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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
$42.1M +$1.44M +17,187 +3%
FPTW
2
Franklin, Parlapiano, Turner & Welch
Texas
$41M +$445K +5,303 +1%
ECM
3
Evergreen Capital Management
Washington
$19M +$5.18M +61,800 +37%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$17.9M -$2.87M -34,270 -14%
AWM
5
Aprio Wealth Management
Georgia
$15.3M +$654K +7,802 +4%
CPG
6
Cornerstone Planning Group
New Jersey
$14.4M +$207K +2,473 +1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$13.3M +$580K +6,917 +4%
Ameriprise
8
Ameriprise
Minnesota
$13.2M +$219K +2,614 +2%
BA
9
Bard Associates
Illinois
$12.1M +$5.68M +67,786 +87%
LPL Financial
10
LPL Financial
California
$11.9M +$2.25M +26,888 +23%
VanEck Associates
11
VanEck Associates
New York
$11.5M +$413K +4,928 +4%
Raymond James Financial
12
Raymond James Financial
Florida
$9.69M -$107K -1,276 -1%
Osaic Holdings
13
Osaic Holdings
Arizona
$8.97M -$1.83M -21,766 -17%
ACA
14
Ascension Capital Advisors
Texas
$8.68M +$850K +10,140 +11%
Bank of America
15
Bank of America
North Carolina
$7.54M +$2.1M +25,001 +38%
Two Sigma Investments
16
Two Sigma Investments
New York
$6.68M +$6.78M +80,833 New
PGF
17
Plan Group Financial
Oklahoma
$5.53M -$40.6K -484 -0.7%
MML Investors Services
18
MML Investors Services
Massachusetts
$5.11M +$45.1K +538 +0.9%
CWM
19
Castle Wealth Management
Florida
$4.72M -$25.5K -304 -0.5%
SFG
20
Sovereign Financial Group
Connecticut
$4.65M +$294K +3,512 +7%
FWM
21
Fonville Wealth Management
Virginia
$4.54M +$270K +3,215 +6%
FPAS
22
Focus Partners Advisor Solutions
Missouri
$4.02M -$2.79M -33,276 -41%
AI
23
AXS Investments
New York
$3.98M -$2.04M -24,298 -34%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.84M -$2.85M -33,993 -42%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$3.8M -$175K -2,092 -4%
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