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iShares Core US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
226
Diversify Wealth Management
Utah
$716K +$96.7K +1,501 +17%
DAS
227
Diversify Advisory Services
Utah
$716K +$664K +10,304 New
HHGA
228
Halbert Hargrove Global Advisors
California
$715K -$74.7K -1,160 -10%
Point72 Asset Management
229
Point72 Asset Management
Connecticut
$713K +$691K +10,730 New
GC
230
Garde Capital
Washington
$686K +$47.8K +742 +8%
EWA
231
EP Wealth Advisors
California
$686K -$80.8K -1,254 -11%
TFM
232
Trademark Financial Management
Minnesota
$677K -$1.06M -16,461 -62%
MCM
233
MAI Capital Management
Ohio
$665K +$389K +6,031 +152%
HWM
234
HB Wealth Management
Georgia
$664K +$11K +171 +2%
PWP
235
Parkwoods Wealth Partners
New York
$663K +$114K +1,763 +21%
HCA
236
Heck Capital Advisors
Wisconsin
$640K +$2.45K +38 +0.4%
WANY
237
Wealthspire Advisors (New York)
New York
$629K – – –
IFG
238
Independent Financial Group
California
$622K +$603K +9,355 New
HAG
239
HF Advisory Group
Maryland
$615K +$30.9K +479 +5%
PAG
240
Private Advisor Group
New Jersey
$612K +$593K +9,209 New
WCM
241
Wealthcare Capital Management
Virginia
$605K +$129K +1,998 +28%
PAS
242
Park Avenue Securities
New York
$588K -$24.9K -386 -4%
CSP
243
Cary Street Partners
Virginia
$564K -$1.8K -28 -0.3%
LWMNY
244
Landmark Wealth Management (New York)
New York
$556K +$9.02K +140 +2%
SFC
245
Summit Financial Consulting
Michigan
$555K +$16.1K +250 +3%
MW
246
MBL Wealth
North Carolina
$554K – – –
CCM
247
Coldstream Capital Management
Washington
$551K – – –
Betterment LLC
248
Betterment LLC
New York
$551K +$18K +279 +3%
PWP
249
PrairieView Wealth Partners
Illinois
$547K -$13.4K -208 -2%
NL
250
NWAM LLC
Washington
$546K +$172K +2,674 +48%