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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
$40.8M +$525K +6,293 +1%
Morgan Stanley
2
Morgan Stanley
New York
$40.5M +$6.46M +77,466 +20%
TFA
3
Tobias Financial Advisors
Florida
$27M +$1.53M +18,298 +6%
AWM
4
Aprio Wealth Management
Georgia
$26M -$205K -2,461 -0.8%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$20.6M +$3.6M +43,113 +22%
Ameriprise
6
Ameriprise
Minnesota
$13.9M -$439K -5,259 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$13.1M -$112K -1,348 -0.9%
ECM
8
Evergreen Capital Management
Washington
$12.9M -$436K -5,225 -3%
CPG
9
Cornerstone Planning Group
New Jersey
$12.5M +$839K +10,058 +7%
MHS
10
M Holdings Securities
Oregon
$9.6M +$326K +3,906 +4%
AI
11
AXS Investments
New York
$9.25M +$8.93M +107,027 New
CIM
12
Cambria Investment Management
California
$8.69M -$202K -2,422 -2%
LPL Financial
13
LPL Financial
California
$8.46M -$6.92M -82,895 -46%
ACA
14
Ascension Capital Advisors
Texas
$8.14M +$426K +5,108 +6%
MFS
15
Madrid Financial Services
California
$8.07M -$1.13M -13,498 -13%
Osaic Holdings
16
Osaic Holdings
Arizona
$8.05M -$5.99M -71,820 -44%
CAM
17
Cresset Asset Management
Illinois
$7.9M +$369K +4,421 +5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$7.26M -$6.09M -73,043 -47%
VanEck Associates
19
VanEck Associates
New York
$7.14M +$220K +2,634 +3%
PGF
20
Plan Group Financial
Oklahoma
$6.06M +$1.71M +20,512 +41%
Wells Fargo
21
Wells Fargo
California
$5.53M +$963K +11,546 +22%
PCIG
22
Partners Capital Investment Group
Massachusetts
$5.01M +$2.42M +28,990 +100%
Bank of America
23
Bank of America
North Carolina
$4.97M -$95.8K -1,148 -2%
KTA
24
Keeley-Teton Advisors
Illinois
$4.78M -$84.3K -1,011 -2%
CWM
25
Castle Wealth Management
Florida
$4.58M +$72.8K +873 +2%
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