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iShares Residential and Multisector Real Estate ETF
REZ

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$43.6M +$5.01M +60,743 +13%
FPTW
2
Franklin, Parlapiano, Turner & Welch
Texas
$39.1M +$247K +3,003 +0.6%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$24.1M +$4.5M +54,607 +23%
AWM
4
Aprio Wealth Management
Georgia
$20.9M -$3.86M -46,892 -16%
TFA
5
Tobias Financial Advisors
Florida
$14.8M -$11M -133,051 -43%
CPG
6
Cornerstone Planning Group
New Jersey
$13.9M +$1.35M +16,337 +11%
ECM
7
Evergreen Capital Management
Washington
$13.4M +$1.04M +12,677 +8%
Ameriprise
8
Ameriprise
Minnesota
$12.7M -$496K -6,024 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$12.1M -$395K -4,797 -3%
Osaic Holdings
10
Osaic Holdings
Arizona
$10M +$2.35M +28,457 +31%
LPL Financial
11
LPL Financial
California
$9.8M +$1.74M +21,104 +22%
VanEck Associates
12
VanEck Associates
New York
$9.1M +$2.29M +27,791 +34%
ACA
13
Ascension Capital Advisors
Texas
$7.8M +$45.9K +557 +0.6%
MFS
14
Madrid Financial Services
California
$7.6M -$82.2K -997 -1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.04M +$124K +1,499 +2%
Bank of America
16
Bank of America
North Carolina
$6.02M +$1.29M +15,602 +27%
AI
17
AXS Investments
New York
$5.62M -$3.19M -38,737 -36%
MML Investors Services
18
MML Investors Services
Massachusetts
$5.52M +$1.81M +21,931 +49%
PGF
19
Plan Group Financial
Oklahoma
$5.44M -$335K -4,062 -6%
CWM
20
Castle Wealth Management
Florida
$4.59M +$228K +2,765 +5%
FWM
21
Fonville Wealth Management
Virginia
$4.21M +$94.9K +1,152 +2%
GI
22
GAMCO Investors
Connecticut
$4.16M +$4.16M +50,468 New
SFG
23
Sovereign Financial Group
Connecticut
$4.05M +$87.8K +1,066 +2%
Citadel Advisors
24
Citadel Advisors
Florida
$3.89M +$1.79M +21,744 +85%
Mariner
25
Mariner
Kansas
$3.69M +$260K +3,150 +8%
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