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iShares Core US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
51
Wealthcare Advisory Partners
Pennsylvania
$13.3M +$1.52M +23,643 +13%
CPA
52
Capital Performance Advisors
California
$12.9M +$987K +15,327 +9%
GT
53
Glenview Trust
Kentucky
$12.8M -$104K -1,620 -0.8%
Creative Planning
54
Creative Planning
Kansas
$11.7M -$80.8K -1,254 -0.7%
SAM
55
Smartleaf Asset Management
Massachusetts
$11.6M
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$11.5M -$543K -8,432 -5%
FDS
57
Freedom Day Solutions
Texas
$11.5M +$404K +6,272 +4%
OSAM
58
O'Shaughnessy Asset Management
Connecticut
$11.3M +$306K +4,754 +3%
JP Morgan Chase
59
JP Morgan Chase
New York
$11M -$350K -5,430 -3%
Focus Partners Wealth
60
Focus Partners Wealth
Massachusetts
$10.9M +$4.92M +76,318 +87%
Ameriprise
61
Ameriprise
Minnesota
$10.7M -$3.91M -60,739 -27%
CM
62
Cornerstone Management
Georgia
$10.4M -$94.6K -1,469 -0.9%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$10.3M -$1.15M -17,849 -10%
GF
64
Gimbal Financial
Indiana
$10.2M +$9.89M +153,565 New
AFG
65
Atomi Financial Group
New York
$9.17M -$239K -3,709 -3%
EFL
66
ERn Financial LLC
Wisconsin
$8.8M +$133K +2,062 +2%
MNBTD
67
Moody National Bank Trust Division
Texas
$8.3M -$320K -4,971 -4%
TFA
68
TPG Financial Advisors
Oregon
$8.19M +$298K +4,618 +4%
SPWM
69
Spartan Planning & Wealth Management
North Carolina
$8.02M +$5.87M +91,148 +308%
RWM
70
Rialto Wealth Management
New York
$7.72M +$513K +7,960 +7%
CNBT
71
Canandaigua National Bank & Trust
New York
$7.71M +$7.47M +115,955 New
FSAG
72
Financial Solutions Advisory Group
Illinois
$7.68M -$18.4K -285 -0.2%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$7.36M +$56.5K +877 +0.8%
Legacy Financial Group (Iowa)
74
Legacy Financial Group (Iowa)
Iowa
$7.27M -$121K -1,884 -2%
Mariner
75
Mariner
Kansas
$7.21M -$318K -4,943 -4%