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iShares Core US REIT ETF
USRT

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
151
Avalon Investment & Advisory
Texas
$270K -$685K -12,437 -72%
CA
152
Cetera Advisors
Colorado
$252K +$25.9K +470 +11%
PFS
153
Prospera Financial Services
Texas
$245K -$63K -1,144 -20%
PFGIA
154
Patriot Financial Group Insurance Agency
Massachusetts
$235K +$8.59K +156 +4%
HHGA
155
Halbert Hargrove Global Advisors
California
$225K +$227K +4,125 New
CAL
156
Capital Advisors Ltd
Ohio
$224K +$991 +18 +0.4%
JGIA
157
Jackson Grant Investment Advisers
Connecticut
$223K +$36.7K +667 +19%
TP
158
Tranquility Partners
Tennessee
$218K – – –
KBFS
159
Kohmann Bosshard Financial Services
Ohio
$217K – – –
SW
160
SkyOak Wealth
Michigan
$207K +$208K +3,784 New
FIM
161
Frontier Investment Management
Texas
$201K +$202K +3,676 New
PMFA
162
Plante Moran Financial Advisors
Michigan
$161K – – –
PI
163
PineBridge Investments
New York
$109K – – –
CFFP
164
Center for Financial Planning
Michigan
$109K +$110K +2,000 New
EIP
165
Ellis Investment Partners
Pennsylvania
$103K +$2.86K +52 +3%
SFS
166
Sowell Financial Services
Arkansas
$89K -$115K -2,092 -56%
CHC
167
City Holding Co
West Virginia
$88K – – –
AWM
168
Avior Wealth Management
Nebraska
$86K +$4.84K +88 +6%
VCP
169
Verus Capital Partners
Arizona
$83K +$83.8K +1,523 New
NFG
170
Next Financial Group
Texas
$75K -$586K -10,649 -89%
PC
171
Permanens Capital
New York
$70K – – –
AF
172
Allworth Financial
California
$65K +$65.8K +1,195 New
TFO
173
Tarbox Family Office
California
$63K – – –
CAC
174
Certified Advisory Corp
Florida
$62K +$36.8K +669 +143%
FGAM
175
Financial Gravity Asset Management
Texas
$55K +$23.9K +435 +67%
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