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iShares Select U.S. REIT ETF
ICF

Name Holding Trade Value Shares
Change 		Change in
Stake
BWFA
151
Baltimore-Washington Financial Advisors
Maryland
$506K +$6.61K +136 +1%
REMPR
152
Roof Eidam Maycock Peralta (REMP)
California
$487K – – –
GLRA
153
Gerald L. Ray & Associates
Texas
$482K – – –
SFS
154
Summit Financial Strategies
Ohio
$467K -$11.1K -228 -2%
MFBTD
155
MB Financial Bank - Trust Department
Illinois
$459K – – –
CCM
156
Colorado Capital Management
Colorado
$452K +$442K +9,106 New
LPT
157
Legacy Private Trust
Wisconsin
$451K +$441K +9,080 New
BTS
158
BB&T Securities
Virginia
$417K +$34.5K +710 +9%
VKH
159
Virtu KCG Holdings
New York
$410K +$59.4K +1,222 +17%
HB
160
Homrich & Berg
Georgia
$403K +$48.5K +998 +14%
GI
161
Glovista Investments
New Jersey
$397K – – –
1SB
162
1ST Source Bank
Indiana
$389K -$1.17K -24 -0.3%
NB
163
Nicolet Bankshares
Wisconsin
$388K +$395K +8,126 New
WAS
164
WESPAC Advisors SoCal
California
$386K +$378K +7,790 New
AL
165
Aspiriant LLC
California
$380K – – –
AI
166
Atria Investments
North Carolina
$367K +$97.7K +2,012 +36%
SPC
167
Sigma Planning Corp
Michigan
$366K -$50.9K -1,048 -12%
BHBT
168
Burke & Herbert Bank & Trust
Virginia
$364K – – –
JFGIW
169
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$362K +$339K +6,976 +2,127%
ACM
170
Aviance Capital Management
Florida
$359K +$352K +7,244 New
ABC
171
Associated Banc-Corp
Wisconsin
$355K -$5.83K -120 -2%
NFG
172
Noven Financial Group
Colorado
$355K +$348K +7,160 New
RWA
173
Ropes Wealth Advisors
Massachusetts
$342K – – –
NAMP
174
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$335K – – –
WPC
175
Waters Parkerson & Co
Louisiana
$328K – – –
5 6
7
8 9