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iShares Select U.S. REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
101
White Lighthouse Investment Management
Massachusetts
$1.11M -$30K -610 -3%
JA
102
JVL Associates
Michigan
$1.1M -$36.2K -736 -3%
EWA
103
EP Wealth Advisors
California
$1.09M -$40.1K -814 -4%
MWM
104
Modera Wealth Management
New Jersey
$1.01M +$36.4K +740 +4%
US Bancorp
105
US Bancorp
Minnesota
$1.01M -$64.1K -1,302 -6%
OFG
106
OmniStar Financial Group
North Carolina
$988K +$87.2K +1,772 +10%
DI
107
Disciplined Investments
Oklahoma
$972K
Bank Julius Baer & Co
108
Bank Julius Baer & Co
Switzerland
$895K -$57.3K -1,164 -6%
EH
109
Equitable Holdings
New York
$887K +$321K +6,518 +59%
SFG
110
Sowa Financial Group
Rhode Island
$863K -$62.3K -1,266 -7%
CTC
111
Central Trust Company
Missouri
$857K -$21.5K -436 -3%
GT
112
Glenview Trust
Kentucky
$856K
PAS
113
Partnervest Advisory Services
California
$856K +$24.8K +504 +3%
SWP
114
Stratos Wealth Partners
Ohio
$851K +$19.9K +404 +2%
BCM
115
BTC Capital Management
Iowa
$819K
1IA
116
1834 Investment Advisors
Wisconsin
$802K +$190K +3,850 +32%
BPC
117
Banque Pictet & Cie
Switzerland
$797K -$86.7K -1,760 -10%
SCG
118
Sonata Capital Group
Washington
$791K -$1.67K -34 -0.2%
ATPW
119
Ashton Thomas Private Wealth
Arizona
$778K +$61.2K +1,244 +9%
FWIA
120
Fort Washington Investment Advisors
Ohio
$764K
CAL
121
Capital Advisors Ltd
Ohio
$752K +$269K +5,468 +58%
EAM
122
Evanson Asset Management
California
$746K
CCA
123
Cobblestone Capital Advisors
New York
$741K
IWC
124
Integrated Wealth Concepts
Massachusetts
$738K +$314K +6,380 +77%
EW
125
Emerson Wealth
Michigan
$729K -$221K -4,492 -5%