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iShares Residential and Multisector Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
51
JP Morgan Private Wealth Advisors
California
$396K +$175K +2,260 +75%
FIM
52
Freedom Investment Management
Connecticut
$394K -$2.55M -32,876 -86%
MCM
53
Murphy Capital Management
New Jersey
$394K -$23.3K -300 -5%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$356K +$66.3K +855 +22%
IWM
55
IHT Wealth Management
Illinois
$333K -$55.5K -715 -14%
VA
56
Valmark Advisers
Ohio
$309K +$29.1K +375 +10%
Stifel Financial
57
Stifel Financial
Missouri
$307K -$77.8K -1,003 -20%
FPGK
58
Financial Partners Group (Kansas)
Kansas
$297K +$293K +3,777 New
DC
59
Derby & Company
Massachusetts
$292K +$71.6K +923 +31%
FANJ
60
Financial Architects (New Jersey)
New Jersey
$275K
FI
61
Financial Insights
Washington
$273K +$281K +3,618 New
BCM
62
Boltwood Capital Management
California
$271K
KCM
63
Kendall Capital Management
Maryland
$268K +$35K +451 +15%
CWM
64
Cabot Wealth Management
Massachusetts
$264K
IWC
65
Integrated Wealth Concepts
Massachusetts
$255K +$25.3K +326 +11%
MAM
66
Marquette Asset Management
Minnesota
$241K
IA
67
IFG Advisors
Missouri
$241K +$3.72K +48 +2%
LWAC
68
Laurel Wealth Advisors (California)
California
$230K -$9.77K -126 -4%
FAAS
69
First Allied Advisory Services
California
$221K +$2.09K +27 +0.9%
SFS
70
Sowell Financial Services
Arkansas
$215K +$216K +2,786 +4,422%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$211K -$58.2K -750 -21%
SFA
72
Spectrum Financial Alliance
Kentucky
$207K +$10.4K +134 +5%
SPC
73
Sigma Planning Corp
Michigan
$201K -$2.04M -26,312 -91%
CF
74
Centaurus Financial
California
$197K +$203K +2,618 New
PCFFS
75
Pacific Center for Financial Services
California
$186K +$36.1K +466 +23%