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iShares Global REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Asset Management One
26
Asset Management One
Japan
$11.4M +$4.9M +220,000 +78%
LFG
27
Larson Financial Group
Missouri
$10.9M -$1.38M -61,846 -11%
OFG
28
Oxford Financial Group
Indiana
$10.4M +$7.38M +331,019 +261%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$10.4M -$189K -8,498 -2%
BSWM
30
Boston Standard Wealth Management
Massachusetts
$10.1M +$493K +22,126 +5%
CHA
31
Cooper/Haims Advisors
New York
$9.76M +$2.25M +101,013 +31%
GB
32
Gunma Bank
Japan
$9.54M
SAG
33
SageView Advisory Group
California
$9.53M +$9.35M +419,482 New
S
34
SimplyRich
California
$9.34M +$135K +6,049 +1%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$9.19M +$429K +19,233 +5%
BOPW
36
Brandywine Oak Private Wealth
Pennsylvania
$8.79M +$474K +21,264 +6%
Creative Planning
37
Creative Planning
Kansas
$8.59M +$5.9M +264,658 +233%
Cerity Partners
38
Cerity Partners
New York
$8.04M +$3.92M +175,923 +99%
Ameriprise
39
Ameriprise
Minnesota
$7.84M +$535K +24,018 +7%
DPI
40
Diversified Portfolios Inc
Michigan
$6.94M +$4.48M +201,048 +193%
RCI
41
RS Crum Inc
California
$6.76M +$5.22M +234,280 +369%
WPW
42
Waldron Private Wealth
Pennsylvania
$6.59M
FWP
43
FAS Wealth Partners
Kansas
$6.49M +$154K +6,892 +2%
OPWM
44
Oakwell Private Wealth Management
Texas
$6.31M +$502K +22,508 +9%
Bank Julius Baer & Co
45
Bank Julius Baer & Co
Switzerland
$6.28M +$97.2K +4,360 +2%
MBFW
46
Morton Brown Family Wealth
Pennsylvania
$6.13M -$652K -29,254 -10%
AAS
47
Ameritas Advisory Services
Nebraska
$6.04M -$2.82M -126,545 -32%
B
48
Bailard
California
$6.03M -$17.4K -780 -0.3%
UBS Group
49
UBS Group
Switzerland
$5.92M +$4.1M +183,698 +238%
QC
50
Quent Capital
New York
$5.66M -$2.03M -90,865 -27%