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iShares Select U.S. REIT ETF
ICF

Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$111M +$8.64M +157,988 +8%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$101M -$5.78M -105,689 -5%
CCWM
3
Cassaday & Co Wealth Management
Virginia
$79.2M +$313K +5,724 +0.4%
Morgan Stanley
4
Morgan Stanley
New York
$74.3M -$6.7M -122,645 -8%
Bank of America
5
Bank of America
North Carolina
$53.4M -$1.68M -30,794 -3%
JP Morgan Chase
6
JP Morgan Chase
New York
$49.6M +$12.6M +230,044 +30%
CFB
7
Cullen/Frost Bankers
Texas
$29M -$738K -13,500 -2%
M&T Bank
8
M&T Bank
New York
$28.4M +$156K +2,851 +0.5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$25.1M -$8.07M -147,632 -23%
KAS
10
Kestra Advisory Services
Texas
$24.6M +$3.27M +59,768 +14%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$22.1M -$3.6M -65,791 -13%
Wells Fargo
12
Wells Fargo
California
$20.2M -$560K -10,242 -2%
Creative Planning
13
Creative Planning
Kansas
$19.2M -$886K -16,211 -4%
Ameriprise
14
Ameriprise
Minnesota
$18.6M +$93.9K +1,717 +0.5%
CWM
15
Connecticut Wealth Management
Connecticut
$18.5M +$251K +4,584 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$17.9M +$645K +11,792 +3%
ANTB
17
AMG National Trust Bank
Colorado
$17.7M -$692K -12,659 -3%
LIA
18
LBMC Investment Advisors
Tennessee
$16.9M -$95.9K -1,755 -0.5%
Osaic Holdings
19
Osaic Holdings
Arizona
$14.6M +$6.41M +117,210 +68%
LPL Financial
20
LPL Financial
California
$13.4M +$727K +13,302 +5%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$13.3M -$593K -10,847 -4%
FIA
22
Foundations Investment Advisors
Arizona
$13M +$2.39M +43,803 +20%
PFO
23
Pathstone Family Office
New Jersey
$12.3M +$13.4M +244,521 New
AC
24
AWM Capital
Arizona
$10.7M +$4.93M +90,131 +73%
KeyBank National Association
25
KeyBank National Association
Ohio
$10.5M -$908K -16,611 -7%
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