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iShares Core US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$11.1M -$257K -5,131 -2%
PFM
27
Phillips Financial Management
Indiana
$10.2M +$369K +7,381 +4%
ACM
28
Agincourt Capital Management
Virginia
$10.1M +$124K +2,475 +1%
PFA
29
Pure Financial Advisors
California
$9.84M +$414K +8,281 +5%
RIM
30
Rakuten Investment Management
Japan
$9.71M -$1.3M -25,900 -12%
BWM
31
Biltmore Wealth Management
Arizona
$8.99M +$158K +3,158 +2%
SLI
32
Sumitomo Life Insurance
Japan
$8.9M +$8.89M +177,600 New
UBS Group
33
UBS Group
Switzerland
$8.64M +$485K +9,699 +6%
TA
34
Tectonic Advisors
Texas
$8.56M -$3.8K -76 -0%
TFA
35
TPG Financial Advisors
Oregon
$8.39M +$474K +9,471 +6%
RA
36
Rodgers & Associates
Pennsylvania
$7.99M +$688K +13,740 +10%
Cerity Partners
37
Cerity Partners
New York
$7.93M -$7.51M -149,967 -49%
Lido Advisors
38
Lido Advisors
California
$7.93M -$268K -5,348 -3%
LPL Financial
39
LPL Financial
California
$7.85M -$822K -16,433 -10%
EFL
40
ERn Financial LLC
Wisconsin
$7.49M +$93.5K +1,869 +1%
CFS
41
Cannon Financial Strategists
Georgia
$7.02M +$481K +9,617 +8%
WWM
42
Wiser Wealth Management
Georgia
$6.89M +$353K +7,048 +6%
CM
43
Cornerstone Management
Georgia
$6.88M +$434K +8,674 +7%
MWM
44
Merriman Wealth Management
Washington
$6.46M +$6.29M +125,631 New
PA
45
Procyon Advisors
Connecticut
$6.37M +$670K +13,386 +12%
PCH
46
PGIM Custom Harvest
New Jersey
$5.86M -$942K -18,815 -14%
Creative Planning
47
Creative Planning
Kansas
$5.62M -$296K -5,911 -5%
CWM
48
Congress Wealth Management
Massachusetts
$5.59M -$167K -3,339 -3%
Osaic Holdings
49
Osaic Holdings
Arizona
$5.4M +$682K +13,633 +15%
CAM
50
Congress Asset Management
Massachusetts
$5.4M -$175K -3,488 -3%