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iShares Residential and Multisector Real Estate ETF
REZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MMH
1
Menora Mivtachim Holdings
Israel
$229M +$215M +2,573,085 +51,462%
FPTW
2
Franklin, Parlapiano, Turner & Welch
Texas
$42.3M -$315K -3,764 -0.8%
Morgan Stanley
3
Morgan Stanley
New York
$33.5M +$5.27M +63,023 +20%
AWM
4
Aprio Wealth Management
Georgia
$22.9M +$21.6M +257,529 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$19.6M +$5.33M +63,727 +41%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$16.4M -$2.04M -24,376 -12%
Ameriprise
7
Ameriprise
Minnesota
$15.6M +$2.33M +27,794 +19%
ECM
8
Evergreen Capital Management
Washington
$13M +$2.09M +24,937 +20%
CJH
9
Christopher J. Hasenberg
Wisconsin
$12.5M +$12.3M +146,620 New
CPG
10
Cornerstone Planning Group
New Jersey
$11.8M +$555K +6,632 +5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$11.7M -$389K -4,651 -3%
PA
12
Procyon Advisors
Connecticut
$10.2M -$211K -2,519 -2%
CCM
13
Consolidated Capital Management
California
$9.65M +$9.1M +108,699 New
CIM
14
Cambria Investment Management
California
$9.21M +$8.68M +103,733 New
UBS Group
15
UBS Group
Switzerland
$7.73M +$2.34M +27,940 +47%
ACA
16
Ascension Capital Advisors
Texas
$7.72M +$963K +11,507 +15%
CAM
17
Cresset Asset Management
Illinois
$7.46M +$1.67K +20 +0%
LPL Financial
18
LPL Financial
California
$7.27M +$2.09M +25,025 +44%
MML Investors Services
19
MML Investors Services
Massachusetts
$7.05M -$58.5K -699 -0.9%
VanEck Associates
20
VanEck Associates
New York
$5.65M -$20.6K -246 -0.4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$5.54M +$4.01M +47,962 +332%
KTA
22
Keeley-Teton Advisors
Illinois
$5.26M +$4.69K +56 +0.1%
Bank of America
23
Bank of America
North Carolina
$5.22M -$508K -6,071 -9%
Wells Fargo
24
Wells Fargo
California
$5.21M +$389K +4,653 +9%
PCIG
25
Partners Capital Investment Group
Massachusetts
$5.15M – – –
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