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iShares Residential and Multisector Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$33M +$4.64M +66,224 +16%
Morgan Stanley
2
Morgan Stanley
New York
$29.1M -$3.95M -56,337 -12%
FPTW
3
Franklin, Parlapiano, Turner & Welch
Texas
$27.1M +$2.18M +31,086 +9%
CAAS
4
Capital Asset Advisory Services
Michigan
$24.2M +$8.31M +118,585 +51%
Bank of America
5
Bank of America
North Carolina
$21M -$11.3M -160,566 -34%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$11.9M -$3.93M -56,034 -24%
CCA
7
Clearwater Capital Advisors
Illinois
$11M -$766K -10,935 -6%
Goldman Sachs
8
Goldman Sachs
New York
$10.5M +$4.09M +58,320 +61%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$7.49M -$12.3M -174,798 -61%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$7.43M +$6.59M +93,986 +637%
LPL Financial
11
LPL Financial
California
$6.58M -$1.41M -20,064 -17%
BRWA
12
B. Riley Wealth Advisors
Florida
$6.42M +$280K +3,994 +4%
MML Investors Services
13
MML Investors Services
Massachusetts
$6.34M +$2.36M +33,712 +57%
Wells Fargo
14
Wells Fargo
California
$6.25M -$2.41M -34,374 -27%
ACA
15
Ascension Capital Advisors
Texas
$5.04M -$97.2K -1,387 -2%
KTA
16
Keeley-Teton Advisors
Illinois
$4.67M -$47.1K -672 -1%
RJA
17
Raymond James & Associates
Florida
$4.12M -$506K -7,222 -11%
CPG
18
Cornerstone Planning Group
New Jersey
$4.03M +$3.95M +56,347 New
Osaic Holdings
19
Osaic Holdings
Arizona
$3.37M +$975K +13,915 +39%
UBS Group
20
UBS Group
Switzerland
$3.32M -$26.6K -380 -0.8%
CWM
21
Castle Wealth Management
Florida
$2.61M +$522K +7,450 +24%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2.42M -$409K -5,829 -14%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.4M -$415K -5,921 -14%
AC
24
Avestar Capital
New York
$2.3M +$407K +5,801 +21%
IFA
25
Interactive Financial Advisors
Illinois
$2.28M +$376K +5,370 +19%