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iShares Core US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
51
Atomi Financial Group
New York
$8.96M +$409K +7,131 +5%
BIP
52
Blueprint Investment Partners
North Carolina
$8.72M +$798K +13,898 +10%
CM
53
Cornerstone Management
Georgia
$8.64M +$1.17M +20,449 +16%
AWM
54
Avior Wealth Management
Nebraska
$7.93M -$1.13M -19,771 -13%
EFL
55
ERn Financial LLC
Wisconsin
$7.43M -$1.84M -31,999 -20%
Creative Planning
56
Creative Planning
Kansas
$7.29M -$309K -5,383 -4%
Legacy Financial Group (Iowa)
57
Legacy Financial Group (Iowa)
Iowa
$7.06M +$119K +2,071 +2%
AI
58
AXS Investments
New York
$6.31M +$483K +8,415 +9%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$6.1M -$122K -2,127 -2%
TFA
60
TPG Financial Advisors
Oregon
$6.09M -$26.8K -467 -0.4%
Mariner
61
Mariner
Kansas
$6.02M +$158K +2,753 +3%
CPCM
62
Cornerstone Partners Capital Management
Virginia
$5.7M
PFM
63
Peak Financial Management
Massachusetts
$5.7M +$133K +2,320 +2%
RWM
64
Rialto Wealth Management
New York
$5.22M +$321K +5,584 +7%
BFA
65
Blueprint Financial Advisors
North Carolina
$4.94M +$742K +12,927 +18%
CPA
66
Capital Performance Advisors
California
$4.83M +$785K +13,682 +20%
VWA
67
Visionary Wealth Advisors
Illinois
$4.61M +$271K +4,714 +6%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$4.36M -$40.5K -706 -0.9%
TDWM
69
Topel & Distasi Wealth Management
California
$4.36M +$166K +2,888 +4%
Focus Partners Wealth
70
Focus Partners Wealth
Massachusetts
$4.19M +$34K +593 +0.8%
MWM
71
Modern Wealth Management
Kansas
$4.14M -$589K -10,253 -13%
PP
72
Prosperity Planning
Missouri
$4.14M +$166K +2,895 +4%
Wells Fargo
73
Wells Fargo
California
$4.01M -$606K -10,550 -13%
CA
74
CoreCap Advisors
Michigan
$3.96M +$301K +5,244 +8%
WCM
75
Windsor Capital Management
Arizona
$3.8M +$253K +4,416 +7%