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iShares US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
201
Clear Creek Financial Management
Washington
$716K -$14.1M -148,088 -95%
AF
202
Allworth Financial
California
$711K -$272K -2,860 -27%
GFWA
203
Grey Fox Wealth Advisors
Delaware
$685K +$76K +799 +13%
BWG
204
Balanced Wealth Group
Ohio
$679K +$2.57K +27 +0.4%
CAM
205
Covenant Asset Management
New Jersey
$677K -$10.9K -115 -2%
Deutsche Bank
206
Deutsche Bank
Germany
$669K
ALA
207
Atlas Legacy Advisors
California
$669K -$110K -1,153 -14%
SIS
208
Sound Income Strategies
Florida
$669K +$13.9K +146 +2%
EWP
209
Elevation Wealth Partners
California
$653K
DCM
210
Dimension Capital Management
Florida
$632K -$3.23K -34 -0.5%
KP
211
Keel Point
Alabama
$627K +$4.09K +43 +0.7%
CMP
212
Courage Miller Partners
Virginia
$622K +$8.18K +86 +1%
MGIA
213
Moneta Group Investment Advisors
Missouri
$615K +$17.2K +181 +3%
AllianceBernstein
214
AllianceBernstein
Tennessee
$611K +$109K +1,149 +22%
BCI
215
Brinker Capital Investments
Pennsylvania
$601K +$164K +1,726 +38%
OPS
216
Orion Portfolio Solutions
Nebraska
$601K +$164K +1,726 +38%
WIM
217
Waycross Investment Management
Washington
$600K +$70.4K +740 +13%
WPW
218
Waldron Private Wealth
Pennsylvania
$598K
CFD
219
Creative Financial Designs
Indiana
$591K +$168K +1,767 +40%
Jones Financial Companies
220
Jones Financial Companies
Missouri
$582K +$384K +4,036 +191%
JWCA
221
J.W. Cole Advisors
Florida
$581K +$306K +3,215 +113%
BA
222
Bristlecone Advisors
Washington
$575K -$44.2K -465 -7%
ASN
223
Advisory Services Network
Georgia
$572K -$5.71K -60 -1%
GAM
224
Gould Asset Management
California
$572K
RIA
225
Regal Investment Advisors
Michigan
$570K -$5.33K -56 -0.9%