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iShares Core US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
51
Wealthcare Advisory Partners
Pennsylvania
$10.5M +$4.59M +76,437 +76%
Creative Planning
52
Creative Planning
Kansas
$10.5M +$3.05M +50,817 +40%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$10.2M -$25M -416,509 -71%
SAM
54
Smartleaf Asset Management
Massachusetts
$10M +$1.47M +24,413 +17%
FDS
55
Freedom Day Solutions
Texas
$9.87M +$383K +6,376 +4%
OSAM
56
O'Shaughnessy Asset Management
Connecticut
$9.82M -$72.1K -1,200 -0.7%
JP Morgan Chase
57
JP Morgan Chase
New York
$9.78M +$1.81M +30,170 +22%
CM
58
Cornerstone Management
Georgia
$9.35M +$228K +3,787 +2%
AFG
59
Atomi Financial Group
New York
$8.39M +$36.2K +602 +0.4%
EFL
60
ERn Financial LLC
Wisconsin
$7.72M +$96.1K +1,599 +1%
MNBTD
61
Moody National Bank Trust Division
Texas
$7.69M +$65.4K +1,089 +0.8%
BFA
62
Blueprint Financial Advisors
North Carolina
$7.59M +$1.22M +20,310 +19%
PFM
63
Phillips Financial Management
Indiana
$7.23M -$2.54M -42,340 -26%
TFA
64
TPG Financial Advisors
Oregon
$7.02M +$273K +4,547 +4%
AWM
65
Avior Wealth Management
Nebraska
$6.96M +$290K +4,825 +4%
FSAG
66
Financial Solutions Advisory Group
Illinois
$6.83M +$6.94M +115,442 New
Mariner
67
Mariner
Kansas
$6.72M +$381K +6,337 +6%
Legacy Financial Group (Iowa)
68
Legacy Financial Group (Iowa)
Iowa
$6.59M -$1.74K -29 -0%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$6.51M +$188K +3,137 +3%
RWM
70
Rialto Wealth Management
New York
$6.41M +$586K +9,753 +10%
PFM
71
Peak Financial Management
Massachusetts
$6.07M +$227K +3,778 +4%
CPCM
72
Cornerstone Partners Capital Management
Virginia
$5.75M
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$5.31M +$86K +1,431 +2%
Jones Financial Companies
74
Jones Financial Companies
Missouri
$4.95M +$1.01M +16,734 +24%
TDWM
75
Topel & Distasi Wealth Management
California
$4.79M +$82.4K +1,371 +2%