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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
$20.4M +$705K +11,474 +4%
Bank of America
2
Bank of America
North Carolina
$14.1M +$3.55M +57,774 +33%
Ameriprise
3
Ameriprise
Minnesota
$12M +$353K +5,741 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.9M +$8.42M +136,940 +333%
UBS Group
5
UBS Group
Switzerland
$10.4M +$2.51M +40,885 +32%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$9.8M +$1.61M +26,164 +19%
CAAS
7
Capital Asset Advisory Services
Michigan
$8.26M +$8.13M +132,254 +4,030%
Morgan Stanley
8
Morgan Stanley
New York
$6.57M -$456K -7,416 -6%
Wells Fargo
9
Wells Fargo
California
$5.16M -$442K -7,198 -8%
KTA
10
Keeley-Teton Advisors
Illinois
$4.33M +$105K +1,701 +2%
ACA
11
Ascension Capital Advisors
Texas
$3.6M +$109K +1,781 +3%
LPL Financial
12
LPL Financial
California
$3.13M -$1.22M -19,790 -28%
APA
13
American Portfolios Advisors
New York
$2.51M -$343K -5,577 -12%
IFA
14
Interactive Financial Advisors
Illinois
$2.46M +$341K +5,548 +16%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$2.17M +$1M +16,300 +84%
BRWA
16
B. Riley Wealth Advisors
Florida
$2.1M -$1.68M -27,257 -44%
MML Investors Services
17
MML Investors Services
Massachusetts
$2.09M -$226K -3,681 -10%
PSF
18
Pacific Sun Financial
California
$1.99M -$16.5K -268 -0.8%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.96M -$426K -6,923 -18%
BFM
20
Boston Financial Management
Massachusetts
$1.57M – – –
Brown Advisory
21
Brown Advisory
Maryland
$1.21M -$262K -4,257 -18%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.19M -$2.23M -36,286 -65%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.1M -$147K -2,386 -12%
CMP
24
Courage Miller Partners
Virginia
$1.02M – – –
Citadel Advisors
25
Citadel Advisors
Florida
$1.02M +$1.03M +16,691 New
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