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iShares Residential and Multisector Real Estate ETF
REZ

Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$36.8M +$2.73M +37,830 +8%
Morgan Stanley
2
Morgan Stanley
New York
$28.8M -$1.38M -19,121 -4%
FPTW
3
Franklin, Parlapiano, Turner & Welch
Texas
$28.5M +$443K +6,140 +2%
CAAS
4
Capital Asset Advisory Services
Michigan
$27.8M +$2.94M +40,809 +12%
Bank of America
5
Bank of America
North Carolina
$16.4M -$5.4M -74,828 -24%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$12.3M +$40K +555 +0.3%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$8.39M +$729K +10,103 +9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$7.7M -$33.4K -463 -0.4%
LPL Financial
9
LPL Financial
California
$6.62M -$182K -2,521 -3%
Goldman Sachs
10
Goldman Sachs
New York
$6.44M -$4.53M -62,848 -41%
MML Investors Services
11
MML Investors Services
Massachusetts
$6.4M -$163K -2,256 -2%
Wells Fargo
12
Wells Fargo
California
$6.03M -$439K -6,092 -7%
ACA
13
Ascension Capital Advisors
Texas
$5.21M -$5.63K -78 -0.1%
BRWA
14
B. Riley Wealth Advisors
Florida
$5.19M -$1.48M -20,459 -22%
KTA
15
Keeley-Teton Advisors
Illinois
$4.78M -$38.2K -529 -0.8%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$3.54M +$2M +27,753 +124%
UBS Group
17
UBS Group
Switzerland
$3.34M -$97.7K -1,354 -3%
RJA
18
Raymond James & Associates
Florida
$3.22M -$1.06M -14,650 -24%
CWM
19
Castle Wealth Management
Florida
$3.08M +$395K +5,470 +14%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.82M +$2.13M +29,588 +286%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.65M +$174K +2,412 +7%
AC
22
Avestar Capital
New York
$2.63M +$256K +3,556 +11%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.43M -$1.07M -14,848 -30%
BlackRock
24
BlackRock
New York
$2.28M – – –
IFA
25
Interactive Financial Advisors
Illinois
$2.28M -$79.6K -1,104 -3%
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