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iShares US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
226
Tocqueville Asset Management
New York
$468K +$490K +6,240 New
RIA
227
Regal Investment Advisors
Michigan
$451K -$67K -853 -12%
CMP
228
Courage Miller Partners
Virginia
$447K +$17.8K +226 +4%
BAC
229
Boys Arnold & Co
North Carolina
$441K -$39.3K -500 -8%
SGI
230
Swan Global Investments
Colorado
$441K +$464K +5,900 New
Baird Financial Group
231
Baird Financial Group
Wisconsin
$436K +$6.92K +88 +2%
CCM
232
Colorado Capital Management
Colorado
$430K -$23.5K -299 -5%
PV
233
Private Vista
Illinois
$421K +$441K +5,616 New
CWS
234
Cypress Wealth Services
California
$420K +$440K +5,602 New
TL
235
TrueWealth LLC
Georgia
$419K +$393 +5 +0.1%
FHC
236
First Heartland Consultants
Missouri
$411K -$44.4K -565 -9%
GPWA
237
Great Point Wealth Advisors
Massachusetts
$408K +$428K +5,451 New
RJT
238
Raymond James Trust
Florida
$406K +$108K +1,376 +34%
IC
239
Inscription Capital
Texas
$398K +$417K +5,310 New
NB
240
Northwest Bancshares
Pennsylvania
$395K -$34.3K -437 -8%
LFAS
241
Level Four Advisory Services
Texas
$394K -$5.58K -71 -1%
DC
242
Davenport & Co
Virginia
$388K +$101K +1,291 +33%
VFA
243
Valeo Financial Advisors
Indiana
$375K -$2.75K -35 -0.7%
BSW
244
Buckingham Strategic Wealth
Missouri
$375K +$79 +1 +0%
PGFC
245
Peapack-Gladstone Financial Corp
New Jersey
$374K
EIP
246
Ellis Investment Partners
Pennsylvania
$372K +$390K +4,968 New
AI
247
Atria Investments
North Carolina
$370K -$28.2K -359 -7%
SCM
248
Shelton Capital Management
Colorado
$368K -$11.7K -149 -3%
PMG
249
ProVise Management Group
Florida
$368K
OC
250
Oppenheimer & Co
New York
$361K -$393 -5 -0.1%