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iShares Residential and Multisector Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
51
Laurel Wealth Advisors (California)
California
$273K +$275K +4,482 New
FI
52
Financial Insights
Washington
$257K -$271K -4,411 -51%
VA
53
Valmark Advisers
Ohio
$254K +$2.83K +46 +1%
SRC
54
Shufro Rose & Co
New York
$250K
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$243K -$2.06M -33,499 -89%
MCM
56
Murphy Capital Management
New Jersey
$242K -$46.1K -750 -16%
FANJ
57
Financial Architects (New Jersey)
New Jersey
$223K
BCM
58
Boltwood Capital Management
California
$219K
SPC
59
Sigma Planning Corp
Michigan
$215K +$217K +3,526 New
ASN
60
Advisory Services Network
Georgia
$175K -$59.2K -963 -25%
GRP
61
Global Retirement Partners
California
$95K +$19.2K +312 +25%
GWM
62
Geneos Wealth Management
Colorado
$87K
NNP
63
Nachman Norwood & Parrott
South Carolina
$53K +$53.8K +876 New
EIP
64
Ellis Investment Partners
Pennsylvania
$38K +$17.4K +283 +80%
SIM
65
Seaview Investment Managers
Florida
$26K +$26.5K +431 New
Northern Trust
66
Northern Trust
Illinois
$25K +$492 +8 +4%
BA
67
Ballast Advisors
Minnesota
$24K
Fidelity Investments
68
Fidelity Investments
Massachusetts
$24K +$16.2K +264 +206%
MAM
69
Marquette Asset Management
Minnesota
$23K
SPIA
70
Steward Partners Investment Advisory
New York
$23K +$22.9K +372 New
HS
71
Horan Securities
United States
$19K +$123 +2 +0.6%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$13K +$123 +2 +0.9%
CG
73
Cutler Group
California
$12K +$12.2K +199 New
US Bancorp
74
US Bancorp
Minnesota
$11K
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$9K