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iShares Core US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
226
Orion Capital Management
California
$102K – – –
CFFP
227
Center for Financial Planning
Michigan
$99K – – –
FSWA
228
Financial Synergies Wealth Advisors
Texas
$89.9K +$99K +1,683 New
IWP
229
IAG Wealth Partners
Wisconsin
$84K -$1.31M -22,281 -93%
CHC
230
City Holding Co
West Virginia
$77K – – –
AWM
231
Avior Wealth Management
Nebraska
$75K +$941 +16 +1%
MA
232
MUFG Americas
New York
$69K – – –
TIM
233
Tortoise Investment Management
New York
$68K – – –
CAL
234
Capital Advisors Ltd
Ohio
$65K – – –
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$62K – – –
LWA
236
Lowe Wealth Advisors
Maryland
$53K +$22.8K +388 +64%
SWM
237
Spire Wealth Management
Virginia
$50K -$17.1K -290 -24%
FWM
238
Focused Wealth Management
New York
$50K +$59 +1 +0.1%
CFD
239
Creative Financial Designs
Indiana
$48K -$252K -4,283 -83%
OSNBOA
240
Old Second National Bank of Aurora
Illinois
$46K -$3.94K -67 -7%
BMD
241
Better Money Decisions
New Mexico
$45K +$49.6K +843 New
TSWM
242
Tyler-Stone Wealth Management
Ohio
$43K – – –
HGWM
243
Harvest Group Wealth Management
Massachusetts
$42K – – –
AF
244
Advisornet Financial
Minnesota
$40K -$45.1K -767 -51%
NC
245
NewSquare Capital
Pennsylvania
$39K – – –
AIA
246
Armor Investment Advisors
North Carolina
$37K – – –
UB
247
UMB Bank
Missouri
$37K – – –
AIC
248
Archer Investment Corporation
Indiana
$37K – – –
APA
249
American Portfolios Advisors
New York
$28K +$412 +7 +1%
ETC
250
Exchange Traded Concepts
Oklahoma
$27K +$29.2K +497 New