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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
$41.3M +$457K +6,798 +1%
FPTW
2
Franklin, Parlapiano, Turner & Welch
Texas
$32.6M +$951K +14,146 +3%
CAAS
3
Capital Asset Advisory Services
Michigan
$32.3M -$820K -12,209 -3%
AWM
4
Axxcess Wealth Management
California
$31.7M -$807K -12,002 -3%
Morgan Stanley
5
Morgan Stanley
New York
$26.8M -$2.36M -35,085 -9%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$12.3M +$2.9M +43,106 +35%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$12.1M +$459K +6,827 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$11.4M -$372K -5,539 -3%
PA
9
Procyon Advisors
Connecticut
$9.51M +$582K +8,663 +7%
CPG
10
Cornerstone Planning Group
New Jersey
$7.88M +$1.27M +18,838 +21%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$6.94M +$1.04M +15,471 +20%
MHS
12
M Holdings Securities
Oregon
$6.71M +$98.1K +1,460 +2%
ECM
13
Evergreen Capital Management
Washington
$6.64M +$6.07M +90,263 New
CAM
14
Cresset Asset Management
Illinois
$5.88M +$2.26M +33,637 +73%
Bank of America
15
Bank of America
North Carolina
$5.86M -$1.06M -15,821 -17%
LPL Financial
16
LPL Financial
California
$5.85M -$1.68M -24,968 -24%
MML Investors Services
17
MML Investors Services
Massachusetts
$5.85M +$218K +3,248 +4%
Wells Fargo
18
Wells Fargo
California
$5.71M -$1.01M -15,057 -16%
ACA
19
Ascension Capital Advisors
Texas
$5.25M -$53.5K -796 -1%
Goldman Sachs
20
Goldman Sachs
New York
$4.63M +$3.66M +54,532 +647%
KTA
21
Keeley-Teton Advisors
Illinois
$4.5M -$61.3K -912 -1%
UBS Group
22
UBS Group
Switzerland
$4.46M +$1.04M +15,474 +34%
PCIG
23
Partners Capital Investment Group
Massachusetts
$4.26M +$78.4K +1,166 +2%
Citadel Advisors
24
Citadel Advisors
Florida
$3.46M +$116K +1,726 +4%
RJA
25
Raymond James & Associates
Florida
$3.26M +$1.61K +24 +0.1%
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