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iShares Core US REIT ETF
USRT

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
251
OneAscent Financial Services
Alabama
$280K -$11.5K -200 -4%
GIA
252
Goodwin Investment Advisory
Georgia
$277K -$976 -17 -0.4%
NAS
253
NWF Advisory Services
California
$270K – – –
UAG
254
United Advisor Group
Ohio
$267K +$4.88K +85 +2%
GKWIM
255
Gerber Kawasaki Wealth & Investment Management
California
$260K +$18.9K +329 +8%
IWC
256
Integrated Wealth Concepts
Massachusetts
$251K -$13.3K -232 -5%
BFA
257
Brown Financial Advisory
Alabama
$251K -$148K -2,580 -38%
BBA
258
Braun-Bostich & Associates
Pennsylvania
$244K -$4.25K -74 -2%
SFA
259
Sequoia Financial Advisors
Ohio
$239K +$861 +15 +0.4%
OBWG
260
Onyx Bridge Wealth Group
New York
$238K -$6.08K -106 -3%
AWA
261
Aletheian Wealth Advisors
Washington
$238K – – –
CFA
262
Capstone Financial Advisors
Illinois
$237K +$232K +4,043 New
EP
263
EPIQ Partners
Minnesota
$235K +$517 +9 +0.2%
JGIA
264
Jackson Grant Investment Advisers
Connecticut
$235K +$287 +5 +0.1%
AA
265
Advisory Alpha
Michigan
$235K +$631 +11 +0.3%
DWM
266
Diversify Wealth Management
Utah
$227K +$226K +3,939 New
FHA
267
Flagship Harbor Advisors
Massachusetts
$227K -$2.75K -48 -1%
HW
268
HORAN Wealth
Ohio
$226K +$221K +3,852 New
NW
269
NewEdge Wealth
Pennsylvania
$226K +$225K +3,918 New
PWP
270
Parkwoods Wealth Partners
New York
$225K +$220K +3,829 New
IAIM
271
International Assets Investment Management
Florida
$223K – – –
SWP
272
Stratos Wealth Partners
Ohio
$219K +$214K +3,731 New
IF
273
IRON Financial
Illinois
$219K +$1.49K +26 +0.7%
WSFS
274
Wilmington Savings Fund Society
Delaware
$217K – – –
ATPW
275
Ashton Thomas Private Wealth
Arizona
$213K +$208K +3,625 New
9 10
11
12 13