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iShares Core US REIT ETF
USRT

Name Holding Trade Value Shares
Change 		Change in
Stake
OH
326
Oikos Holdings
New York
– -$13.4M -265,652 Closed
BAM
327
Belpointe Asset Management
Nevada
– -$3.86M -76,547 Closed
SWG
328
Summit Wealth Group
Vermont
– -$1K -63,806 Closed
MHS
329
M Holdings Securities
Oregon
– -$3.12M -61,966 Closed
JWCA
330
J.W. Cole Advisors
Florida
– -$1M -19,886 Closed
AWS
331
AJ Wealth Strategies
New York
– -$565K -11,212 Closed
FCA
332
Fortis Capital Advisors
Kansas
– -$504K -10,000 Closed
WWM
333
WT Wealth Management
Arizona
– -$488K -9,691 Closed
Belvedere Trading
334
Belvedere Trading
Illinois
– -$466K -9,250 Closed
TI
335
Trexquant Investment
Connecticut
– -$307K -6,100 Closed
TAM
336
Tocqueville Asset Management
New York
– -$275K -5,450 Closed
SPC
337
Sigma Planning Corp
Michigan
– -$251K -4,974 Closed
LWMNY
338
Landmark Wealth Management (New York)
New York
– -$243K -4,822 Closed
UCFA
339
United Capital Financial Advisors
Texas
– -$241K -4,784 Closed
TCWM
340
Total Clarity Wealth Management
Illinois
– -$227K -4,495 Closed
MMA
341
Miracle Mile Advisors
California
– -$226K -4,483 Closed
ECG
342
Edge Capital Group
Georgia
– -$224K -4,443 Closed
BTI
343
Blue Trust Inc
Georgia
– -$218K -4,415 Closed
PCM
344
Penserra Capital Management
California
– -$219K -4,355 Closed
IWM
345
IHT Wealth Management
Illinois
– -$207K -4,113 Closed
WWM
346
Western Wealth Management
Colorado
– -$201K -3,998 Closed
OCM
347
Orion Capital Management
California
– -$75.6K -1,500 Closed
CHC
348
City Holding Co
West Virginia
– -$73.1K -1,450 Closed
CSPAM
349
Cary Street Partners Asset Management
Virginia
– -$68.1K -1,351 Closed
Fifth Third Bancorp
350
Fifth Third Bancorp
Ohio
– -$63.7K -1,263 Closed
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14
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