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iShares Select U.S. REIT ETF
ICF

Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$116M +$387K +6,800 +0.3%
BlackRock
2
BlackRock
New York
$110M +$7.9M +138,941 +8%
Morgan Stanley
3
Morgan Stanley
New York
$85.3M +$5.38M +94,532 +7%
CCWM
4
Cassaday & Co Wealth Management
Virginia
$83.9M +$33.2M +584,502 +63%
Bank of America
5
Bank of America
North Carolina
$63.8M -$1.63M -28,590 -2%
JP Morgan Chase
6
JP Morgan Chase
New York
$40.7M -$501K -8,807 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$36.7M -$2.71M -47,709 -7%
CFB
8
Cullen/Frost Bankers
Texas
$33.2M -$1.16M -20,443 -3%
M&T Bank
9
M&T Bank
New York
$31.5M -$2.98M -52,416 -8%
Wells Fargo
10
Wells Fargo
California
$26.2M -$1.34M -23,502 -5%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$23.9M -$963K -16,937 -4%
ANTB
12
AMG National Trust Bank
Colorado
$23M -$5.25M -92,287 -18%
KAS
13
Kestra Advisory Services
Texas
$22.5M +$709K +12,465 +3%
Creative Planning
14
Creative Planning
Kansas
$21.3M -$1.45M -25,556 -6%
LPL Financial
15
LPL Financial
California
$20.8M -$477K -8,385 -2%
LIA
16
LBMC Investment Advisors
Tennessee
$20M -$545K -9,590 -3%
CWM
17
Connecticut Wealth Management
Connecticut
$19.2M +$1.66M +29,189 +9%
Ameriprise
18
Ameriprise
Minnesota
$19M +$521K +9,164 +3%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$18.5M -$701K -12,328 -4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$17.9M +$3.28M +57,761 +22%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$15.6M -$4.95M -87,062 -24%
TF
22
TIAA FSB
Florida
$13.8M -$1.38M -24,263 -9%
KeyBank National Association
23
KeyBank National Association
Ohio
$13.6M -$752K -13,227 -5%
V
24
Veritable
Delaware
$13.5M +$157K +2,765 +1%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$12.4M -$707K -12,430 -5%
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