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iShares Core US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
26
Rockbridge Investment Management
New York
$8.13M +$1.23M +26,327 +19%
EFL
27
ERn Financial LLC
Wisconsin
$7.78M +$778K +16,681 +12%
Creative Planning
28
Creative Planning
Kansas
$7.02M +$16.5K +354 +0.2%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$6.96M +$919K +19,710 +16%
TA
30
Tectonic Advisors
Texas
$6.65M +$6.4M +137,339 New
BWM
31
Biltmore Wealth Management
Arizona
$5.78M +$101K +2,157 +2%
IA
32
Inspire Advisors
Idaho
$5.66M +$5.45M +116,921 New
Osaic Holdings
33
Osaic Holdings
Arizona
$5.53M +$1.75M +37,582 +49%
PFM
34
Phillips Financial Management
Indiana
$5.38M +$542K +11,617 +12%
PPA
35
Parametric Portfolio Associates
Washington
$5.12M +$4.93M +105,737 New
CM
36
Cornerstone Management
Georgia
$4.91M +$325K +6,969 +7%
MGIA
37
Moneta Group Investment Advisors
Missouri
$4.82M +$228K +4,881 +5%
CFS
38
Cannon Financial Strategists
Georgia
$4.3M +$260K +5,566 +7%
MHS
39
M Holdings Securities
Oregon
$4.04M +$146K +3,127 +4%
Goldman Sachs
40
Goldman Sachs
New York
$4M -$1.43M -30,744 -27%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$3.97M -$805K -17,262 -17%
MFT
42
Moisand Fitzgerald Tamayo
Florida
$3.81M +$85.5K +1,834 +2%
Legacy Financial Group (Iowa)
43
Legacy Financial Group (Iowa)
Iowa
$3.77M +$3.63M +77,816 New
PAM
44
Peninsula Asset Management
Florida
$3.76M +$88.4K +1,895 +2%
MUAMU
45
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.67M +$1.17M +25,200 +50%
Wells Fargo
46
Wells Fargo
California
$3.65M +$89.9K +1,929 +3%
RA
47
Rodgers & Associates
Pennsylvania
$3.48M +$3.35M +71,946 New
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$3.46M -$138K -2,958 -4%
SFG
49
StrategIQ Financial Group
Indiana
$3.27M +$386K +8,270 +14%
FWM
50
Foresight Wealth Management
Utah
$3.01M +$71.1K +1,524 +3%