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iShares Select U.S. REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
1SB
201
1ST Source Bank
Indiana
$320K
Fidelity Investments
202
Fidelity Investments
Massachusetts
$314K -$22.4K -369 -7%
FWIA
203
Fort Washington Investment Advisors
Ohio
$312K -$42.5K -700 -12%
CTC
204
Cetera Trust Company
Minnesota
$303K +$308K +5,075 New
OFG
205
Opulen Financial Group
Virginia
$303K -$10.1K -167 -3%
SFS
206
Sowell Financial Services
Arkansas
$296K +$6.92K +114 +2%
NB
207
Nicolet Bankshares
Wisconsin
$295K -$106K -1,738 -26%
EWA
208
EP Wealth Advisors
California
$294K +$300K +4,934 New
BCG
209
Breakwater Capital Group
New Jersey
$291K +$71.8K +1,182 +32%
AWM
210
AE Wealth Management
Kansas
$290K -$64.3K -1,058 -18%
HIC
211
Holderness Investments Company
North Carolina
$286K -$30.4K -500 -9%
AFA
212
Amicus Financial Advisors
Texas
$277K +$282K +4,648 New
TAM
213
Titleist Asset Management
Texas
$277K
AUB
214
Atlantic Union Bankshares
Virginia
$276K +$1.27K +21 +0.5%
CAM
215
Cozad Asset Management
Illinois
$274K
EIP
216
Ellis Investment Partners
Pennsylvania
$269K +$1.03K +17 +0.4%
TRCT
217
Tower Research Capital (TRC)
New York
$268K +$45.2K +744 +20%
CMP
218
Courage Miller Partners
Virginia
$265K -$121 -2 -0%
VFA
219
Valeo Financial Advisors
Indiana
$263K -$181K -2,978 -40%
LW
220
Linscomb Wealth
Texas
$263K
SAM
221
Silvercrest Asset Management
New York
$263K
WIA
222
World Investment Advisors
California
$260K +$265K +4,364 New
SS
223
Sunbelt Securities
Texas
$256K -$26.4K -434 -9%
AF
224
Allworth Financial
California
$248K +$21.9K +360 +9%
JPG
225
Jordan Park Group
California
$247K