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iShares Select U.S. REIT ETF
ICF

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
151
Chicago Partners Investment Group
Illinois
$535K +$307K +5,019 +136%
RFG
152
Range Financial Group
Oregon
$529K -$17.8K -292 -3%
WPC
153
Waters Parkerson & Co
Louisiana
$529K +$2.02K +33 +0.4%
SIC
154
SJS Investment Consulting
Ohio
$527K – – –
AWM
155
Axxcess Wealth Management
California
$498K +$23.9K +391 +5%
CAAS
156
Capital Asset Advisory Services
Michigan
$497K +$22.1K +362 +5%
SWP
157
Stratos Wealth Partners
Ohio
$488K -$8.19K -134 -2%
ONB
158
Old National Bancorp
Indiana
$482K +$32.8K +537 +7%
FTS
159
Fifth Third Securities
Ohio
$477K +$3.73K +61 +0.8%
GIM
160
Glenmede Investment Management
Pennsylvania
$472K – – –
ACA
161
Aptus Capital Advisors
Alabama
$470K +$428 +7 +0.1%
PG
162
Prostatis Group
Maryland
$465K +$16K +262 +4%
VFA
163
Valeo Financial Advisors
Indiana
$455K -$732K -11,982 -62%
I
164
InvesTrust
Oklahoma
$434K – – –
S
165
Sachetta
Massachusetts
$431K – – –
AWA
166
American Wealth Advisors
Georgia
$427K +$423K +6,929 New
OWA
167
Oak Wealth Advisors
Illinois
$418K +$6.72K +110 +2%
WAP
168
Wealthcare Advisory Partners
Pennsylvania
$413K -$86K -1,407 -17%
NB
169
Nicolet Bankshares
Wisconsin
$412K – – –
BCWM
170
Bartlett & Co Wealth Management
Ohio
$409K -$6.11K -100 -1%
MWA
171
Medallion Wealth Advisors
Connecticut
$405K +$13K +212 +3%
AT
172
American Trust
Kentucky
$397K +$13.1K +215 +3%
AIS
173
American Investment Services
Massachusetts
$393K – – –
WW
174
Westshore Wealth
California
$389K -$110K -1,806 -22%
JWA
175
JFS Wealth Advisors
Pennsylvania
$379K – – –
5 6
7
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