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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
$42.2M +$335K +3,903 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$41.1M -$1.31M -15,205 -3%
ECM
3
Evergreen Capital Management
Washington
$22.2M +$3.21M +37,390 +16%
VanEck Associates
4
VanEck Associates
New York
$20M +$8.64M +100,547 +72%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$18.9M +$859K +10,003 +5%
CPG
6
Cornerstone Planning Group
New Jersey
$18.1M +$2.25M +26,185 +15%
AWM
7
Aprio Wealth Management
Georgia
$17.2M +$1.83M +21,251 +11%
Ameriprise
8
Ameriprise
Minnesota
$13.3M +$101K +1,170 +0.7%
BA
9
Bard Associates
Illinois
$12.2M +$5.84K +68 +0%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$12M -$1.39M -16,237 -10%
LPL Financial
11
LPL Financial
California
$11.9M -$172K -1,999 -1%
Raymond James Financial
12
Raymond James Financial
Florida
$10.7M +$970K +11,295 +10%
ACA
13
Ascension Capital Advisors
Texas
$9.96M +$1.26M +14,660 +14%
Bank of America
14
Bank of America
North Carolina
$8.08M +$508K +5,912 +6%
Wells Fargo
15
Wells Fargo
California
$6.11M +$3.04M +35,438 +93%
Two Sigma Investments
16
Two Sigma Investments
New York
$6.04M -$707K -8,233 -10%
SFG
17
Sovereign Financial Group
Connecticut
$5.72M +$1.07M +12,423 +22%
PGF
18
Plan Group Financial
Oklahoma
$5.7M +$138K +1,605 +2%
Osaic Holdings
19
Osaic Holdings
Arizona
$5.5M -$3.65M -42,437 -39%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$5.15M +$1.33M +15,489 +33%
CWM
21
Castle Wealth Management
Florida
$5.04M +$297K +3,457 +6%
FWM
22
Fonville Wealth Management
Virginia
$4.7M +$134K +1,562 +3%
JP Morgan Chase
23
JP Morgan Chase
New York
$4.56M +$2.64M +30,697 +125%
AI
24
AXS Investments
New York
$3.98M -$29.3K -341 -0.7%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$3.95M +$120K +1,399 +3%
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