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iShares Core US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Seaside Wealth Management
California
$382K +$124K +2,206 +49%
Fidelity Investments
227
Fidelity Investments
Massachusetts
$378K -$56.5K -1,008 -13%
AFP
228
Alpha Financial Partners
Kentucky
$378K +$375K +6,687 New
Janney Montgomery Scott
229
Janney Montgomery Scott
Pennsylvania
$363K -$74.2K -1,323 -17%
Fisher Asset Management
230
Fisher Asset Management
Washington
$363K +$360K +6,414 New
RA
231
RFG Advisory
Alabama
$351K -$28.6K -511 -8%
RI
232
Ridgewood Investments
New Jersey
$350K +$119K +2,118 +52%
NL
233
NWAM LLC
Washington
$346K -$199K -3,557 -37%
FFA
234
Fi3 Financial Advisors
Indiana
$342K -$272K -4,858 -45%
VWA
235
VERITY Wealth Advisors
United States
$339K
KFC
236
Klingenstein Fields & Co
New York
$332K
FWM
237
Fonville Wealth Management
Virginia
$329K +$71.7K +1,279 +28%
FAM
238
Forte Asset Management
New York
$327K
RW
239
RVW Wealth
California
$323K
MUAMU
240
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$322K
AQR Capital Management
241
AQR Capital Management
Connecticut
$315K +$97.6K +1,742 +46%
RW
242
REDW Wealth
New Mexico
$312K +$29.3K +523 +10%
SFC
243
Summit Financial Consulting
Michigan
$309K +$33.7K +602 +12%
RWM
244
Ritholtz Wealth Management
New York
$294K -$9.08K -162 -3%
BA
245
Bristlecone Advisors
Washington
$283K
OFS
246
OneAscent Financial Services
Alabama
$281K
ULWM
247
Upper Left Wealth Management
Florida
$271K
FF
248
Finley Financial
Nevada
$270K
VAF
249
Values Added Financial
District of Columbia
$270K
GIA
250
Goodwin Investment Advisory
Georgia
$268K