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iShares Select U.S. REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
201
Sequoia Financial Advisors
Ohio
$365K +$16.2K +260 +5%
Neuberger Berman Group
202
Neuberger Berman Group
New York
$353K +$23.5K +376 +8%
RSWM
203
Robertson Stephens Wealth Management
California
$349K -$125 -2 -0%
HIC
204
Holderness Investments Company
North Carolina
$349K
AIP
205
ARS Investment Partners
New York
$346K
SIAP
206
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$331K
SAM
207
Silvercrest Asset Management
New York
$327K
Bessemer Group
208
Bessemer Group
New Jersey
$323K +$106K +1,700 +53%
TCG
209
Transcendent Capital Group
Oklahoma
$316K -$703K -11,255 -70%
SAM
210
SP Asset Management
California
$310K -$86.5K -1,384 -23%
EIP
211
Ellis Investment Partners
Pennsylvania
$308K -$69.9K -1,119 -19%
ACA
212
Aptus Capital Advisors
Alabama
$293K -$3.81K -61 -1%
CMP
213
Courage Miller Partners
Virginia
$293K -$3K -48 -1%
LW
214
Linscomb Wealth
Texas
$291K
MCM
215
MAI Capital Management
Ohio
$288K
CL
216
Choreo LLC
Illinois
$284K +$187 +3 +0.1%
PAS
217
Park Avenue Securities
New York
$283K +$268K +4,289 New
AAS
218
Ameritas Advisory Services
Nebraska
$277K -$29.9K -478 -10%
CI
219
Cordant Inc
Oregon
$274K
JPG
220
Jordan Park Group
California
$273K
GCA
221
Gradient Capital Advisors
California
$272K
EWM
222
Evercore Wealth Management
New York
$270K -$62.5K -1,000 -20%
CB
223
Cadence Bank
Mississippi
$268K +$254K +4,060 New
TPCW
224
TD Private Client Wealth
New York
$266K +$3.31K +53 +1%
GJIA
225
Glass Jacobson Investment Advisors
Maryland
$266K