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iShares Residential and Multisector Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
51
Marquette Asset Management
Minnesota
$285K
CIA
52
Capital Investment Advisors
Georgia
$280K
AFP
53
Ausdal Financial Partners
Iowa
$275K +$264K +4,075 New
BCM
54
Boltwood Capital Management
California
$243K
CWM
55
Cabot Wealth Management
Massachusetts
$237K
FAAS
56
First Allied Advisory Services
California
$234K -$1.55K -24 -0.7%
BAC
57
Boys Arnold & Co
North Carolina
$230K +$220K +3,400 New
NFG
58
Next Financial Group
Texas
$220K +$105K +1,617 +98%
WP
59
WealthSource Partners
California
$220K +$212K +3,266 New
GWM
60
Geneos Wealth Management
Colorado
$134K +$86.2K +1,330 +199%
Creative Planning
61
Creative Planning
Kansas
$97K -$5.7K -88 -6%
RCG
62
Ruggie Capital Group
Florida
$75K
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$69K +$3.31K +51 +5%
WEC
64
Winslow Evans & Crocker
Massachusetts
$52.5K
ACM
65
Argentus Capital Management
Texas
$29K +$28.1K +434 New
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$20K
JP Morgan Chase
67
JP Morgan Chase
New York
$20K
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$14K
US Bancorp
69
US Bancorp
Minnesota
$12K
Citigroup
70
Citigroup
New York
$10K +$9.14K +141 New
BlackRock
71
BlackRock
New York
$8K +$5.18K +80 +222%
WA
72
WFG Advisors
Texas
$1K
PVH
73
Psagot Value Holdings
Israel
$1K +$583 +9 New
WP
74
WealthPLAN Partners
Nebraska
$4 +$4.21K +65 New
RJA
75
Raymond James & Associates
Florida
-$7.36M -111,597 Closed