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iShares Global REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAAM
176
First Ascent Asset Management
Colorado
$279K +$274K +12,281 New
JMPWA
177
JP Morgan Private Wealth Advisors
California
$263K +$258K +11,561 New
FFM
178
Forum Financial Management
Illinois
$262K -$233K -10,460 -48%
RCG
179
Regatta Capital Group
California
$262K +$25.5K +1,145 +11%
SMA
180
Sage Mountain Advisors
Georgia
$259K
CA
181
Claro Advisors
Massachusetts
$254K +$250K +11,196 New
DI
182
DDFG Inc
California
$254K +$249K +11,169 New
FAM
183
Formidable Asset Management
Ohio
$253K
CAM
184
Cresset Asset Management
Illinois
$239K
FA
185
Flagstar Advisors
New York
$235K +$18.5K +830 +9%
DWT
186
Dorsey & Whitney Trust
South Dakota
$231K
MA
187
Mutual Advisors
Nebraska
$228K -$10.9K -490 -5%
BRWA
188
B. Riley Wealth Advisors
Florida
$226K -$24.1K -1,083 -10%
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$219K -$201 -9 -0.1%
DWA
190
Delap Wealth Advisory
Oregon
$217K +$213K +9,567 New
DCM
191
DGS Capital Management
New Jersey
$213K +$209K +9,363 New
Janney Montgomery Scott
192
Janney Montgomery Scott
Pennsylvania
$212K +$208K +9,352 New
WI
193
Wintrust Investments
Illinois
$211K -$83.4K -3,741 -29%
WT
194
Whittier Trust
California
$204K +$201K +9,000 New
CBFP
195
Cedar Brook Financial Partners
Ohio
$204K +$201K +8,995 New
AIP
196
Almanack Investment Partners
Pennsylvania
$202K +$199K +8,907 New
SFFS
197
Stonehage Fleming Financial Services
Jersey
$202K
GI
198
Gradient Investments
Minnesota
$201K
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$191K -$3.19K -143 -2%
Citigroup
200
Citigroup
New York
$184K -$108K -4,854 -37%