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iShares Core US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFO
176
Biltmore Family Office
North Carolina
$135K +$131K +2,306 New
IHWM
177
Iron Horse Wealth Management
Iowa
$126K -$3.46K -61 -3%
SPIA
178
Steward Partners Investment Advisory
New York
$117K -$95.8K -1,688 -46%
CFFP
179
Center for Financial Planning
Michigan
$108K
OCM
180
Orion Capital Management
California
$106K
RBC
181
Roble Belko & Company
Pennsylvania
$104K +$57 +1 +0.1%
CFG
182
CKW Financial Group
Hawaii
$104K +$101K +1,776 New
HI
183
Harbour Investments
Wisconsin
$99K +$6.3K +111 +7%
PC
184
Permanens Capital
New York
$99K +$11.4K +200 +13%
JP Morgan Chase
185
JP Morgan Chase
New York
$97K +$4.14K +73 +5%
Macquarie Group
186
Macquarie Group
Australia
$93K +$90.8K +1,600 New
AWM
187
Avior Wealth Management
Nebraska
$90K +$114 +2 +0.1%
PA
188
Parallel Advisors
California
$88K +$3.97K +70 +5%
CHC
189
City Holding Co
West Virginia
$85K
TIM
190
Tortoise Investment Management
New York
$75K
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$71K +$22K +387 +46%
FGAM
192
Financial Gravity Asset Management
Texas
$58K +$57 +1 New
BMD
193
Better Money Decisions
New Mexico
$57K +$284 +5 +0.5%
FWM
194
Focused Wealth Management
New York
$54K +$57 +1 +0.1%
OSNBOA
195
Old Second National Bank of Aurora
Illinois
$47K -$1.48K -26 -3%
Daiwa Securities Group
196
Daiwa Securities Group
Japan
$44K -$334K -5,880 -89%
JFGIW
197
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43K
AIA
198
Armor Investment Advisors
North Carolina
$41K
OSAM
199
O'Shaughnessy Asset Management
Connecticut
$41K
AIC
200
Archer Investment Corporation
Indiana
$40.4K