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iShares Residential and Multisector Real Estate ETF
REZ

Name Holding Trade Value Shares
Change 		Change in
Stake
FPTW
1
Franklin, Parlapiano, Turner & Welch
Texas
$18.4M +$283K +4,778 +2%
Stifel Financial
2
Stifel Financial
Missouri
$14.6M -$5.55M -93,582 -29%
Brown Advisory
3
Brown Advisory
Maryland
$5.25M -$127K -2,141 -3%
Wells Fargo
4
Wells Fargo
California
$5.06M +$65.6K +1,105 +1%
LPL Financial
5
LPL Financial
California
$4.69M -$379K -6,390 -8%
DC
6
Derby & Company
Massachusetts
$4.39M +$315K +5,316 +8%
IFA
7
Interactive Financial Advisors
Illinois
$3.14M -$157K -2,642 -5%
KTA
8
Keeley-Teton Advisors
Illinois
$2.73M +$519K +8,745 +25%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.46M +$198K +3,345 +9%
Morgan Stanley
10
Morgan Stanley
New York
$2.34M -$422K -7,112 -16%
JA
11
JVL Associates
Michigan
$2.23M -$58.6K -988 -3%
PSF
12
Pacific Sun Financial
California
$2.21M -$208K -3,500 -9%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$2.12M -$2.78M -46,897 -58%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.99M +$1.87M +31,599 New
Bank of America
15
Bank of America
North Carolina
$1.72M -$931K -15,684 -37%
CIM
16
Confluence Investment Management
Missouri
$1.36M -$1.13M -19,058 -47%
CMP
17
Courage Miller Partners
Virginia
$1.36M -$4.09K -69 -0.3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.21M -$993K -16,739 -47%
Ameriprise
19
Ameriprise
Minnesota
$1.21M -$494K -8,320 -30%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$1.13M – – –
MML Investors Services
21
MML Investors Services
Massachusetts
$1.07M +$441K +7,426 +78%
BFPW
22
BOK Financial Private Wealth
Colorado
$653K -$85K -1,432 -12%
Citigroup
23
Citigroup
New York
$623K +$8.66K +146 +1%
Goldman Sachs
24
Goldman Sachs
New York
$610K +$239K +4,034 +71%
VC
25
Vicus Capital
Pennsylvania
$581K +$149K +2,508 +37%
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