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iShares Residential and Multisector Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
51
Creative Financial Designs
Indiana
$1.29M +$71.9K +837 +6%
CI
52
CX Institutional
Indiana
$1.22M -$47.4K -552 -4%
LWM
53
LongView Wealth Management
Georgia
$1.22M +$552K +6,432 +87%
BMCM
54
Burns Matteson Capital Management
New York
$1.21M -$676K -7,867 -35%
MWML
55
M Wealth Management LLC
California
$1.21M +$15.8K +184 +1%
CM
56
Cornerstone Management
Georgia
$1.14M
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$1.13M +$22.9K +267 +2%
CWM
58
Comprehensive Wealth Management
Washington
$1.12M +$78.8K +917 +7%
SFC
59
Strategic Financial Concepts
Texas
$1.12M +$1.15M +13,437 New
RTC
60
Real Talk Capital
Tennessee
$1.11M +$417K +4,854 +57%
KCM
61
Kendall Capital Management
Maryland
$1.04M +$52.8K +615 +5%
Brown Advisory
62
Brown Advisory
Maryland
$936K
CAAS
63
Capital Asset Advisory Services
Michigan
$891K -$73.8K -859 -8%
JFG
64
Jefferies Financial Group
New York
$832K +$859K +10,000 New
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$829K +$8.16K +95 +1%
SWM
66
Steelhead Wealth Management
Virginia
$733K +$757K +8,814 New
MSFS
67
Main Street Financial Solutions
Pennsylvania
$718K -$204K -2,376 -22%
MMH
68
Menora Mivtachim Holdings
Israel
$707K
BWG
69
Beta Wealth Group
California
$664K +$93.1K +1,084 +16%
FWP
70
Family Wealth Partners
North Carolina
$628K +$139K +1,615 +27%
HighTower Advisors
71
HighTower Advisors
Illinois
$601K -$46.6K -543 -7%
SWM
72
SeaCrest Wealth Management
New York
$585K
LAIC
73
Lederer & Associates Investment Counsel
California
$575K
Jones Financial Companies
74
Jones Financial Companies
Missouri
$560K -$48.3K -562 -8%
AWM
75
AE Wealth Management
Kansas
$543K -$30K -349 -5%