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iShares Select U.S. REIT ETF
ICF

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
151
American Investment Services
Massachusetts
$365K -$57.5K -1,210 -14%
BF
152
BOK Financial
Oklahoma
$364K – – –
FNT
153
First National Trust
Pennsylvania
$362K – – –
RFC
154
Regions Financial Corp
Alabama
$345K – – –
NFG
155
Next Financial Group
Texas
$336K -$158K -3,316 -33%
NEGWA
156
New England Guild Wealth Advisors
Connecticut
$330K -$8.08K -170 -3%
3AM
157
3D Asset Management
Connecticut
$327K -$3.04K -64 -1%
GCA
158
Gradient Capital Advisors
California
$327K – – –
B
159
Bridgeworth
Alabama
$321K -$36.8K -774 -11%
BAM
160
Belpointe Asset Management
Nevada
$321K +$306K +6,436 New
CA
161
Cetera Advisors
Colorado
$319K -$16.9K -356 -5%
BRWA
162
B. Riley Wealth Advisors
Florida
$308K +$36.3K +764 +14%
JIR
163
James Investment Research
Ohio
$305K – – –
CCM
164
Colorado Capital Management
Colorado
$304K – – –
NA
165
NewEdge Advisors
Louisiana
$302K -$178K -3,754 -38%
RWA
166
Ropes Wealth Advisors
Massachusetts
$302K – – –
NCM
167
New Capital Management
Texas
$297K -$13.1K -276 -4%
ASN
168
Advisory Services Network
Georgia
$292K -$1.52K -32 -0.5%
ABC
169
Associated Banc-Corp
Wisconsin
$287K – – –
BTS
170
BB&T Securities
Virginia
$284K -$3.23K -68 -1%
PCIG
171
Partners Capital Investment Group
Massachusetts
$284K – – –
TYCC
172
Texas Yale Capital Corp
Florida
$280K – – –
LB
173
Landmark Bank
Missouri
$269K +$256K +5,386 New
SFA
174
Sequoia Financial Advisors
Ohio
$263K – – –
RJT
175
Raymond James Trust
Florida
$262K – – –
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7
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