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iShares Core US REIT ETF
USRT

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
301
NewEdge Wealth
Pennsylvania
$276K +$15K +233 +6%
CFA
302
Capstone Financial Advisors
Illinois
$276K +$1.48K +23 +0.6%
GRP
303
Global Retirement Partners
California
$275K +$266K +4,134 New
HW
304
HORAN Wealth
Ohio
$272K +$12.6K +195 +5%
SFA
305
Sequoia Financial Advisors
Ohio
$272K +$709 +11 +0.3%
SWM
306
Silverlake Wealth Management
Vermont
$270K -$12.2K -189 -4%
CPA
307
Cardiff Park Advisors
California
$269K +$4.7K +73 +2%
AWA
308
Aletheian Wealth Advisors
Washington
$269K -$64 -1 -0%
EP
309
EPIQ Partners
Minnesota
$267K +$322 +5 +0.1%
JGIA
310
Jackson Grant Investment Advisers
Connecticut
$267K +$193 +3 +0.1%
FNWM
311
Financial Network Wealth Management
Utah
$266K +$26.7K +414 +12%
DADC
312
D.A. Davidson & Co
Montana
$265K +$257K +3,989 New
GIA
313
Goodwin Investment Advisory
Georgia
$261K -$64 -1 -0%
IWA
314
IVC Wealth Advisors
Pennsylvania
$257K -$6.18K -96 -2%
OBWG
315
Onyx Bridge Wealth Group
New York
$256K -$4.83K -75 -2%
IF
316
IRON Financial
Illinois
$253K +$1.35K +21 +0.6%
FHA
317
Flagship Harbor Advisors
Massachusetts
$253K -$9.86K -153 -4%
WSFS
318
Wilmington Savings Fund Society
Delaware
$246K – – –
SG
319
Sharper & Granite
California
$244K – – –
VAF
320
Values Added Financial
District of Columbia
$243K – – –
RC
321
Roundview Capital
New Jersey
$239K – – –
CAL
322
Capital Analysts LLC
Pennsylvania
$238K +$33.1K +514 +17%
TIM
323
Tortoise Investment Management
New York
$236K +$229K +3,555 New
WA
324
Westfuller Advisors
New York
$235K +$1.29K +20 +0.6%
BBA
325
Braun-Bostich & Associates
Pennsylvania
$231K -$5.41K -84 -2%
11 12
13
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