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iShares Select U.S. REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
151
Capital Asset Advisory Services
Michigan
$581K +$1.07K +17 +0.2%
WKSWA
152
White Knight Strategic Wealth Advisors
New Jersey
$581K -$103K -1,638 -15%
DWM
153
Diversify Wealth Management
Utah
$579K -$13.2K -210 -2%
GT
154
Glenview Trust
Kentucky
$577K
JIR
155
James Investment Research
Ohio
$557K
Vanguard National Trust
156
Vanguard National Trust
Pennsylvania
$557K +$564K +9,000 New
MG
157
Mather Group
Illinois
$555K +$205K +3,264 +57%
ACA
158
Affinity Capital Advisors
California
$551K
BOS
159
Bank of Stockton
California
$550K -$262K -4,184 -32%
FW
160
Fairway Wealth
Ohio
$542K +$376 +6 +0.1%
SIC
161
SJS Investment Consulting
Ohio
$536K
WPC
162
Waters Parkerson & Co
Louisiana
$523K
HF
163
HRT Financial
New York
$515K +$522K +8,326 New
Fidelity Investments
164
Fidelity Investments
Massachusetts
$514K +$191K +3,049 +58%
SWP
165
Stratos Wealth Partners
Ohio
$512K -$2.07K -33 -0.4%
ACA
166
Aptus Capital Advisors
Alabama
$512K +$50.4K +804 +11%
RFG
167
Range Financial Group
Oregon
$496K -$19.9K -318 -4%
FTS
168
Fifth Third Securities
Ohio
$495K +$5.26K +84 +1%
SIC
169
Sigma Investment Counselors
Michigan
$492K -$155K -2,471 -24%
PG
170
Prostatis Group
Maryland
$488K -$20.7K -331 -4%
ONB
171
Old National Bancorp
Indiana
$470K -$15.5K -247 -3%
ACA
172
Adirondack Capital Advisors
New York
$469K
OWA
173
Oak Wealth Advisors
Illinois
$464K +$17.8K +284 +4%
SIS
174
Sound Income Strategies
Florida
$456K +$17K +271 +4%
MWA
175
Medallion Wealth Advisors
Connecticut
$452K -$7.71K -123 -2%