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iShares Residential and Multisector Real Estate ETF
REZ

Name Holding Trade Value Shares
Change 		Change in
Stake
WBG
1
Wharton Business Group
Pennsylvania
$25.7M +$26.7M +502,545 New
LPL Financial
2
LPL Financial
California
$19M +$19.7M +371,310 New
Comerica Bank
3
Comerica Bank
Texas
$16.3M +$16.9M +318,321 New
HC
4
Highmount Capital
New York
$15.2M +$15.8M +297,215 New
Bank of America
5
Bank of America
North Carolina
$9.4M +$9.74M +183,586 New
FPTW
6
Franklin, Parlapiano, Turner & Welch
Texas
$9.23M +$9.57M +180,306 New
Wells Fargo
7
Wells Fargo
California
$5.8M +$6.02M +113,328 New
QA
8
Quantitative Advantage
Minnesota
$5.38M +$5.58M +105,084 New
CWM
9
Cabot Wealth Management
Massachusetts
$4.73M +$4.9M +92,374 New
Morgan Stanley
10
Morgan Stanley
New York
$4.42M +$4.59M +86,462 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.71M +$2.81M +52,972 New
CMP
12
Courage Miller Partners
Virginia
$2.47M +$2.56M +48,194 New
U
13
UBS
Switzerland
$2.45M +$2.54M +47,875 New
FHC
14
First Heartland Consultants
Missouri
$2.38M +$2.47M +46,482 New
Fidelity Investments
15
Fidelity Investments
Massachusetts
$2.17M +$2.25M +42,400 New
ACM
16
Avalon Capital Management
California
$1.88M +$1.95M +36,704 New
FANJ
17
Financial Architects (New Jersey)
New Jersey
$1.53M +$1.6M +30,086 New
BRWA
18
B. Riley Wealth Advisors
Florida
$1.4M +$1.45M +27,250 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.38M +$1.43M +26,911 New
CS
20
Credit Suisse
Switzerland
$1.33M +$1.38M +26,075 New
FMBTD
21
First Midwest Bank Trust Division
Illinois
$1.11M +$1.16M +21,775 New
RJA
22
Raymond James & Associates
Florida
$1.07M +$1.11M +20,852 New
NFG
23
Nadler Financial Group
Illinois
$1.03M +$1.07M +20,131 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$877K +$910K +17,142 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$733K +$760K +14,323 New
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