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iShares Select U.S. REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
176
Silvercrest Asset Management
New York
$510K -$11.6K -170 -2%
IAN
177
Integrated Advisors Network
Texas
$496K +$18.4K +268 +4%
ASN
178
Advisory Services Network
Georgia
$489K -$10.1K -147 -2%
CMP
179
Courage Miller Partners
Virginia
$484K -$337K -4,922 -40%
PA
180
PFG Advisors
Arizona
$476K -$89.2K -1,303 -15%
AWM
181
AE Wealth Management
Kansas
$473K -$98.8K -1,442 -17%
TA
182
Tiedemann Advisors
New York
$470K -$336K -4,900 -41%
BPA
183
Beacon Pointe Advisors
California
$459K -$20.7K -302 -4%
CWP
184
Corepath Wealth Partners
Arizona
$459K
DFG
185
Demars Financial Group
Washington
$457K +$235K +3,427 +96%
CAM
186
Cozad Asset Management
Illinois
$454K +$256K +3,738 +117%
CCM
187
Coldstream Capital Management
Washington
$451K -$300K -4,377 -50%
TCWA
188
Ten Capital Wealth Advisors
Washington
$446K -$2.33M -33,962 -83%
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$446K +$13.8K +202 +3%
DPI
190
Diversified Portfolios Inc
Michigan
$443K -$10.6K -155 -2%
NB
191
Nicolet Bankshares
Wisconsin
$437K
BMWM
192
Brown Miller Wealth Management
Virginia
$425K +$446K +6,508 New
PA
193
Parallel Advisors
California
$421K -$2.06K -30 -0.5%
SAM
194
SP Asset Management
California
$411K +$151K +2,202 +60%
BOTW
195
Bank of the West
California
$410K -$4.11K -60 -0.9%
FI
196
Financial Insights
Washington
$402K +$205 +3 +0%
EWM
197
Evercore Wealth Management
New York
$399K -$61.6K -899 -13%
GCA
198
Gradient Capital Advisors
California
$393K
FWCM
199
Ferguson Wellman Capital Management
Oregon
$391K -$1.37K -20 -0.3%
HIC
200
Holderness Investments Company
North Carolina
$391K