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iShares Residential and Multisector Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
76
Peapack-Gladstone Financial Corp
New Jersey
$366K
AWS
77
Atria Wealth Solutions
New York
$348K +$23.4K +328 +7%
HighTower Advisors
78
HighTower Advisors
Illinois
$348K +$12K +168 +4%
GW
79
GW & Wade
Massachusetts
$332K +$89.4K +1,252 +38%
SIS
80
Sound Income Strategies
Florida
$330K -$18.6K -261 -5%
VA
81
Valmark Advisers
Ohio
$305K -$35.6K -498 -11%
FIM
82
Freedom Investment Management
Connecticut
$293K +$285K +3,995 New
JP Morgan Chase
83
JP Morgan Chase
New York
$281K +$5.5K +77 +2%
AAS
84
Avantax Advisory Services
Texas
$271K -$17.1K -240 -6%
FANJ
85
Financial Architects (New Jersey)
New Jersey
$267K
BCM
86
Boltwood Capital Management
California
$264K
DI
87
Disciplined Investments
Oklahoma
$263K -$243K -3,397 -49%
JC
88
JB Capital
Connecticut
$251K +$786 +11 +0.3%
BCI
89
Brinker Capital Investments
Pennsylvania
$249K -$2.5K -35 -1%
OPS
90
Orion Portfolio Solutions
Nebraska
$249K -$2.5K -35 -1%
Tudor Investment Corp
91
Tudor Investment Corp
Connecticut
$237K +$5.07K +71 +2%
RFN
92
RDA Financial Network
Iowa
$235K -$15.7K -220 -6%
MHS
93
M Holdings Securities
Oregon
$232K -$636K -8,911 -74%
BA
94
Bard Associates
Illinois
$231K
BWCS
95
Beirne Wealth Consulting Services
Connecticut
$221K -$251K -3,519 -54%
SRC
96
Shufro Rose & Co
New York
$220K
KAS
97
Kestra Advisory Services
Texas
$217K +$212K +2,964 New
CWM
98
Connecticut Wealth Management
Connecticut
$211K +$1.14K +16 +0.6%
SIM
99
Seaview Investment Managers
Florida
$208K -$50.6K -708 -20%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$205K +$200K +2,795 New