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iShares US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Heritage Wealth Advisors
501
Heritage Wealth Advisors
Virginia
$37K – – –
TIM
502
Tortoise Investment Management
New York
$37K – – –
ZB
503
Zions Bancorporation
Utah
$36K – – –
GCM
504
Gables Capital Management
Florida
$35K – – –
BWP
505
Baldwin Wealth Partners
Massachusetts
$34K – – –
O'Shaughnessy Asset Management
506
O'Shaughnessy Asset Management
Connecticut
$32K +$9.2K +84 +44%
FNBOSM
507
First National Bank of South Miami
Florida
$31K +$28.9K +264 New
MWP
508
MYCIO Wealth Partners
Pennsylvania
$30K – – –
TC
509
Trust Company
Kansas
$30K +$2.19K +20 +9%
Harbour Investments
510
Harbour Investments
Wisconsin
$29K -$61.5K -561 -69%
CCM
511
Cribstone Capital Management
Maine
$29K – – –
Franklin Resources
512
Franklin Resources
California
$29K – – –
NFSG
513
Newbridge Financial Services Group
Florida
$28K +$19.2K +175 +269%
PMFA
514
Plante Moran Financial Advisors
Michigan
$28K +$26.3K +240 New
Kayne Anderson Rudnick Investment Management
515
Kayne Anderson Rudnick Investment Management
California
$26K – – –
TFS
516
TrustCore Financial Services
Tennessee
$25K -$110K -1,006 -83%
AlphaCore Capital
517
AlphaCore Capital
California
$24K +$329 +3 +1%
Allworth Financial
518
Allworth Financial
California
$24K +$986 +9 +5%
EWM
519
EPG Wealth Management
Georgia
$24K +$11K +100 +91%
Smithfield Trust
520
Smithfield Trust
Pennsylvania
$22K – – –
PK
521
Pflug Koory
Nebraska
$21K – – –
MTIC
522
Missouri Trust & Investment Company
Missouri
$21K +$19.4K +177 New
LWA
523
Lowe Wealth Advisors
Maryland
$18K – – –
AW
524
Avion Wealth
Texas
$17K – – –
CIAS
525
Capital Investment Advisory Services
North Carolina
$17K – – –