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iShares Select U.S. REIT ETF
ICF

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
176
JFS Wealth Advisors
Pennsylvania
$404K +$36.8K +663 +10%
SWP
177
Stratos Wealth Partners
Ohio
$404K +$11.8K +213 +3%
SGK
178
Steigerwald Gordon & Koch
Virginia
$402K -$10.5K -190 -3%
AWM
179
AE Wealth Management
Kansas
$401K -$35.5K -640 -8%
PO
180
Private Ocean
California
$396K – – –
P
181
Pitcairn
Pennsylvania
$395K – – –
NB
182
Nicolet Bankshares
Wisconsin
$383K – – –
LFAS
183
Level Four Advisory Services
Texas
$381K +$54.4K +981 +17%
AIS
184
American Investment Services
Massachusetts
$359K -$15.1K -273 -4%
WW
185
Westshore Wealth
California
$354K +$1.94K +35 +0.6%
CAAS
186
Capital Asset Advisory Services
Michigan
$350K +$37.9K +684 +13%
AWM
187
Axxcess Wealth Management
California
$349K +$36.9K +665 +12%
SAM
188
SP Asset Management
California
$349K +$1.55K +28 +0.5%
DPI
189
Diversified Portfolios Inc
Michigan
$342K – – –
EIP
190
Ellis Investment Partners
Pennsylvania
$332K -$65.6K -1,183 -17%
CAG
191
Csenge Advisory Group
Florida
$329K – – –
DIP
192
DT Investment Partners
Pennsylvania
$324K – – –
TYCC
193
Texas Yale Capital Corp
Florida
$321K – – –
SS
194
Sunbelt Securities
Texas
$320K – – –
SSB
195
Sandy Spring Bank
Maryland
$313K -$23.1K -417 -7%
RSWM
196
Robertson Stephens Wealth Management
California
$304K +$294K +5,303 New
HIC
197
Holderness Investments Company
North Carolina
$304K – – –
SFA
198
Sequoia Financial Advisors
Ohio
$302K – – –
AIP
199
ARS Investment Partners
New York
$301K – – –
AWM
200
Accel Wealth Management
Iowa
$297K +$84.3K +1,520 +41%
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