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iShares Residential and Multisector Real Estate ETF
REZ

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$34.7M -$113K -1,382 -0.3%
Bank of America
2
Bank of America
North Carolina
$33.6M +$7.5M +91,708 +24%
Ameriprise
3
Ameriprise
Minnesota
$30M -$3.03M -37,039 -8%
FPTW
4
Franklin, Parlapiano, Turner & Welch
Texas
$26.3M -$150K -1,831 -0.5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.4M +$4.72M +57,684 +25%
CAAS
6
Capital Asset Advisory Services
Michigan
$16.8M +$5.74M +70,141 +43%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$16.5M +$4.36M +53,272 +30%
CCA
8
Clearwater Capital Advisors
Illinois
$12.4M +$640K +7,826 +5%
Wells Fargo
9
Wells Fargo
California
$9.04M +$1.53M +18,689 +17%
LPL Financial
10
LPL Financial
California
$8.35M +$1.12M +13,707 +13%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$7.73M +$5.79M +70,805 +192%
Goldman Sachs
12
Goldman Sachs
New York
$6.88M -$1.84M -22,481 -19%
BRWA
13
B. Riley Wealth Advisors
Florida
$6.46M -$1.33M -16,315 -15%
ACA
14
Ascension Capital Advisors
Texas
$5.4M +$94.5K +1,156 +2%
KTA
15
Keeley-Teton Advisors
Illinois
$4.95M +$15.9K +194 +0.3%
RJA
16
Raymond James & Associates
Florida
$4.84M -$2.85M -34,796 -34%
MML Investors Services
17
MML Investors Services
Massachusetts
$4.25M +$348K +4,254 +8%
LWAC
18
Laurel Wealth Advisors (California)
California
$3.66M +$3.96M +48,370 +1,850%
UBS Group
19
UBS Group
Switzerland
$3.52M -$11.9M -146,047 -75%
AWM
20
AE Wealth Management
Kansas
$3.14M +$1.17M +14,338 +49%
ML
21
McAdam LLC
Pennsylvania
$3.08M +$141K +1,721 +4%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2.96M +$105K +1,284 +3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.94M +$64.8K +793 +2%
Jane Street
24
Jane Street
New York
$2.9M +$3.3M +40,382 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.7M +$1.15M +14,011 +60%
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