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iShares Select U.S. REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HB
201
Homrich & Berg
Georgia
$237K
SAM
202
SP Asset Management
California
$235K +$1.01K +18 +0.4%
BRWM
203
B. Riley Wealth Management
Tennessee
$232K
BBHC
204
Brown Brothers Harriman & Co
New York
$226K
FFA
205
First Foundation Advisors
California
$226K +$22.5K +400 +11%
CBN
206
Cadence Bank NA
Texas
$225K
CA
207
Clearstead Advisors
Ohio
$225K
HTHT
208
Hemenway Trust Hemenway Trust
New Hampshire
$220K +$16.8K +300 +8%
FFN
209
Focus Financial Network
Minnesota
$216K +$898 +16 +0.4%
UTC
210
Unified Trust Company
Kentucky
$212K
UCFA
211
United Capital Financial Advisors
Texas
$203K -$179K -3,196 -47%
AAS
212
Avantax Advisory Services
Texas
$200K +$199K +3,542 New
PCG
213
Private Capital Group
Connecticut
$169K -$7.41K -132 -4%
SNT
214
Security National Trust
West Virginia
$169K
MCM
215
MV Capital Management
Maryland
$158K -$3.93K -70 -2%
RCAG
216
Rehmann Capital Advisory Group
Michigan
$158K +$153K +2,716 +3,233%
GWM
217
Geneos Wealth Management
Colorado
$156K -$4.38K -78 -3%
FPS
218
Fieldpoint Private Securities
Connecticut
$153K
RWA
219
Ropes Wealth Advisors
Massachusetts
$153K
BCWM
220
Bartlett & Co Wealth Management
Ohio
$146K -$15.7K -280 -10%
BC
221
Bartlett & Co
Ohio
$146K -$15.7K -280 -10%
AP
222
Advisors Preferred
Maryland
$125K +$337 +6 +0.3%
UBS AM
223
UBS AM
Illinois
$118K
SF
224
Synovus Financial
Georgia
$114K -$19.8K -352 -15%
CFG
225
Citizens Financial Group
Rhode Island
$111K -$57.8K -1,030 -34%