We are live on ! Find out more
USRT icon

iShares Core US REIT ETF
USRT

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
251
Arkansas Financial Group
Arkansas
$418K +$9.91K +165 +2%
ULWM
252
Upper Left Wealth Management
Florida
$415K -$1.68K -28 -0.4%
MCM
253
MidAtlantic Capital Management
Virginia
$410K – – –
SWM
254
Seaside Wealth Management
California
$399K – – –
KPWS
255
Kestra Private Wealth Services
Texas
$399K -$287K -4,772 -41%
SCM
256
SummitPoint Capital Management
Colorado
$394K +$416K +6,922 New
HCP
257
Hexagon Capital Partners
Arkansas
$379K +$385K +6,410 New
JIC
258
Johnson Investment Counsel
Ohio
$369K +$374K +6,233 New
T
259
Tidemark
California
$364K +$30.2K +502 +9%
KWA
260
Kingswood Wealth Advisors
California
$362K +$367K +6,113 New
KFS
261
Krane Financial Solutions
California
$356K +$361K +6,006 New
VWA
262
VERITY Wealth Advisors
United States
$355K – – –
FMWA
263
Forvis Mazars Wealth Advisors
Missouri
$352K -$39.1K -651 -10%
OFS
264
OneAscent Financial Services
Alabama
$350K +$60.6K +1,008 +21%
YIA
265
YHB Investment Advisors
Connecticut
$348K -$199K -3,315 -36%
KFC
266
Klingenstein Fields & Co
New York
$347K – – –
VC
267
Veracity Capital
Georgia
$346K +$15.9K +265 +5%
RFN
268
RDA Financial Network
Iowa
$345K +$7.63K +127 +2%
RW
269
RVW Wealth
California
$338K – – –
FAM
270
Forte Asset Management
New York
$337K – – –
FWM
271
Fingerlakes Wealth Management
New York
$328K -$9.91K -165 -3%
NL
272
NWAM LLC
Washington
$328K +$333K +5,538 New
RW
273
REDW Wealth
New Mexico
$327K +$60 +1 +0%
IWC
274
Integrated Wealth Concepts
Massachusetts
$307K +$55.2K +918 +21%
BC
275
BDFS Capital
Delaware
$303K +$3.67K +61 +1%
9 10
11
12 13