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iShares Residential and Multisector Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
101
B. Riley Wealth Advisors
Florida
$303K +$292K +3,504 New
P
102
&Partners
Tennessee
$296K +$33K +396 +13%
ATI
103
ARK & TLK Investments
Oklahoma
$294K – – –
AAS
104
Ameritas Advisory Services
Nebraska
$275K +$1K +12 +0.4%
BWCS
105
Beirne Wealth Consulting Services
Connecticut
$273K +$1.08K +13 +0.4%
MOS
106
MGO One Seven
Ohio
$270K -$87.9K -1,053 -25%
CP
107
Castleview Partners
Texas
$267K +$32.7K +392 +15%
CL
108
Choreo LLC
Illinois
$262K +$167 +2 +0.1%
RFN
109
RDA Financial Network
Iowa
$262K -$3.67K -44 -1%
SRC
110
Shufro Rose & Co
New York
$259K – – –
ML
111
McAdam LLC
Pennsylvania
$254K -$53.6K -643 -18%
SIM
112
Seaview Investment Managers
Florida
$250K +$30.5K +366 +14%
SIS
113
Sound Income Strategies
Florida
$246K +$4.25K +51 +2%
KAS
114
Kestra Advisory Services
Texas
$233K +$225K +2,699 New
PCP
115
Proficio Capital Partners
Massachusetts
$231K -$822K -9,855 -79%
PWM
116
Prosperity Wealth Management
California
$224K +$216K +2,589 New
PCFFS
117
Pacific Center for Financial Services
California
$212K – – –
DWS
118
Dynamic Wealth Strategies
California
$210K +$203K +2,430 New
LPFG
119
Landing Point Financial Group
Ohio
$208K +$201K +2,409 New
OC
120
Oppenheimer & Co
New York
$206K +$199K +2,384 New
LAIC
121
Lederer & Associates Investment Counsel
California
$205K – – –
HI
122
Harbour Investments
Wisconsin
$189K +$14.3K +171 +8%
DFA
123
DHJJ Financial Advisors
Illinois
$177K – – –
Fidelity Investments
124
Fidelity Investments
Massachusetts
$162K +$63.2K +758 +68%
Comerica Bank
125
Comerica Bank
Texas
$135K -$9.76K -117 -7%