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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
$330K
MMH
77
Menora Mivtachim Holdings
Israel
$330K
AWS
78
Atria Wealth Solutions
New York
$317K
KAS
79
Kestra Advisory Services
Texas
$313K +$127K +1,784 +60%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$305K -$139K -1,942 -30%
VA
81
Valmark Advisers
Ohio
$300K +$27.7K +387 +9%
AAS
82
Avantax Advisory Services
Texas
$291K +$51.1K +715 +19%
SIS
83
Sound Income Strategies
Florida
$283K -$14.9K -209 -5%
CL
84
Choreo LLC
Illinois
$262K -$80K -1,120 -22%
JP Morgan Chase
85
JP Morgan Chase
New York
$244K -$8.93K -125 -3%
BCM
86
Boltwood Capital Management
California
$237K
DI
87
Disciplined Investments
Oklahoma
$236K
FIM
88
Freedom Investment Management
Connecticut
$226K -$40.3K -564 -14%
JC
89
JB Capital
Connecticut
$226K
BCI
90
Brinker Capital Investments
Pennsylvania
$225K
OPS
91
Orion Portfolio Solutions
Nebraska
$225K
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$223K +$41.6K +582 +21%
BWCS
93
Beirne Wealth Consulting Services
Connecticut
$221K
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$216K +$133K +1,858 +155%
Tudor Investment Corp
95
Tudor Investment Corp
Connecticut
$213K
RFN
96
RDA Financial Network
Iowa
$210K -$1.93K -27 -0.8%
BA
97
Bard Associates
Illinois
$206K -$4.29K -60 -2%
PCFFS
98
Pacific Center for Financial Services
California
$162K
AssetMark Inc
99
AssetMark Inc
California
$144K +$143K +2,007 +1,097%
DFA
100
DHJJ Financial Advisors
Illinois
$140K +$152K +2,124 New