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iShares Core US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$13.9M -$1.35M -26,004 -9%
MWM
27
MBE Wealth Management
Wisconsin
$13.9M +$888K +17,114 +7%
FA
28
Fiducient Advisors
Illinois
$12.7M +$3.02M +58,240 +33%
Bank of America
29
Bank of America
North Carolina
$12.6M +$5.78M +111,483 +90%
PFM
30
Phillips Financial Management
Indiana
$12M +$287K +5,538 +3%
RA
31
Rodgers & Associates
Pennsylvania
$11.9M +$1.08M +20,739 +10%
GT
32
Glenview Trust
Kentucky
$11.6M +$282K +5,437 +3%
EIG
33
Ellenbecker Investment Group
Wisconsin
$11.1M -$1.14M -21,987 -10%
PFA
34
Pure Financial Advisors
California
$10.9M +$509K +9,813 +5%
ACM
35
Agincourt Capital Management
Virginia
$10.8M +$59.7K +1,150 +0.6%
Cerity Partners
36
Cerity Partners
New York
$10.6M +$1.48M +28,446 +17%
VFPI
37
Vantage Financial Partners (Illinois)
Illinois
$10.5M +$5.77M +111,233 +131%
LPL Financial
38
LPL Financial
California
$10.4M -$195K -3,750 -2%
BIP
39
Blueprint Investment Partners
North Carolina
$10.1M -$11.5M -222,580 -54%
TA
40
Tectonic Advisors
Texas
$10M +$197K +3,800 +2%
TFA
41
TPG Financial Advisors
Oregon
$9.87M +$9.56M +184,253 New
EFL
42
ERn Financial LLC
Wisconsin
$9.66M +$585K +11,275 +7%
CFS
43
Cannon Financial Strategists
Georgia
$9.42M +$472K +9,097 +5%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$9.37M -$1.56M -30,000 -15%
FMWA
45
Forvis Mazars Wealth Advisors
Missouri
$9.2M -$5.14M -99,136 -37%
BWM
46
Biltmore Wealth Management
Arizona
$8.32M +$2.92M +56,371 +57%
CM
47
Cornerstone Management
Georgia
$8.16M +$708K +13,647 +10%
Ameriprise
48
Ameriprise
Minnesota
$8.11M +$694K +13,374 +10%
OSAM
49
O'Shaughnessy Asset Management
Connecticut
$7.5M +$4.1M +78,964 +129%
Legacy Financial Group (Iowa)
50
Legacy Financial Group (Iowa)
Iowa
$6.62M -$6.75M -130,109 -51%