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iShares US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFWA
251
Grey Fox Wealth Advisors
Delaware
$591K -$20.2K -205 -3%
SPIA
252
Steward Partners Investment Advisory
New York
$589K +$244K +2,475 +64%
DC
253
Davenport & Co
Virginia
$588K +$3.65K +37 +0.6%
WPW
254
Waldron Private Wealth
Pennsylvania
$581K
MGIA
255
Moneta Group Investment Advisors
Missouri
$581K +$5.13K +52 +0.8%
TI
256
Trexquant Investment
Connecticut
$579K -$161K -1,636 -21%
VFA
257
Valeo Financial Advisors
Indiana
$572K -$6.6K -67 -1%
PWM
258
Perigon Wealth Management
California
$570K -$788 -8 -0.1%
AAS
259
Ameritas Advisory Services
Nebraska
$562K +$213K +2,159 +56%
ASN
260
Advisory Services Network
Georgia
$562K -$16.3K -165 -3%
RIA
261
Regal Investment Advisors
Michigan
$559K -$19.1K -194 -3%
AI
262
Axos Invest
Nevada
$558K -$41K -416 -6%
GAM
263
Gould Asset Management
California
$556K
BHBT
264
Burke & Herbert Bank & Trust
Virginia
$546K
HWA
265
HCR Wealth Advisors
California
$530K
IWC
266
Integrated Wealth Concepts
Massachusetts
$526K -$106K -1,074 -16%
AGAM
267
Audent Global Asset Management
California
$524K +$86.4K +877 +18%
RPA
268
Rock Point Advisors
Vermont
$518K +$548K +5,565 New
WIM
269
Waycross Investment Management
Washington
$514K +$3.84K +39 +0.7%
CAM
270
Cresset Asset Management
Illinois
$507K -$76.2K -773 -12%
BCM
271
Bayesian Capital Management
New York
$504K +$534K +5,418 New
OFG
272
Omega Financial Group
California
$501K -$294K -2,979 -36%
AllianceBernstein
273
AllianceBernstein
Tennessee
$487K +$71.5K +726 +16%
BBHC
274
Brown Brothers Harriman & Co
New York
$478K +$506K +5,136 New
SWM
275
Spire Wealth Management
Virginia
$477K +$15.7K +159 +3%