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iShares Select U.S. REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
126
HB Wealth Management
Georgia
$780K
WIC
127
Whitegate Investment Counselors
New Hampshire
$766K -$10.4K -190 -1%
AIM
128
Acropolis Investment Management
Missouri
$759K -$283K -5,181 -26%
EAM
129
Evanson Asset Management
California
$742K
BCM
130
BTC Capital Management
Iowa
$739K
ATPW
131
Ashton Thomas Private Wealth
Arizona
$732K
WA
132
Wealthstream Advisors
New York
$731K
Prudential Financial
133
Prudential Financial
New Jersey
$713K -$62.3K -1,140 -7%
CW
134
CreativeOne Wealth
Kansas
$709K -$52.6K -963 -6%
EP
135
Eudaimonia Partners
Tennessee
$701K +$62.4K +1,142 +9%
Truist Financial
136
Truist Financial
North Carolina
$684K +$44.2K +808 +6%
BPA
137
Beacon Pointe Advisors
California
$678K -$33.3K -610 -4%
SFS
138
Sowell Financial Services
Arkansas
$676K -$28.2K -516 -4%
SIC
139
SJS Investment Consulting
Ohio
$656K -$76.5K -1,400 -10%
JWCA
140
J.W. Cole Advisors
Florida
$654K -$38.5K -705 -5%
SWM
141
Spire Wealth Management
Virginia
$653K +$36K +658 +5%
HSBC Holdings
142
HSBC Holdings
United Kingdom
$653K -$157K -2,872 -18%
DWM
143
Dakota Wealth Management
Florida
$650K -$52.7K -964 -7%
Thrivent Financial for Lutherans
144
Thrivent Financial for Lutherans
Minnesota
$649K
FWIA
145
Fort Washington Investment Advisors
Ohio
$631K
WPW
146
Waldron Private Wealth
Pennsylvania
$627K
EWA
147
EP Wealth Advisors
California
$616K -$105K -1,914 -13%
ACA
148
Affinity Capital Advisors
California
$608K -$286K -5,227 -30%
WKSWA
149
White Knight Strategic Wealth Advisors
New Jersey
$598K -$15.5K -284 -2%
CCM
150
Coldstream Capital Management
Washington
$584K -$109K -1,998 -15%