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iShares US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$900K +$67.9K +841 +8%
MML Investors Services
152
MML Investors Services
Massachusetts
$887K -$86.9K -1,076 -9%
Thrivent Financial for Lutherans
153
Thrivent Financial for Lutherans
Minnesota
$879K +$23.7K +294 +3%
CAGAS
154
Capital Advisory Group Advisory Services
Minnesota
$872K +$186K +2,307 +27%
PFC
155
Phocas Financial Corp
California
$867K
BWA
156
Beam Wealth Advisors
Louisiana
$866K +$9.61K +119 +1%
Bank Julius Baer & Co
157
Bank Julius Baer & Co
Switzerland
$862K +$48.9K +606 +6%
JWCA
158
J.W. Cole Advisors
Florida
$861K +$871K +10,786 New
BFPW
159
BOK Financial Private Wealth
Colorado
$806K -$12.4K -153 -1%
CG
160
Cynosure Group
Utah
$798K
GIA
161
Granite Investment Advisors
New Hampshire
$783K +$16.6K +206 +2%
PFPT
162
Pinnacle Financial Partners (Tennessee)
Tennessee
$766K -$9.93K -123 -1%
Janney Montgomery Scott
163
Janney Montgomery Scott
Pennsylvania
$763K -$274K -3,387 -26%
SCP
164
Stamos Capital Partners
California
$758K +$436K +5,400 +132%
SW
165
SlateStone Wealth
Florida
$748K +$756K +9,363 New
WA
166
WESPAC Advisors
California
$747K -$162K -2,004 -18%
William Blair & Company
167
William Blair & Company
Illinois
$744K +$38.3K +474 +5%
WPW
168
Waldron Private Wealth
Pennsylvania
$735K
AF
169
Advisornet Financial
Minnesota
$688K +$209K +2,589 +43%
FA
170
FMA Advisory
Pennsylvania
$687K -$19.4K -240 -3%
VWM
171
Valley Wealth Managers
New Jersey
$680K
FI
172
FormulaFolio Investments
Michigan
$670K +$173K +2,145 +34%
BAM
173
Baldrige Asset Management
Pennsylvania
$660K +$12.6K +156 +2%
OIA
174
OneDigital Investment Advisors
Kansas
$643K +$326K +4,031 +100%
JGC
175
J. Goldman & Co
New York
$639K +$377K +4,671 +140%