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iShares Select U.S. REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
151
Fort Washington Investment Advisors
Ohio
$673K -$6.25K -100 -1%
AWA
152
Arkadios Wealth Advisors
Georgia
$672K +$687 +11 +0.1%
Prudential Financial
153
Prudential Financial
New Jersey
$646K -$9.81K -157 -2%
WIM
154
Westside Investment Management
California
$643K +$50.8K +814 +9%
SA
155
Sanctuary Advisors
Indiana
$635K +$24.7K +395 +4%
ACA
156
Affinity Capital Advisors
California
$632K -$40K -640 -6%
IAN
157
Integrated Advisors Network
Texas
$628K -$3.56K -57 -0.6%
Truist Financial
158
Truist Financial
North Carolina
$627K -$5.81K -93 -1%
GT
159
Glenview Trust
Kentucky
$626K
HSBC Holdings
160
HSBC Holdings
United Kingdom
$618K -$591K -9,459 -50%
RFG
161
Range Financial Group
Oregon
$611K -$43.1K -690 -7%
TWM
162
Tolleson Wealth Management
Texas
$605K
JIR
163
James Investment Research
Ohio
$593K
Vanguard Group
164
Vanguard Group
Pennsylvania
$593K
WPC
165
Waters Parkerson & Co
Louisiana
$569K
SIC
166
SJS Investment Consulting
Ohio
$564K -$59.3K -950 -10%
ACM
167
AlphaStar Capital Management
North Carolina
$559K +$529K +8,476 New
FTS
168
Fifth Third Securities
Ohio
$551K -$27.2K -435 -5%
WANY
169
Wealthspire Advisors (New York)
New York
$522K +$495K +7,927 New
WPW
170
Waldron Private Wealth
Pennsylvania
$510K -$63.3K -1,013 -12%
KWA
171
Kingswood Wealth Advisors
California
$508K +$481K +7,707 New
EWA
172
EP Wealth Advisors
California
$508K -$40.4K -646 -8%
GT
173
Glenmede Trust
Pennsylvania
$505K
FW
174
Fairway Wealth
Ohio
$490K -$22.7K -364 -5%
SSB
175
Sandy Spring Bank
Maryland
$490K +$122K +1,959 +36%