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iShares Core US REIT ETF
USRT

Name Holding Trade Value Shares
Change 		Change in
Stake
KFC
251
Klingenstein Fields & Co
New York
$334K – – –
RW
252
RVW Wealth
California
$326K – – –
RFN
253
RDA Financial Network
Iowa
$325K -$56.7K -980 -15%
FWM
254
Fingerlakes Wealth Management
New York
$325K -$43.1K -745 -12%
FAM
255
Forte Asset Management
New York
$324K -$5.04K -87 -2%
T
256
Tidemark
California
$322K +$38.9K +672 +14%
CIA
257
Concurrent Investment Advisors
Florida
$319K +$325K +5,609 New
VC
258
Veracity Capital
Georgia
$318K +$26.7K +461 +9%
RW
259
REDW Wealth
New Mexico
$314K +$232 +4 +0.1%
PAG
260
Private Advisor Group
New Jersey
$310K +$18.3K +316 +6%
WI
261
Westbourne Investments
Virginia
$304K +$309K +5,338 New
GKWIM
262
Gerber Kawasaki Wealth & Investment Management
California
$304K +$52.8K +911 +21%
DWM
263
Diversify Wealth Management
Utah
$302K +$72.9K +1,259 +32%
WANY
264
Wealthspire Advisors (New York)
New York
$300K -$305K -5,269 -50%
BC
265
BDFS Capital
Delaware
$289K +$293K +5,066 New
RWM
266
Ritholtz Wealth Management
New York
$285K – – –
OFS
267
OneAscent Financial Services
Alabama
$279K +$8.11K +140 +3%
KHC
268
Koesten Hirschmann & Crabtree
Kansas
$276K – – –
FF
269
Finley Financial
Nevada
$272K – – –
UAG
270
United Advisor Group
Ohio
$266K +$7.41K +128 +3%
NA
271
Nautilus Advisors
California
$266K +$270K +4,665 New
NAS
272
NWF Advisory Services
California
$262K – – –
HWA
273
HCR Wealth Advisors
California
$258K +$263K +4,537 New
NA
274
NewEdge Advisors
Louisiana
$255K +$141K +2,437 +119%
WCM
275
Wealthcare Capital Management
Virginia
$251K +$255K +4,399 New
9 10
11
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