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iShares Select U.S. REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
126
Sanctuary Advisors
Indiana
$829K -$8.68K -143 -1%
JWCA
127
J.W. Cole Advisors
Florida
$824K +$5.46K +90 +0.7%
BCM
128
BTC Capital Management
Iowa
$799K -$8.32K -137 -1%
JJBC
129
James J. Burns & Company
New York
$792K +$40.3K +664 +5%
VWA
130
VERITY Wealth Advisors
United States
$791K +$4.98K +82 +0.6%
CPA
131
Capital Planning Advisors
California
$783K
BOS
132
Bank of Stockton
California
$780K -$282K -4,642 -26%
PIAS
133
PCA Investment Advisory Services
Ohio
$772K +$98K +1,613 +14%
WIC
134
Whitegate Investment Counselors
New Hampshire
$765K
IPW
135
Intergy Private Wealth
Colorado
$751K
FOR
136
Family Office Research
Maryland
$746K +$40.4K +666 +6%
CPIG
137
Chicago Partners Investment Group
Illinois
$702K +$173K +2,846 +33%
ATPW
138
Ashton Thomas Private Wealth
Arizona
$692K -$94.7K -1,559 -12%
CCM
139
Coldstream Capital Management
Washington
$681K
DCM
140
Delta Capital Management
New Jersey
$680K
Envestnet Portfolio Solutions
141
Envestnet Portfolio Solutions
Illinois
$676K -$2.19K -36 -0.3%
Cohen & Steers
142
Cohen & Steers
New York
$675K +$639K +10,525 +1,327%
FEG
143
Fund Evaluation Group
Ohio
$664K +$676K +11,127 New
WKSWA
144
White Knight Strategic Wealth Advisors
New Jersey
$658K -$3.7K -61 -0.6%
Stifel Financial
145
Stifel Financial
Missouri
$629K +$55.7K +917 +10%
WANY
146
Wealthspire Advisors (New York)
New York
$627K -$638K -10,500 -50%
SIC
147
Sigma Investment Counselors
Michigan
$622K -$80.2K -1,320 -11%
AWM
148
Apollon Wealth Management
South Carolina
$609K +$620K +10,202 New
OCM
149
One Capital Management
California
$606K -$6.62K -109 -1%
IAN
150
Integrated Advisors Network
Texas
$603K +$30.9K +508 +5%