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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
$41.8M -$3.1M -37,217 -7%
FPTW
2
Franklin, Parlapiano, Turner & Welch
Texas
$39.9M -$473K -5,680 -1%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$21.3M -$3.52M -42,333 -14%
TFA
4
Tobias Financial Advisors
Florida
$15.4M +$144K +1,729 +1%
AWM
5
Aprio Wealth Management
Georgia
$15.1M -$6.33M -76,047 -30%
ECM
6
Evergreen Capital Management
Washington
$14.2M +$447K +5,377 +3%
CPG
7
Cornerstone Planning Group
New Jersey
$14.1M +$379K +4,551 +3%
Ameriprise
8
Ameriprise
Minnesota
$13.3M +$178K +2,136 +1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$13.1M +$541K +6,503 +4%
VanEck Associates
10
VanEck Associates
New York
$11.4M +$1.99M +23,895 +22%
Osaic Holdings
11
Osaic Holdings
Arizona
$11M +$723K +8,690 +7%
Raymond James Financial
12
Raymond James Financial
Florida
$10.1M +$7.8M +93,745 +379%
LPL Financial
13
LPL Financial
California
$10M -$112K -1,345 -1%
ACA
14
Ascension Capital Advisors
Texas
$8.06M +$7.65K +92 +0.1%
MFS
15
Madrid Financial Services
California
$6.98M -$848K -10,198 -11%
FPAS
16
Focus Partners Advisor Solutions
Missouri
$6.86M +$3.84M +46,114 +129%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$6.84M -$417K -5,009 -6%
BA
18
Bard Associates
Illinois
$6.65M +$5.86M +70,474 +904%
AI
19
AXS Investments
New York
$6.16M +$349K +4,199 +6%
PGF
20
Plan Group Financial
Oklahoma
$5.72M +$105K +1,266 +2%
Bank of America
21
Bank of America
North Carolina
$5.63M -$574K -6,900 -9%
MML Investors Services
22
MML Investors Services
Massachusetts
$5.21M -$481K -5,783 -9%
CWM
23
Castle Wealth Management
Florida
$4.88M +$138K +1,663 +3%
SFG
24
Sovereign Financial Group
Connecticut
$4.48M +$296K +3,553 +7%
FWM
25
Fonville Wealth Management
Virginia
$4.4M +$51K +613 +1%
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