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iShares Residential and Multisector Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPTW
1
Franklin, Parlapiano, Turner & Welch
Texas
$26M +$576K +8,155 +2%
Ameriprise
2
Ameriprise
Minnesota
$18.9M +$3.99M +56,459 +28%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.5M +$3.08M +43,622 +24%
UBS Group
4
UBS Group
Switzerland
$14.4M +$941K +13,323 +7%
Bank of America
5
Bank of America
North Carolina
$14.1M -$1.48M -20,928 -10%
CAAS
6
Capital Asset Advisory Services
Michigan
$13.4M +$2.98M +42,129 +30%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$11M -$320K -4,527 -3%
GWM
8
Geneos Wealth Management
Colorado
$8.75M +$47.7K +675 +0.6%
Morgan Stanley
9
Morgan Stanley
New York
$5.79M +$52.4K +742 +1%
Wells Fargo
10
Wells Fargo
California
$5.61M +$832K +11,774 +18%
RJA
11
Raymond James & Associates
Florida
$5.59M +$4.69M +66,387 +726%
CCA
12
Clearwater Capital Advisors
Illinois
$5.16M +$4.93M +69,745 New
ACA
13
Ascension Capital Advisors
Texas
$5.07M -$70.8K -1,002 -1%
KTA
14
Keeley-Teton Advisors
Illinois
$5.06M -$115K -1,632 -2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.86M +$3.06M +43,299 +489%
IFA
16
Interactive Financial Advisors
Illinois
$3.83M +$1.11M +15,662 +43%
LPL Financial
17
LPL Financial
California
$3.65M +$94.9K +1,343 +3%
Brown Advisory
18
Brown Advisory
Maryland
$2.66M
MML Investors Services
19
MML Investors Services
Massachusetts
$2.53M -$111K -1,565 -4%
APA
20
American Portfolios Advisors
New York
$2.49M -$330K -4,673 -12%
TCA
21
Taconic Capital Advisors
New York
$2.22M +$353K +5,000 +20%
Citadel Advisors
22
Citadel Advisors
Florida
$2.15M +$2.05M +29,005 New
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$2.09M -$544K -7,700 -21%
BFM
24
Boston Financial Management
Massachusetts
$1.9M
Osaic Holdings
25
Osaic Holdings
Arizona
$1.67M -$191K -2,699 -11%