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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
$17M +$824K +11,445 +4%
Bank of America
2
Bank of America
North Carolina
$13.6M +$5.3M +73,679 +43%
Morgan Stanley
3
Morgan Stanley
New York
$10.1M +$1.9M +26,419 +17%
Ameriprise
4
Ameriprise
Minnesota
$8.29M -$195K -2,708 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.18M -$1.03M -14,257 -13%
Wells Fargo
6
Wells Fargo
California
$5.13M +$664K +9,216 +11%
LPL Financial
7
LPL Financial
California
$4.97M -$5.62M -78,012 -46%
UBS Group
8
UBS Group
Switzerland
$4.4M -$2.55M -35,426 -31%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.96M -$456K -6,329 -8%
KTA
10
Keeley-Teton Advisors
Illinois
$3.41M +$96K +1,333 +2%
Citadel Advisors
11
Citadel Advisors
Florida
$2.46M +$3.2M +44,503 New
JA
12
JVL Associates
Michigan
$2.45M +$54.1K +751 +2%
BRWA
13
B. Riley Wealth Advisors
Florida
$2.36M +$3.07M +42,688 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.34M -$626K -8,695 -17%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.33M +$8.36M +116,050 New
ACA
16
Ascension Capital Advisors
Texas
$2.27M -$2.33M -32,305 -44%
APA
17
American Portfolios Advisors
New York
$2.24M +$2.78M +38,588 +1,986%
Brown Advisory
18
Brown Advisory
Maryland
$2.22M +$340K +4,716 +13%
MML Investors Services
19
MML Investors Services
Massachusetts
$2.12M -$400K -5,551 -13%
PSF
20
Pacific Sun Financial
California
$1.81M +$93.7K +1,302 +4%
AAS
21
Avantax Advisory Services
Texas
$1.57M +$1.61M +22,324 +364%
BFM
22
Boston Financial Management
Massachusetts
$1.42M +$1.85M +25,700 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.29M -$268K -3,716 -14%
QA
24
Quantitative Advantage
Minnesota
$1.26M +$55.4K +769 +3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.02M +$124K +1,721 +10%
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