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iShares Core US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SI
26
Stephens Inc
Arkansas
$18.3M -$297K -5,130 -2%
BIP
27
Blueprint Investment Partners
North Carolina
$18.2M +$951K +16,415 +5%
FTA
28
Financial & Tax Architects
Missouri
$17.8M +$233K +4,026 +1%
PCH
29
PGIM Custom Harvest
New Jersey
$17.8M -$681K -11,757 -4%
RIM
30
Rockbridge Investment Management
New York
$16M +$152K +2,623 +1%
SRSA
31
S.R. Schill & Associates
Washington
$15.9M -$2.11M -36,380 -12%
Osaic Holdings
32
Osaic Holdings
Arizona
$15.1M -$6.83M -117,871 -31%
MLFP
33
MPS Loria Financial Planners
Illinois
$14.3M +$14.4M +247,795 New
KIM
34
Kestra Investment Management
Texas
$13M +$13.1M +226,006 +753,353%
JP Morgan Chase
35
JP Morgan Chase
New York
$12.8M -$5.27M -90,993 -29%
GT
36
Glenview Trust
Kentucky
$12.5M +$191K +3,292 +2%
Lido Advisors
37
Lido Advisors
California
$12M +$3.95M +68,250 +49%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$11.9M +$2.24M +38,591 +23%
PFA
39
Pure Financial Advisors
California
$11.9M -$606K -10,457 -5%
BWM
40
Biltmore Wealth Management
Arizona
$11.3M +$12.4K +214 +0.1%
TA
41
Tectonic Advisors
Texas
$11.2M
CFS
42
Cannon Financial Strategists
Georgia
$10.5M +$125K +2,156 +1%
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$10.4M +$564K +9,734 +6%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$10.1M +$2.32M +40,073 +30%
Ameriprise
45
Ameriprise
Minnesota
$10.1M +$1.29M +22,204 +15%
PFM
46
Phillips Financial Management
Indiana
$9.95M -$535K -9,232 -5%
EFL
47
ERn Financial LLC
Wisconsin
$9.84M -$884K -15,268 -8%
AI
48
AXS Investments
New York
$9.12M +$9.17M +158,291 New
FDS
49
Freedom Day Solutions
Texas
$8.87M +$407K +7,033 +5%
AFG
50
Atomi Financial Group
New York
$8.36M +$650K +11,231 +8%