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iShares Core US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
376
Napa Wealth Management
California
– -$563K -9,767 Closed
BDWCC
377
B&D White Capital Company
Texas
– -$479K -8,315 Closed
SWM
378
SFG Wealth Management
Maryland
– -$454K -7,890 Closed
Envestnet Portfolio Solutions
379
Envestnet Portfolio Solutions
Illinois
– -$442K -7,676 Closed
RF
380
RHS Financial
California
– -$430K -7,469 Closed
OMC
381
Old Mission Capital
Illinois
– -$428K -7,424 Closed
SAG
382
SageView Advisory Group
California
– -$323K -5,604 Closed
MFGP
383
Marshall Financial Group (Pennsylvania)
Pennsylvania
– -$306K -5,317 Closed
OWA
384
ORBA Wealth Advisors
Illinois
– -$278K -4,820 Closed
HCP
385
Hexagon Capital Partners
Arkansas
– -$234K -4,060 Closed
FWP
386
Forefront Wealth Partners
Texas
– -$234K -4,057 Closed
BPA
387
Beacon Pointe Advisors
California
– -$233K -4,043 Closed
LCG
388
Lakeshore Capital Group
Illinois
– -$226K -3,923 Closed
RFA
389
RTD Financial Advisors
Pennsylvania
– -$206K -3,575 Closed
Members Trust
390
Members Trust
Florida
– -$202K -3,512 Closed
CWC
391
Carolinas Wealth Consulting
North Carolina
– -$51.1K -887 Closed
BCWM
392
Bartlett & Co Wealth Management
Ohio
– -$40.3K -700 Closed
RIL
393
Rothschild Investment LLC
Illinois
– -$33.1K -575 Closed
SIM
394
Synergy Investment Management
Florida
– -$28.4K -493 Closed
GJIA
395
Glass Jacobson Investment Advisors
Maryland
– -$26.8K -467 Closed
CA
396
Continuum Advisory
Idaho
– -$23.3K -405 Closed
FPB
397
First PREMIER Bank
South Dakota
– -$10K -166 Closed
GKIM
398
GW&K Investment Management
Massachusetts
– -$9K -162 Closed
Bank of Montreal
399
Bank of Montreal
Ontario, Canada
– -$7.08K -123 Closed
ME
400
McIlrath & Eck
Washington
– -$5.36K -93 Closed