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iShares Core US REIT ETF
USRT

Name Holding Trade Value Shares
Change 		Change in
Stake
VAF
276
Values Added Financial
District of Columbia
$250K -$22.5K -388 -8%
SWM
277
Silverlake Wealth Management
Vermont
$247K -$37.9K -654 -13%
BBA
278
Braun-Bostich & Associates
Pennsylvania
$245K +$8.28K +143 +3%
IWC
279
Integrated Wealth Concepts
Massachusetts
$243K +$174 +3 +0.1%
TDB
280
Thompson David Blair
$242K +$246K +4,252 New
CFA
281
Capstone Financial Advisors
Illinois
$234K +$3.94K +68 +2%
PP
282
PDS Planning
Ohio
$231K +$235K +4,061 New
SFA
283
Sequoia Financial Advisors
Ohio
$231K -$637 -11 -0.3%
OBWG
284
Onyx Bridge Wealth Group
New York
$230K -$1.27K -22 -0.5%
IWA
285
IVC Wealth Advisors
Pennsylvania
$229K +$28K +484 +14%
JGIA
286
Jackson Grant Investment Advisers
Connecticut
$229K +$521 +9 +0.2%
EP
287
EPIQ Partners
Minnesota
$228K – – –
BFA
288
Brown Financial Advisory
Alabama
$228K -$15.5K -267 -6%
IAIM
289
International Assets Investment Management
Florida
$227K +$3.36K +58 +1%
CPA
290
Cardiff Park Advisors
California
$226K +$218K +3,759 +1,843%
GIA
291
Goodwin Investment Advisory
Georgia
$223K -$46.5K -803 -17%
NW
292
NewEdge Wealth
Pennsylvania
$223K – – –
SWP
293
Stratos Wealth Partners
Ohio
$221K +$8.74K +151 +4%
GS
294
GWN Securities
Florida
$218K +$17K +294 +8%
DT
295
DV Trading
Illinois
$217K +$221K +3,808 New
IF
296
IRON Financial
Illinois
$215K +$2.49K +43 +1%
WSFS
297
Wilmington Savings Fund Society
Delaware
$211K – – –
AFA
298
Aznar Financial Advisors
New Jersey
$205K +$208K +3,599 New
RC
299
Roundview Capital
New Jersey
$205K – – –
FNWM
300
Financial Network Wealth Management
Utah
$204K +$208K +3,585 New
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12
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