – –
CAL
261
Capital Advisors Ltd
Ohio
$152K – – –
IWM
262
IMG Wealth Management
Florida
$151K +$160K +2,501 New
Franklin Resources
263
Franklin Resources
California
$151K – – –
CA
264
Continuum Advisory
Idaho
$137K – – –
AG
265
AmeriFlex Group
Nevada
$137K +$144K +2,264 New
Citadel Advisors
266
Citadel Advisors
Florida
$135K +$67.6K +1,060 +90%
PA
267
Parallel Advisors
California
$131K – – –
OSAM
268
O'Shaughnessy Asset Management
Connecticut
$129K – – –
William Blair & Company
269
William Blair & Company
Illinois
$121K – – –
MFT
270
Moisand Fitzgerald Tamayo
Florida
$109K – – –
OC
271
Oarsman Capital
Wisconsin
$108K -$6.7K -105 -6%
AF
272
Advisornet Financial
Minnesota
$99.8K +$319 +5 +0.3%
OWP
273
ORG Wealth Partners
Texas
$98.6K – – –
BF
274
BOK Financial
Oklahoma
$97.3K – – –
CP
275
Castleview Partners
Texas
$97.3K +$829 +13 +0.8%