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iShares Select U.S. REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
126
Whitegate Investment Counselors
New Hampshire
$790K -$36.1K -590 -4%
JJBC
127
James J. Burns & Company
New York
$777K +$29.9K +490 +4%
IPW
128
Intergy Private Wealth
Colorado
$776K -$550 -9 -0.1%
FOR
129
Family Office Research
Maryland
$724K -$134K -2,189 -16%
SIC
130
Sigma Investment Counselors
Michigan
$724K -$156K -2,548 -18%
CCM
131
Coldstream Capital Management
Washington
$703K
DCM
132
Delta Capital Management
New Jersey
$702K
Envestnet Portfolio Solutions
133
Envestnet Portfolio Solutions
Illinois
$701K -$2.26K -37 -0.3%
PIAS
134
PCA Investment Advisory Services
Ohio
$698K +$74.7K +1,222 +12%
WKSWA
135
White Knight Strategic Wealth Advisors
New Jersey
$683K -$110K -1,808 -14%
AWA
136
Arkadios Wealth Advisors
Georgia
$658K
CW
137
CreativeOne Wealth
Kansas
$654K +$58.4K +956 +10%
OCM
138
One Capital Management
California
$632K +$2.08K +34 +0.3%
Stifel Financial
139
Stifel Financial
Missouri
$593K -$64.9K -1,062 -10%
IAN
140
Integrated Advisors Network
Texas
$591K +$10.4K +171 +2%
GT
141
Glenview Trust
Kentucky
$586K
SWA
142
Strata Wealth Advisors
Texas
$579K -$39.9K -653 -6%
BPA
143
Beacon Pointe Advisors
California
$568K -$384K -6,283 -41%
JIR
144
James Investment Research
Ohio
$555K
Vanguard Group
145
Vanguard Group
Pennsylvania
$555K +$550K +9,000 New
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$554K +$549K +8,988 New
ACA
147
Affinity Capital Advisors
California
$547K
TWM
148
Tolleson Wealth Management
Texas
$545K -$9.17K -150 -2%
FW
149
Fairway Wealth
Ohio
$541K -$733 -12 -0.1%
DWM
150
Diversify Wealth Management
Utah
$538K