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iShares Residential and Multisector Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
SeaCrest Wealth Management
New York
$582K -$46.2K -551 -7%
LAIC
77
Lederer & Associates Investment Counsel
California
$571K +$380K +4,530 +191%
BWG
78
Beta Wealth Group
California
$570K -$27.6K -329 -5%
AWM
79
AE Wealth Management
Kansas
$568K +$4.61K +55 +0.8%
FFA
80
Farther Finance Advisors
California
$533K +$541K +6,455 New
CMP
81
Courage Miller Partners
Virginia
$523K -$3.86K -46 -0.7%
AFA
82
American Financial Advisors
Georgia
$510K +$3.86K +46 +0.8%
IFA
83
Interactive Financial Advisors
Illinois
$496K -$103K -1,229 -17%
FWP
84
Family Wealth Partners
North Carolina
$490K +$12.1K +144 +2%
CWM
85
Connecticut Wealth Management
Connecticut
$475K
PGFC
86
Peapack-Gladstone Financial Corp
New Jersey
$458K
TWP
87
Triad Wealth Partners
Kansas
$453K +$459K +5,476 New
HF
88
HRT Financial
New York
$431K +$438K +5,221 New
BWS
89
Buck Wealth Strategies
Colorado
$412K -$419K -4,992 -50%
NWA
90
Navis Wealth Advisors
New York
$385K +$4.19K +50 +1%
SF
91
Summit Financial
New Jersey
$360K +$78K +930 +27%
CAM
92
Cozad Asset Management
Illinois
$357K
BRWA
93
B. Riley Wealth Advisors
Florida
$330K +$42.8K +510 +15%
BCM
94
Boltwood Capital Management
California
$298K
DI
95
Disciplined Investments
Oklahoma
$296K
ML
96
McAdam LLC
Pennsylvania
$291K +$55.3K +660 +23%
VA
97
Valmark Advisers
Ohio
$290K -$22.8K -272 -7%
RW
98
RVW Wealth
California
$290K -$16.3K -194 -5%
D.E. Shaw & Co
99
D.E. Shaw & Co
New York
$284K +$68.3K +814 +31%
ATI
100
ARK & TLK Investments
Oklahoma
$281K