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iShares Core US REIT ETF
USRT

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
301
TD Private Client Wealth
New York
$78.7K +$3.01K +52 +4%
CWM
302
Copia Wealth Management
Oregon
$71.8K – – –
FDCDDQ
303
Federation des caisses Desjardins du Quebec
Quebec, Canada
$71.3K +$71.7K +1,238 New
CFFP
304
Center for Financial Planning
Michigan
$69.9K – – –
MAFA
305
MJT & Associates Financial Advisory
Minnesota
$60K +$60.4K +1,042 New
CIA
306
Cape Investment Advisory
Georgia
$58.5K -$18.6K -321 -24%
FC
307
Fairscale Capital
New Hampshire
$52.2K – – –
SPIA
308
Steward Partners Investment Advisory
New York
$52.1K – – –
UB
309
UMB Bank
Missouri
$51.8K – – –
CT
310
Colonial Trust
South Carolina
$51.7K -$20.3K -351 -28%
CWC
311
Carolinas Wealth Consulting
North Carolina
$51.1K +$5.5K +95 +12%
LWA
312
Lowe Wealth Advisors
Maryland
$46K – – –
BCWM
313
Bartlett & Co Wealth Management
Ohio
$40.3K – – –
AIC
314
Archer Investment Corporation
Indiana
$39.9K – – –
PTC
315
Private Trust Company
Ohio
$37.1K – – –
AIA
316
Armor Investment Advisors
North Carolina
$35.7K – – –
RIL
317
Rothschild Investment LLC
Illinois
$33.1K +$33.3K +575 New
BCMLT
318
Beacon Capital Management LLC (Tennessee)
Tennessee
$32.8K +$116 +2 +0.4%
ST
319
Smithfield Trust
Pennsylvania
$30K – – –
FFL
320
Financial Freedom LLC
Ohio
$29.5K +$116 +2 +0.4%
RF
321
Robinswood Financial
Washington
$29.1K – – –
CP
322
Covenant Partners
Tennessee
$29.1K +$6.08K +105 +26%
SIM
323
Synergy Investment Management
Florida
$28.4K -$13.7K -236 -32%
OWA
324
Opal Wealth Advisors
New York
$28.2K +$28.4K +490 New
GJIA
325
Glass Jacobson Investment Advisors
Maryland
$26.8K – – –
11 12
13
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