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iShares Select U.S. REIT ETF
ICF

Name Holding Trade Value Shares
Change 		Change in
Stake
CBN
201
Cadence Bank NA
Texas
$222K +$211K +4,000 New
CA
202
Clearstead Advisors
Ohio
$222K +$211K +4,000 New
CAL
203
Capital Analysts LLC
Pennsylvania
$219K -$3.58K -68 -2%
FFN
204
Focus Financial Network
Minnesota
$212K +$201K +3,814 New
UTC
205
Unified Trust Company
Kentucky
$209K +$199K +3,774 New
WSTAM
206
Wilbanks Smith & Thomas Asset Management
Virginia
$205K +$194K +3,692 New
FFA
207
First Foundation Advisors
California
$201K +$191K +3,620 New
HTHT
208
Hemenway Trust Hemenway Trust
New Hampshire
$200K -$38.2K -726 -17%
PCG
209
Private Capital Group
Connecticut
$193K – – –
NSIM
210
North Star Investment Management
Illinois
$189K – – –
SWM
211
SeaCrest Wealth Management
New York
$184K – – –
CA
212
Cetera Advisors
Colorado
$183K +$174K +3,304 New
MC
213
Muzinich & Co
New York
$180K +$170K +3,230 New
SNT
214
Security National Trust
West Virginia
$167K – – –
CFG
215
Citizens Financial Group
Rhode Island
$167K +$158K +2,998 New
BCWM
216
Bartlett & Co Wealth Management
Ohio
$160K – – –
BC
217
Bartlett & Co
Ohio
$160K – – –
MCM
218
MV Capital Management
Maryland
$160K – – –
GWM
219
Geneos Wealth Management
Colorado
$159K -$1.68K -32 -1%
IA
220
IFP Advisors
Florida
$157K -$701K -13,322 -82%
RWA
221
Ropes Wealth Advisors
Massachusetts
$151K -$36.3K -690 -20%
FPS
222
Fieldpoint Private Securities
Connecticut
$151K – – –
SF
223
Synovus Financial
Georgia
$132K -$116K -2,198 -48%
NFG
224
Next Financial Group
Texas
$129K -$375K -7,134 -75%
NFH
225
NEXT Financial Holdings
Texas
$129K +$122K +2,324 New
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9
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