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iShares Residential and Multisector Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$253K +$252K +4,294 New
VA
52
Valmark Advisers
Ohio
$248K +$3.82K +65 +2%
SRC
53
Shufro Rose & Co
New York
$246K +$241K +4,100 New
ASN
54
Advisory Services Network
Georgia
$230K -$219K -3,722 -49%
IAA
55
Ironsides Asset Advisors
North Carolina
$227K -$323K -5,505 -59%
FANJ
56
Financial Architects (New Jersey)
New Jersey
$219K
KCM
57
Kendall Capital Management
Maryland
$219K +$214K +3,642 New
BCM
58
Boltwood Capital Management
California
$216K +$211K +3,600 New
CWM
59
Cabot Wealth Management
Massachusetts
$210K +$206K +3,508 New
CAAS
60
Capital Asset Advisory Services
Michigan
$204K +$193K +3,282 New
RJA
61
Raymond James & Associates
Florida
$202K -$43.1K -734 -18%
PAG
62
Private Advisor Group
New Jersey
$100K +$97.3K +1,656 New
PFO
63
Pathstone Family Office
New Jersey
$90K -$176K -3,000 -67%
GWM
64
Geneos Wealth Management
Colorado
$85K -$7.05K -120 -8%
GRP
65
Global Retirement Partners
California
$75K +$24.3K +413 +49%
IA
66
IFP Advisors
Florida
$63K -$21.6K -367 -26%
BC
67
Bartlett & Co
Ohio
$53K -$59.4K -1,011 -53%
BCWM
68
Bartlett & Co Wealth Management
Ohio
$53K -$59.4K -1,011 -53%
OPS
69
Orion Portfolio Solutions
Nebraska
$41K -$10.9K -186 -21%
BA
70
Ballast Advisors
Minnesota
$24K
MAM
71
Marquette Asset Management
Minnesota
$22K -$166K -2,829 -88%
EIP
72
Ellis Investment Partners
Pennsylvania
$22K -$4.7K -80 -18%
HS
73
Horan Securities
United States
$19K +$176 +3 +1%
AIC
74
Archer Investment Corporation
Indiana
$15.6K -$19.2K -327 -56%
NSIM
75
North Star Investment Management
Illinois
$15K