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iShares Select U.S. REIT ETF
ICF

Name Holding Trade Value Shares
Change 		Change in
Stake
TYCC
201
Texas Yale Capital Corp
Florida
$222K – – –
VFA
202
Voya Financial Advisors
Connecticut
$222K +$216K +4,446 New
FA
203
FDx Advisors
Illinois
$219K +$215K +4,422 New
BG
204
Bahl & Gaynor
Ohio
$212K +$208K +4,272 New
CAL
205
Capital Advisors Ltd
Ohio
$209K – – –
IFA
206
Interactive Financial Advisors
Illinois
$201K -$11.9K -246 -6%
CAL
207
Capital Analysts LLC
Pennsylvania
$199K +$137K +2,814 +235%
PMFA
208
Plante Moran Financial Advisors
Michigan
$188K – – –
DADC
209
D.A. Davidson & Co
Montana
$181K – – –
NSIM
210
North Star Investment Management
Illinois
$169K – – –
SNT
211
Security National Trust
West Virginia
$159K +$9.71K +200 +7%
FPTW
212
Franklin, Parlapiano, Turner & Welch
Texas
$151K -$29.4K -606 -17%
PSUF
213
People's United Financial
Connecticut
$132K -$21.9K -450 -14%
CCS
214
Crosspoint Capital Strategies
California
$126K +$126K +2,600 New
WEC
215
Winslow Evans & Crocker
Massachusetts
$121K +$4.86K +100 +4%
DSC
216
Duncker Streett & Co
Missouri
$117K +$291 +6 +0.3%
EWM
217
Evercore Wealth Management
New York
$111K -$68.4K -1,408 -39%
MWP
218
MYCIO Wealth Partners
Pennsylvania
$110K +$874 +18 +0.8%
GT
219
Glenmede Trust
Pennsylvania
$109K – – –
IWC
220
Integrated Wealth Counsel
California
$105K – – –
FHA
221
First Horizon Advisors
Tennessee
$102K -$140K -2,882 -58%
BBHC
222
Brown Brothers Harriman & Co
New York
$99K – – –
MFT
223
Moisand Fitzgerald Tamayo
Florida
$97K +$94.6K +1,948 New
IWMPD
224
Integrated Wealth Management (Palm Desert)
California
$92K +$680 +14 +0.8%
TAIM
225
TD Ameritrade Investment Management
Nebraska
$84K -$5.54K -114 -6%
7 8
9
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