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iShares Residential and Multisector Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Connecticut Wealth Management
Connecticut
$705K
RTC
77
Real Talk Capital
Tennessee
$702K +$742K +8,661 New
MWM
78
Merriman Wealth Management
Washington
$700K -$29.2K -341 -4%
AG
79
Ascent Group
Virginia
$672K +$711K +8,299 New
HighTower Advisors
80
HighTower Advisors
Illinois
$664K +$4.8K +56 +0.7%
IFA
81
Interactive Financial Advisors
Illinois
$657K -$45.1K -526 -6%
BWG
82
Beta Wealth Group
California
$657K -$57.5K -671 -8%
BA
83
Bard Associates
Illinois
$584K +$51K +595 +9%
BCI
84
Brinker Capital Investments
Pennsylvania
$571K -$90.1K -1,052 -13%
OPS
85
Orion Portfolio Solutions
Nebraska
$571K -$90.1K -1,052 -13%
BCM
86
Beaumont Capital Management
Massachusetts
$562K +$594K +6,931 New
D.E. Shaw & Co
87
D.E. Shaw & Co
New York
$551K +$583K +6,799 New
AFA
88
American Financial Advisors
Georgia
$542K -$1.37K -16 -0.2%
CMP
89
Courage Miller Partners
Virginia
$518K -$428 -5 -0.1%
SSA
90
Schonfeld Strategic Advisors
New York
$502K +$531K +6,192 New
NWM
91
Napa Wealth Management
California
$489K +$518K +6,041 New
AAS
92
Avantax Advisory Services
Texas
$452K -$1.3M -15,230 -73%
HIM
93
Hanlon Investment Management
New Jersey
$448K +$473K +5,524 New
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$428K -$953K -11,123 -68%
PGFC
95
Peapack-Gladstone Financial Corp
New Jersey
$405K
Jones Financial Companies
96
Jones Financial Companies
Missouri
$400K +$122K +1,424 +40%
ASN
97
Advisory Services Network
Georgia
$391K +$413K +4,823 New
CAM
98
Cozad Asset Management
Illinois
$390K +$6.08K +71 +1%
NWA
99
Navis Wealth Advisors
New York
$368K -$304K -3,550 -44%
TRCT
100
Tower Research Capital (TRC)
New York
$364K +$279K +3,258 +263%