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iShares Core US REIT ETF
USRT

Name Holding Trade Value Shares
Change 		Change in
Stake
PTP
301
Platform Technology Partners
New York
$286K – – –
IAIM
302
International Assets Investment Management
Florida
$284K +$129 +2 +0%
NW
303
NewEdge Wealth
Pennsylvania
$276K +$15K +233 +6%
CFA
304
Capstone Financial Advisors
Illinois
$276K +$1.48K +23 +0.6%
GRP
305
Global Retirement Partners
California
$275K +$266K +4,134 New
HW
306
HORAN Wealth
Ohio
$272K +$12.6K +195 +5%
SFA
307
Sequoia Financial Advisors
Ohio
$272K +$709 +11 +0.3%
SWM
308
Silverlake Wealth Management
Vermont
$270K -$12.2K -189 -4%
CPA
309
Cardiff Park Advisors
California
$269K +$4.7K +73 +2%
AWA
310
Aletheian Wealth Advisors
Washington
$269K -$64 -1 -0%
EP
311
EPIQ Partners
Minnesota
$267K +$322 +5 +0.1%
JGIA
312
Jackson Grant Investment Advisers
Connecticut
$267K +$193 +3 +0.1%
FNWM
313
Financial Network Wealth Management
Utah
$266K +$26.7K +414 +12%
DADC
314
D.A. Davidson & Co
Montana
$265K +$257K +3,989 New
GIA
315
Goodwin Investment Advisory
Georgia
$261K -$64 -1 -0%
IWA
316
IVC Wealth Advisors
Pennsylvania
$257K -$6.18K -96 -2%
OBWG
317
Onyx Bridge Wealth Group
New York
$256K -$4.83K -75 -2%
IF
318
IRON Financial
Illinois
$253K +$1.35K +21 +0.6%
FHA
319
Flagship Harbor Advisors
Massachusetts
$253K -$9.86K -153 -4%
WSFS
320
Wilmington Savings Fund Society
Delaware
$246K – – –
SG
321
Sharper & Granite
California
$244K – – –
VAF
322
Values Added Financial
District of Columbia
$243K – – –
RC
323
Roundview Capital
New Jersey
$239K – – –
CAL
324
Capital Analysts LLC
Pennsylvania
$238K +$33.1K +514 +17%
TIM
325
Tortoise Investment Management
New York
$236K +$229K +3,555 New
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