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iShares Core US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
226
Fingerlakes Wealth Management
New York
$379K -$18.4K -320 -5%
AQR Capital Management
227
AQR Capital Management
Connecticut
$369K +$41.8K +728 +13%
PWA
228
Principia Wealth Advisory
Texas
$367K +$298K +5,188 +491%
PCIA
229
Prime Capital Investment Advisors
Kansas
$364K -$185K -3,216 -34%
PAS
230
Park Avenue Securities
New York
$364K +$84.7K +1,476 +31%
VWA
231
VERITY Wealth Advisors
United States
$352K
SFC
232
Summit Financial Consulting
Michigan
$351K +$29.2K +509 +9%
KFC
233
Klingenstein Fields & Co
New York
$345K
IEFM
234
IQ EQ Fund Management
Ireland
$340K +$333K +5,794 New
FAM
235
Forte Asset Management
New York
$340K
RW
236
RVW Wealth
California
$336K
RW
237
REDW Wealth
New Mexico
$324K +$115 +2 +0%
FFA
238
Fi3 Financial Advisors
Indiana
$310K -$43.9K -765 -13%
PAG
239
Private Advisor Group
New Jersey
$301K +$294K +5,124 New
VC
240
Veracity Capital
Georgia
$300K +$29.6K +516 +11%
NL
241
NWAM LLC
Washington
$297K -$67.1K -1,169 -19%
RWM
242
Ritholtz Wealth Management
New York
$294K -$11K -191 -4%
BA
243
Bristlecone Advisors
Washington
$294K
SWM
244
Silverlake Wealth Management
Vermont
$293K -$499K -8,696 -64%
T
245
Tidemark
California
$292K +$131K +2,274 +84%
KHC
246
Koesten Hirschmann & Crabtree
Kansas
$285K +$265K +4,615 +1,956%
FF
247
Finley Financial
Nevada
$281K
ULWM
248
Upper Left Wealth Management
Florida
$281K -$402 -7 -0.1%
MFG
249
Merit Financial Group
Georgia
$281K +$52.4K +912 +24%
VAF
250
Values Added Financial
District of Columbia
$280K