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iShares Residential and Multisector Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
51
Pacific Center for Financial Services
California
$350K +$2.03K +31 +0.6%
SFS
52
Sowell Financial Services
Arkansas
$307K +$65 +1 +0%
RFN
53
RDA Financial Network
Iowa
$302K -$145K -2,211 -33%
BWA
54
Beam Wealth Advisors
Louisiana
$283K -$22.3K -341 -8%
VA
55
Valmark Advisers
Ohio
$281K -$1.64K -25 -0.6%
SRC
56
Shufro Rose & Co
New York
$278K
FI
57
Financial Insights
Washington
$273K -$12.4K -189 -4%
MCM
58
Murphy Capital Management
New Jersey
$259K -$9.81K -150 -4%
KAS
59
Kestra Advisory Services
Texas
$257K +$250K +3,818 New
FANJ
60
Financial Architects (New Jersey)
New Jersey
$248K
BCM
61
Boltwood Capital Management
California
$244K
LNC
62
Lincoln National Corp
Pennsylvania
$229K -$145K -2,211 -40%
CWM
63
Cabot Wealth Management
Massachusetts
$220K +$212K +3,242 New
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$219K +$211K +3,231 New
IA
65
IFG Advisors
Missouri
$201K +$194K +2,969 New
ASN
66
Advisory Services Network
Georgia
$186K -$7.59K -116 -4%
GRP
67
Global Retirement Partners
California
$180K +$71.2K +1,088 +70%
GWM
68
Geneos Wealth Management
Colorado
$97K +$7.05M +107,731 +7,414%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$79K +$78.5K +1,200 New
DWP
70
Destiny Wealth Partners
Florida
$67K +$65K +994 New
MPCG
71
Matrix Private Capital Group
New York
$60K +$57.8K +883 New
EIP
72
Ellis Investment Partners
Pennsylvania
$44K +$327 +5 +0.8%
SIM
73
Seaview Investment Managers
Florida
$37K +$7.65K +117 +27%
SPIA
74
Steward Partners Investment Advisory
New York
$33K +$7.06K +108 +29%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$30K +$3.34K +51 +13%