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iShares Select U.S. REIT ETF
ICF

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
101
Stratos Wealth Partners
Ohio
$1.27M +$31.8K +544 +3%
MIAN
102
Mariner Independent Advisor Network
Kansas
$1.27M -$420K -7,172 -25%
GT
103
Glenview Trust
Kentucky
$1.25M – – –
CM
104
Cornerstone Management
Georgia
$1.23M -$45.3K -774 -4%
WLIM
105
White Lighthouse Investment Management
Massachusetts
$1.22M -$28.1K -480 -2%
BPC
106
Banque Pictet & Cie
Switzerland
$1.15M – – –
MAS
107
Madden Advisory Services
Florida
$1.11M -$64.4K -1,100 -6%
CMP
108
Courage Miller Partners
Virginia
$1.06M -$255K -4,366 -20%
OFG
109
OmniStar Financial Group
North Carolina
$1.05M +$22.3K +382 +2%
CTC
110
Central Trust Company
Missouri
$1.04M +$104K +1,778 +11%
PFBT
111
Parkside Financial Bank & Trust
Missouri
$980K +$140K +2,386 +17%
PAS
112
Partnervest Advisory Services
California
$977K +$69K +1,180 +8%
BCM
113
BTC Capital Management
Iowa
$973K – – –
IA
114
IFP Advisors
Florida
$972K +$951K +16,252 New
ABC
115
Associated Banc-Corp
Wisconsin
$946K -$2.22K -38 -0.2%
FWIA
116
Fort Washington Investment Advisors
Ohio
$942K -$17.6K -300 -2%
EW
117
Emerson Wealth
Michigan
$917K -$152K -2,604 -3%
SCG
118
Sonata Capital Group
Washington
$893K -$8.78K -150 -1%
CCA
119
Cobblestone Capital Advisors
New York
$888K – – –
EAM
120
Evanson Asset Management
California
$888K – – –
PFS
121
Prospera Financial Services
Texas
$857K -$75.5K -1,290 -8%
NWM
122
Northwest Wealth Management
Iowa
$857K -$12.8K -218 -2%
AIP
123
ARS Investment Partners
New York
$789K – – –
RFC
124
Regions Financial Corp
Alabama
$786K – – –
AI
125
Atria Investments
North Carolina
$749K +$214K +3,658 +41%
3 4
5
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