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iShares Residential and Multisector Real Estate ETF
REZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1
Mainstay Capital Management
Michigan
$27.9M +$83.1K +1,226 +0.3%
NCM
2
Niemann Capital Management
Nevada
$26.4M +$25.3M +372,471 New
FPTW
3
Franklin, Parlapiano, Turner & Welch
Texas
$21.3M -$393K -5,800 -2%
Ameriprise
4
Ameriprise
Minnesota
$11.4M +$8.93M +131,672 +441%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.53M +$6.63M +97,835 +265%
CIM
6
Cambria Investment Management
California
$6.8M +$74.1K +1,093 +1%
Wells Fargo
7
Wells Fargo
California
$6M -$322K -4,752 -5%
FIM
8
Freedom Investment Management
Connecticut
$5.7M +$5.46M +80,561 New
LPL Financial
9
LPL Financial
California
$5.55M +$1.44M +21,294 +37%
DC
10
Derby & Company
Massachusetts
$5.39M +$204K +3,007 +4%
Bank of America
11
Bank of America
North Carolina
$5.33M +$651K +9,602 +15%
Morgan Stanley
12
Morgan Stanley
New York
$5.31M +$1.27M +18,758 +33%
VC
13
Vicus Capital
Pennsylvania
$4.16M +$1.32M +19,422 +49%
FMP
14
Financial Management Professionals
Texas
$3.76M +$3.61M +53,196 New
KTA
15
Keeley-Teton Advisors
Illinois
$3.6M +$301K +4,436 +10%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.02M +$110K +1,623 +4%
JA
17
JVL Associates
Michigan
$2.88M +$117K +1,729 +4%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$2.73M +$1.43M +21,067 +120%
SWM
19
Segment Wealth Management
Texas
$2.71M +$35.3K +520 +1%
IFA
20
Interactive Financial Advisors
Illinois
$2.4M -$120K -1,772 -5%
Brown Advisory
21
Brown Advisory
Maryland
$2.33M – – –
MML Investors Services
22
MML Investors Services
Massachusetts
$2.33M +$375K +5,535 +20%
SWA
23
Stratos Wealth Advisors
Ohio
$1.69M -$179K -2,633 -10%
CMP
24
Courage Miller Partners
Virginia
$1.47M -$20.8K -306 -1%
QA
25
Quantitative Advantage
Minnesota
$1.37M -$59.5K -878 -4%
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