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iShares Residential and Multisector Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
51
Momentum Advisors
New York
$1.06M +$86.7K +1,060 +8%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$1.06M -$2.14M -26,136 -64%
LSAG
53
Lake Street Advisors Group
New Hampshire
$1.04M +$1.18M +14,418 New
PCIG
54
Partners Capital Investment Group
Massachusetts
$1.03M +$1.18M +14,417 New
CG
55
Colony Group
Massachusetts
$951K -$11.6K -142 -1%
Marshall Wace
56
Marshall Wace
United Kingdom
$938K -$1.03M -12,636 -49%
CMP
57
Courage Miller Partners
Virginia
$767K -$15.6K -191 -2%
BSW
58
Buckingham Strategic Wealth
Missouri
$738K +$39K +477 +5%
CA
59
Cetera Advisors
Colorado
$707K -$17.1K -209 -2%
KCM
60
Kendall Capital Management
Maryland
$688K +$17.6K +215 +2%
PA
61
PFG Advisors
Arizona
$688K +$784K +9,584 New
Baird Financial Group
62
Baird Financial Group
Wisconsin
$660K
MOS
63
MGO One Seven
Ohio
$658K +$845K +10,332 New
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$582K
BWG
65
Beta Wealth Group
California
$579K +$659K +8,060 New
RW
66
RVW Wealth
California
$568K +$11.4K +140 +2%
RFC
67
Regions Financial Corp
Alabama
$561K
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$548K +$449K +5,485 +387%
NWA
69
Navis Wealth Advisors
New York
$542K
SPC
70
Sigma Planning Corp
Michigan
$531K -$23.7K -290 -4%
BAM
71
BTS Asset Management
Massachusetts
$530K -$362K -4,426 -40%
AFA
72
American Financial Advisors
Georgia
$516K -$2.7K -33 -0.5%
MIH
73
Meitav Investment House
Israel
$510K
DI
74
Disciplined Investments
Oklahoma
$501K
CAM
75
Cozad Asset Management
Illinois
$493K