We are live on ! Find out more
USRT icon

iShares Core US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
MBE Wealth Management
Wisconsin
$13M +$261K +4,919 +2%
EIG
27
Ellenbecker Investment Group
Wisconsin
$12.3M -$412K -7,774 -3%
SLI
28
Sumitomo Life Insurance
Japan
$11.9M +$6.74M +127,200 +130%
PFM
29
Phillips Financial Management
Indiana
$11.8M +$191K +3,602 +2%
GT
30
Glenview Trust
Kentucky
$11.4M +$86.7K +1,637 +0.8%
HHGA
31
Halbert Hargrove Global Advisors
California
$11.2M -$1.03M -19,368 -9%
SAG
32
SageView Advisory Group
California
$11.1M +$869K +16,413 +351%
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$11M -$3.44M -65,000 -24%
RA
34
Rodgers & Associates
Pennsylvania
$10.9M +$587K +11,082 +6%
ACM
35
Agincourt Capital Management
Virginia
$10.8M +$123K +2,325 +1%
LPL Financial
36
LPL Financial
California
$10.7M +$3.51M +66,247 +50%
PFA
37
Pure Financial Advisors
California
$10.5M +$363K +6,845 +4%
TA
38
Tectonic Advisors
Texas
$9.85M +$313K +5,900 +3%
FA
39
Fiducient Advisors
Illinois
$9.59M -$33.2M -627,495 -78%
EFL
40
ERn Financial LLC
Wisconsin
$9.1M +$59.9K +1,131 +0.7%
Cerity Partners
41
Cerity Partners
New York
$9.05M -$8.86M -167,325 -50%
CFS
42
Cannon Financial Strategists
Georgia
$8.97M +$492K +9,294 +6%
PCH
43
PGIM Custom Harvest
New Jersey
$8.91M -$537K -10,137 -6%
CM
44
Cornerstone Management
Georgia
$7.46M +$730K +13,784 +11%
Ameriprise
45
Ameriprise
Minnesota
$7.44M -$29.5K -556 -0.4%
Bank of America
46
Bank of America
North Carolina
$6.68M -$29.2M -550,783 -82%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$6.51M +$306K +5,774 +5%
Lido Advisors
48
Lido Advisors
California
$6.26M -$90.4K -1,706 -1%
SAS
49
SMI Advisory Services
Indiana
$6.04M +$5.96M +112,457 New
FEG
50
Fund Evaluation Group
Ohio
$5.76M -$3.06M -57,740 -35%