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iShares Select U.S. REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
201
Corepath Wealth Partners
Arizona
$408K -$7.76K -118 -2%
NB
202
Nicolet Bankshares
Wisconsin
$406K
CMP
203
Courage Miller Partners
Virginia
$399K -$50.3K -766 -10%
FWTB
204
First Western Trust Bank
Colorado
$399K
OAM
205
Oak Asset Management
California
$399K +$431K +6,559 New
DPI
206
Diversified Portfolios Inc
Michigan
$395K -$4.93K -75 -1%
FA
207
FDx Advisors
Illinois
$388K -$19.9K -302 -5%
SAM
208
Silvercrest Asset Management
New York
$387K
RF
209
Rollins Financial
Georgia
$385K +$174K +2,644 +72%
Rockefeller Capital Management
210
Rockefeller Capital Management
New York
$384K -$26.3K -400 -6%
AC
211
Apella Capital
Connecticut
$377K -$108K -1,637 -21%
GCA
212
Gradient Capital Advisors
California
$377K
ARC
213
Advisor Resource Council
Texas
$376K +$407K +6,188 New
BOM
214
Bank of Marin
California
$373K +$52.9K +805 +15%
RCAG
215
Rehmann Capital Advisory Group
Michigan
$371K -$106K -1,614 -21%
EWM
216
Evercore Wealth Management
New York
$371K
Neuberger Berman Group
217
Neuberger Berman Group
New York
$366K
HIC
218
Holderness Investments Company
North Carolina
$364K
TA
219
Tiedemann Advisors
New York
$361K
ATC
220
Argent Trust Co
Tennessee
$360K +$95.2K +1,448 +32%
TBWA
221
Three Bridge Wealth Advisors
California
$354K
LW
222
Linscomb Wealth
Texas
$353K +$66 +1 +0%
REMPR
223
Roof Eidam Maycock Peralta (REMP)
California
$351K
BRWA
224
B. Riley Wealth Advisors
Florida
$350K +$854 +13 +0.2%
CAG
225
Csenge Advisory Group
Florida
$349K +$35.8K +545 +10%