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iShares Residential and Multisector Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LAIC
126
Lederer & Associates Investment Counsel
California
$228K
CWM
127
Cabot Wealth Management
Massachusetts
$224K
BF
128
BOK Financial
Oklahoma
$223K +$216K +2,330 New
WEG
129
World Equity Group
Illinois
$220K +$213K +2,299 New
LWAC
130
Laurel Wealth Advisors (California)
California
$209K +$202K +2,177 New
IA
131
IAM Advisory
Pennsylvania
$204K -$53.4K -576 -21%
MFG
132
MidWestOne Financial Group
Iowa
$204K
OPWM
133
Oxinas Partners Wealth Management
Indiana
$200K +$193K +2,081 New
S
134
SignatureFD
Georgia
$184K +$556 +6 +0.3%
GWSG
135
GPS Wealth Strategies Group
Colorado
$163K
William Blair & Company
136
William Blair & Company
Illinois
$141K +$6.96K +75 +5%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$138K +$20.2K +218 +18%
T
138
TCWP
Ohio
$119K +$116K +1,251 New
GWM
139
Geneos Wealth Management
Colorado
$96K -$6.31K -68 -6%
DWP
140
Destiny Wealth Partners
Florida
$95K
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$85K +$93 +1 +0.1%
CCA
142
Catalyst Capital Advisors
New York
$78K +$75.2K +811 New
Fidelity Investments
143
Fidelity Investments
Massachusetts
$69K -$2.23K -24 -3%
EIP
144
Ellis Investment Partners
Pennsylvania
$62K +$93 +1 +0.2%
National Bank of Canada
145
National Bank of Canada
Quebec, Canada
$58K -$13.9K -150 -20%
C
146
Covestor
United Kingdom
$41K +$23.3K +251 +144%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$40K +$31.8K +343 +457%
AWM
148
Angeles Wealth Management
California
$38K +$37.1K +400 New
HIIFS
149
Harel Insurance Investments & Financial Services
Israel
$38K +$37.1K +400 New
MCC
150
Money Concepts Capital
Florida
$37K +$35.5K +383 New