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iShares Core US REIT ETF
USRT

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
251
Adirondack Trust Company
New York
$17K – – –
ADL
252
Asset Dedication LLC
California
$17K +$19.9K +361 New
HGERS
253
Householder Group Estate & Retirement Specialist
Arizona
$17K +$20.1K +366 New
EW
254
Evoke Wealth
California
$15K +$17.8K +323 New
TFA
255
Transamerica Financial Advisors
Florida
$14K -$110 -2 -0.7%
BCA
256
Bray Capital Advisors
Florida
$14K – – –
IRC
257
Investors Research Corp
Georgia
$14K +$165 +3 +1%
NC
258
NewSquare Capital
Pennsylvania
$12K -$26.4K -479 -66%
TCOV
259
Trust Company of Vermont
Vermont
$11K – – –
PP
260
Pacifica Partners
Canada
$10K – – –
CWC
261
Carolinas Wealth Consulting
North Carolina
$8K -$9.63K -175 -50%
PMFA
262
Plante Moran Financial Advisors
Michigan
$8K +$9.58K +174 New
JFGIW
263
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K – – –
IHWM
264
Iron Horse Wealth Management
Iowa
$6K -$100K -1,823 -93%
CTC
265
Central Trust Company
Missouri
$6K – – –
WT
266
Washington Trust
Rhode Island
$6K – – –
SAM
267
Strategic Asset Management
Minnesota
$6K +$55 +1 +0.7%
GI
268
Gradient Investments
Minnesota
$5K -$220 -4 -4%
AA
269
Ancora Advisors
Ohio
$5K – – –
HWMA
270
Heritage Wealth Management (Arizona)
Arizona
$5K – – –
TFS
271
TrustCore Financial Services
Tennessee
$5K +$5.45K +99 New
GEA
272
Glen Eagle Advisors
New Jersey
$4.04K – – –
MHR
273
Matthew Hamilton Rosenberg
$4K – – –
CAL
274
Capital Analysts LLC
Pennsylvania
$4K +$4.9K +89 New
ME
275
McIlrath & Eck
Washington
$4K +$4.95K +90 New
9 10
11
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