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iShares Select U.S. REIT ETF
ICF

Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
176
Raymond James Trust
Florida
$373K +$152K +2,785 +60%
EIP
177
Ellis Investment Partners
Pennsylvania
$367K – – –
P
178
Pitcairn
Pennsylvania
$346K – – –
FI
179
Financial Insights
Washington
$338K -$116K -2,125 -23%
NB
180
Nicolet Bankshares
Wisconsin
$335K – – –
AIS
181
American Investment Services
Massachusetts
$328K – – –
BBNA
182
Bremer Bank National Association
Minnesota
$321K -$10.7K -195 -3%
SWP
183
Stratos Wealth Partners
Ohio
$315K +$6.56K +120 +2%
CWP
184
Corepath Wealth Partners
Arizona
$313K -$4.92K -90 -1%
GJIA
185
Glass Jacobson Investment Advisors
Maryland
$312K – – –
DPI
186
Diversified Portfolios Inc
Michigan
$312K -$58.1K -1,062 -15%
SS
187
Sunbelt Securities
Texas
$311K – – –
PWM
188
Perigon Wealth Management
California
$308K -$13.3K -244 -4%
SAM
189
SP Asset Management
California
$296K – – –
CC
190
Courier Capital
New York
$294K – – –
CMP
191
Courage Miller Partners
Virginia
$291K – – –
REMPR
192
Roof Eidam Maycock Peralta (REMP)
California
$290K – – –
CAG
193
Csenge Advisory Group
Florida
$288K – – –
GCA
194
Gradient Capital Advisors
California
$287K – – –
LFAS
195
Level Four Advisory Services
Texas
$284K -$14.1K -258 -4%
TYCC
196
Texas Yale Capital Corp
Florida
$281K – – –
SAM
197
Silvercrest Asset Management
New York
$268K -$38.3K -700 -12%
HIC
198
Holderness Investments Company
North Carolina
$266K – – –
SFA
199
Sequoia Financial Advisors
Ohio
$264K – – –
SXL
200
Summit X LLC
Missouri
$264K -$30.6K -559 -10%
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8
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