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iShares Core US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
151
Drive Wealth Management
Utah
$751K -$331K -6,776 -33%
RFG
152
Range Financial Group
Oregon
$748K +$6.46K +132 +1%
CA
153
Cetera Advisors
Colorado
$748K -$11.9K -244 -2%
NL
154
Navalign LLC
California
$729K +$426K +8,718 +185%
CCM
155
Coldstream Capital Management
Washington
$725K
Focus Partners Wealth
156
Focus Partners Wealth
Massachusetts
$724K +$652K +13,337 New
Nomura Asset Management
157
Nomura Asset Management
Japan
$722K +$650K +13,290 New
WFP
158
Wrenne Financial Planning
Kentucky
$715K +$644K +13,175 New
PCS
159
Private Client Services
Kentucky
$694K +$626K +12,790 New
Mariner
160
Mariner
Kansas
$682K +$17.6K +360 +3%
PS
161
Principal Securities
Iowa
$678K +$610K +12,481 New
IFAM
162
Institutional & Family Asset Management
Colorado
$675K +$9.39K +192 +2%
KWM
163
Kingsview Wealth Management
Oregon
$674K -$2.74K -56 -0.4%
AWS
164
Atria Wealth Solutions
New York
$653K +$364K +7,441 +162%
Legacy Financial Group (Iowa)
165
Legacy Financial Group (Iowa)
Iowa
$650K -$12.4M -252,983 -95%
TWP
166
Tyche Wealth Partners
Texas
$647K +$583K +11,919 New
GC
167
Garde Capital
Washington
$646K -$1.45M -29,696 -71%
IA
168
Insight Advisors
Pennsylvania
$609K +$23.6K +482 +4%
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
$596K +$537K +10,970 New
BWA
170
Beam Wealth Advisors
Louisiana
$591K -$133K -2,719 -20%
CSPIA
171
Cary Street Partners Investment Advisory
Virginia
$591K -$73.6K -1,505 -12%
RWM
172
Ritholtz Wealth Management
New York
$591K +$3.81K +78 +0.7%
W
173
WealthCollab
Washington
$576K +$519K +10,608 New
EIP
174
Ellis Investment Partners
Pennsylvania
$572K +$7.87K +161 +2%
IWC
175
Integrated Wealth Concepts
Massachusetts
$564K +$9.1K +186 +2%