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iShares Select U.S. REIT ETF
ICF

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
126
Cobblestone Capital Advisors
New York
$937K -$22.3K -350 -2%
HWM
127
HB Wealth Management
Georgia
$937K – – –
WA
128
Wealthstream Advisors
New York
$936K -$5.55K -87 -0.6%
BPA
129
Beacon Pointe Advisors
California
$934K +$186K +2,910 +23%
AGAM
130
Audent Global Asset Management
California
$928K +$136K +2,133 +16%
SIC
131
Sigma Investment Counselors
Michigan
$911K – – –
EAM
132
Evanson Asset Management
California
$860K – – –
HWM
133
Horizons Wealth Management
North Carolina
$855K -$49.2K -771 -5%
FOR
134
Family Office Research
Maryland
$849K +$899K +14,091 New
BCM
135
BTC Capital Management
Iowa
$827K -$3.32K -52 -0.4%
CFG
136
Clayton Financial Group
Missouri
$818K -$128K -2,000 -13%
PAG
137
Private Advisor Group
New Jersey
$816K -$4.15M -65,028 -83%
CPA
138
Capital Planning Advisors
California
$791K -$351K -5,500 -30%
IPW
139
Intergy Private Wealth
Colorado
$791K -$5.74K -90 -0.7%
JWCA
140
J.W. Cole Advisors
Florida
$790K +$6.57K +103 +0.8%
ATPW
141
Ashton Thomas Private Wealth
Arizona
$781K -$83.8K -1,314 -9%
VWA
142
VERITY Wealth Advisors
United States
$781K +$3.76K +59 +0.5%
CAL
143
Capital Analysts LLC
Pennsylvania
$766K +$61.6K +966 +8%
JJBC
144
James J. Burns & Company
New York
$754K -$40.2K -631 -5%
CCM
145
Coldstream Capital Management
Washington
$727K +$57.4K +900 +8%
OCM
146
One Capital Management
California
$689K -$16.6K -260 -2%
DCM
147
Delta Capital Management
New Jersey
$687K +$727K +11,400 New
CW
148
CreativeOne Wealth
Kansas
$669K -$7.33K -115 -1%
AWM
149
Accel Wealth Management
Iowa
$659K +$319 +5 +0%
WA
150
Wambolt & Associates
Colorado
$655K -$10.5K -164 -1%
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