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iShares US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
251
Burke & Herbert Bank & Trust
Virginia
$597K +$135K +1,400 +31%
YCG
252
Yeomans Consulting Group
Georgia
$596K +$564K +5,855 New
HWA
253
HCR Wealth Advisors
California
$580K
PFS
254
Prospera Financial Services
Texas
$575K -$26K -270 -5%
FFA
255
Farther Finance Advisors
California
$568K -$123K -1,279 -19%
WIM
256
Waycross Investment Management
Washington
$559K +$528K +5,485 New
GWM
257
Graybill Wealth Management
Illinois
$553K +$1.16K +12 +0.2%
AWS
258
Atria Wealth Solutions
New York
$545K -$30.6K -318 -6%
ASN
259
Advisory Services Network
Georgia
$544K
NS
260
NBC Securities
Alabama
$534K +$9.15K +95 +2%
GWM
261
Geneos Wealth Management
Colorado
$526K
Vanguard Group
262
Vanguard Group
Pennsylvania
$517K
CWM
263
Castle Wealth Management
Florida
$509K +$96 +1 +0%
EP
264
Edgestream Partners
New Jersey
$509K +$481K +4,994 New
SWM
265
Spire Wealth Management
Virginia
$506K +$400K +4,150 +507%
LIM
266
Leavell Investment Management
Alabama
$494K +$4.82K +50 +1%
AGAM
267
Audent Global Asset Management
California
$485K +$7.9K +82 +2%
RG
268
Rathbones Group
United Kingdom
$481K
EWA
269
Encompass Wealth Advisors
Oregon
$480K +$39.7K +412 +10%
CWP
270
CFM Wealth Partners
Texas
$471K
GFS
271
GYL Financial Synergies
Connecticut
$470K
FRM
272
Fox Run Management
Connecticut
$469K +$443K +4,600 New
AllianceBernstein
273
AllianceBernstein
Tennessee
$459K -$315K -3,272 -42%
PWP
274
Principle Wealth Partners
Connecticut
$448K
SC
275
Schoolcraft Capital
Colorado
$447K -$1.45K -15 -0.3%