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iShares Residential and Multisector Real Estate ETF
REZ

Name Holding Trade Value Shares
Change 		Change in
Stake
FPTW
1
Franklin, Parlapiano, Turner & Welch
Texas
$36.9M +$1.5M +20,526 +4%
AWM
2
Axxcess Wealth Management
California
$36.1M +$1.2M +16,380 +4%
Morgan Stanley
3
Morgan Stanley
New York
$24.2M -$3.55M -48,593 -13%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$16.1M +$1.85M +25,419 +14%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.1M -$7.95K -109 -0.1%
Ameriprise
6
Ameriprise
Minnesota
$11.4M -$217K -2,980 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.5M -$661K -9,056 -6%
CPG
8
Cornerstone Planning Group
New Jersey
$10.3M +$702K +9,622 +8%
ECM
9
Evergreen Capital Management
Washington
$9.38M +$1.35M +18,475 +18%
PA
10
Procyon Advisors
Connecticut
$9.06M -$1.55M -21,292 -15%
CAAS
11
Capital Asset Advisory Services
Michigan
$6.6M -$27.5M -376,615 -81%
CAM
12
Cresset Asset Management
Illinois
$6.46M +$135K +1,848 +2%
MML Investors Services
13
MML Investors Services
Massachusetts
$6.17M +$160K +2,194 +3%
ACA
14
Ascension Capital Advisors
Texas
$5.81M +$53K +727 +1%
Bank of America
15
Bank of America
North Carolina
$4.99M -$276K -3,778 -6%
VanEck Associates
16
VanEck Associates
New York
$4.96M +$2.26M +30,942 +92%
KTA
17
Keeley-Teton Advisors
Illinois
$4.56M -$122K -1,678 -3%
UBS Group
18
UBS Group
Switzerland
$4.55M -$130K -1,788 -3%
PCIG
19
Partners Capital Investment Group
Massachusetts
$4.45M +$2.12M +28,990 +100%
LPL Financial
20
LPL Financial
California
$4.37M -$1.09M -14,944 -21%
Wells Fargo
21
Wells Fargo
California
$4.16M +$179K +2,450 +5%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$4.11M +$1.9M +26,062 +98%
CWM
23
Castle Wealth Management
Florida
$3.87M +$263K +3,600 +8%
PGF
24
Plan Group Financial
Oklahoma
$3.62M +$229K +3,135 +7%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.3M +$1.56M +21,341 +99%
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