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iShares Select U.S. REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
251
Physician Wealth Advisors
Utah
$176K -$40.2K -641 -18%
GWM
252
Geneos Wealth Management
Colorado
$175K
PWMG
253
Private Wealth Management Group
New Jersey
$172K
Bessemer Group
254
Bessemer Group
New Jersey
$155K
IWM
255
IMG Wealth Management
Florida
$155K
Franklin Resources
256
Franklin Resources
California
$155K
SPIA
257
Steward Partners Investment Advisory
New York
$154K -$87.5K -1,396 -36%
ASN
258
Advisory Services Network
Georgia
$151K +$153K +2,446 New
NS
259
NBC Securities
Alabama
$134K -$188 -3 -0.1%
PA
260
Parallel Advisors
California
$133K -$6.27K -100 -4%
CAL
261
Capital Advisors Ltd
Ohio
$128K
BlackRock
262
BlackRock
New York
$115K -$11.6M -184,538 -99%
AF
263
Advisornet Financial
Minnesota
$114K +$63 +1 +0.1%
SWA
264
Strategic Wealth Advisors
Arizona
$113K
MFT
265
Moisand Fitzgerald Tamayo
Florida
$112K
JFGIW
266
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$108K
SAM
267
S.A. Mason
Michigan
$103K +$104K +1,658 New
OWP
268
ORG Wealth Partners
Texas
$101K
NEWAS
269
N.E.W. Advisory Services
Wisconsin
$98.5K +$37.6K +600 +60%
CI
270
Cordant Inc
Oregon
$96.1K
DIP
271
DT Investment Partners
Pennsylvania
$92.8K
CI
272
CX Institutional
Indiana
$92K +$22.3K +356 +32%
TC
273
Trust Company
Kansas
$91K
QCG
274
Quadrant Capital Group
Ohio
$87.8K
BFO
275
Biltmore Family Office
North Carolina
$86.6K