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iShares Select U.S. REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
126
Modera Wealth Management
New Jersey
$919K -$12.9K -192 -1%
FOR
127
Family Office Research
Maryland
$918K +$80.8K +1,203 +10%
JJBC
128
James J. Burns & Company
New York
$902K -$537 -8 -0.1%
VWA
129
VERITY Wealth Advisors
United States
$901K +$2.69K +40 +0.3%
BCM
130
BTC Capital Management
Iowa
$900K
IPW
131
Intergy Private Wealth
Colorado
$843K
JWCA
132
J.W. Cole Advisors
Florida
$833K +$827K +12,312 New
Stifel Financial
133
Stifel Financial
Missouri
$831K +$112K +1,667 +16%
WLIM
134
White Lighthouse Investment Management
Massachusetts
$817K -$226K -3,360 -22%
CCM
135
Coldstream Capital Management
Washington
$772K
DCM
136
Delta Capital Management
New Jersey
$771K
FEG
137
Fund Evaluation Group
Ohio
$753K
ATPW
138
Ashton Thomas Private Wealth
Arizona
$743K -$41K -610 -5%
WKSWA
139
White Knight Strategic Wealth Advisors
New Jersey
$733K +$97.8K +1,456 +16%
CFG
140
Citizens Financial Group
Rhode Island
$726K +$57K +848 +9%
WAP
141
Wealthcare Advisory Partners
Pennsylvania
$710K +$48.2K +717 +7%
IAN
142
Integrated Advisors Network
Texas
$693K +$16.1K +239 +2%
SIS
143
Sound Income Strategies
Florida
$669K +$172K +2,565 +35%
Fidelity Investments
144
Fidelity Investments
Massachusetts
$657K +$94.6K +1,408 +17%
CW
145
CreativeOne Wealth
Kansas
$647K +$10.5K +157 +2%
GT
146
Glenview Trust
Kentucky
$630K
JIR
147
James Investment Research
Ohio
$609K
Vanguard National Trust
148
Vanguard National Trust
Pennsylvania
$609K
OCM
149
One Capital Management
California
$607K
MG
150
Mather Group
Illinois
$606K