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iShares Core US REIT ETF
USRT

Name Holding Trade Value Shares
Change 		Change in
Stake
ULWM
251
Upper Left Wealth Management
Florida
$415K -$1.68K -28 -0.4%
MCM
252
MidAtlantic Capital Management
Virginia
$410K – – –
SWM
253
Seaside Wealth Management
California
$399K – – –
KPWS
254
Kestra Private Wealth Services
Texas
$399K -$287K -4,772 -41%
SCM
255
SummitPoint Capital Management
Colorado
$394K +$416K +6,922 New
HCP
256
Hexagon Capital Partners
Arkansas
$379K +$385K +6,410 New
JIC
257
Johnson Investment Counsel
Ohio
$369K +$374K +6,233 New
T
258
Tidemark
California
$364K +$30.2K +502 +9%
KWA
259
Kingswood Wealth Advisors
California
$362K +$367K +6,113 New
KFS
260
Krane Financial Solutions
California
$356K +$361K +6,006 New
VWA
261
VERITY Wealth Advisors
United States
$355K – – –
FMWA
262
Forvis Mazars Wealth Advisors
Missouri
$352K -$39.1K -651 -10%
OFS
263
OneAscent Financial Services
Alabama
$350K +$60.6K +1,008 +21%
YIA
264
YHB Investment Advisors
Connecticut
$348K -$199K -3,315 -36%
KFC
265
Klingenstein Fields & Co
New York
$347K – – –
VC
266
Veracity Capital
Georgia
$346K +$15.9K +265 +5%
RFN
267
RDA Financial Network
Iowa
$345K +$7.63K +127 +2%
RW
268
RVW Wealth
California
$338K – – –
FAM
269
Forte Asset Management
New York
$337K – – –
FWM
270
Fingerlakes Wealth Management
New York
$328K -$9.91K -165 -3%
NL
271
NWAM LLC
Washington
$328K +$333K +5,538 New
RW
272
REDW Wealth
New Mexico
$327K +$60 +1 +0%
IWC
273
Integrated Wealth Concepts
Massachusetts
$307K +$55.2K +918 +21%
BC
274
BDFS Capital
Delaware
$303K +$3.67K +61 +1%
GKWIM
275
Gerber Kawasaki Wealth & Investment Management
California
$301K -$21.3K -354 -7%
9 10
11
12 13