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iShares Core US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
26
Forvis Mazars Wealth Advisors
Missouri
$14.7M -$652K -13,337 -5%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$14.7M +$9.05M +185,000 +218%
JP Morgan Chase
28
JP Morgan Chase
New York
$13.9M +$10.7M +218,089 +563%
MWM
29
MBE Wealth Management
Wisconsin
$12.9M +$653K +13,358 +6%
EIG
30
Ellenbecker Investment Group
Wisconsin
$12.8M -$29.2K -598 -0.3%
HHGA
31
Halbert Hargrove Global Advisors
California
$12.4M -$235K -4,795 -2%
PFM
32
Phillips Financial Management
Indiana
$11.7M -$253K -5,182 -2%
GT
33
Glenview Trust
Kentucky
$11.4M +$10.3M +209,969 New
ACM
34
Agincourt Capital Management
Virginia
$10.8M +$97.8K +2,000 +1%
RA
35
Rodgers & Associates
Pennsylvania
$10.4M +$690K +14,104 +8%
PFA
36
Pure Financial Advisors
California
$10.2M -$1.24M -25,427 -12%
TA
37
Tectonic Advisors
Texas
$9.62M
PCH
38
PGIM Custom Harvest
New Jersey
$9.54M +$3.36M +68,657 +64%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$9.27M +$4.68M +95,641 +127%
TFA
40
TPG Financial Advisors
Oregon
$9.17M -$1.38M -28,219 -14%
Osaic Holdings
41
Osaic Holdings
Arizona
$8.96M +$1.99M +40,675 +33%
EFL
42
ERn Financial LLC
Wisconsin
$8.78M +$86.9K +1,776 +1%
CFS
43
Cannon Financial Strategists
Georgia
$8.55M +$539K +11,012 +8%
NW
44
Naviter Wealth
Arkansas
$8.33M +$4.04M +82,557 +116%
FEG
45
Fund Evaluation Group
Ohio
$7.77M
Goldman Sachs
46
Goldman Sachs
New York
$7.62M +$2.75M +56,171 +67%
Ameriprise
47
Ameriprise
Minnesota
$7.52M +$6.41M +131,027 +1,729%
Fidelity International
48
Fidelity International
Bermuda
$7.25M +$6.53M +133,521 New
LPL Financial
49
LPL Financial
California
$7.15M -$576K -11,782 -8%
CM
50
Cornerstone Management
Georgia
$6.78M -$358K -7,318 -6%