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iShares Core US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CM
176
Columbus Macro
Pennsylvania
$386K +$419K +8,180 New
SWA
177
Stratos Wealth Advisors
Ohio
$370K +$401K +7,842 New
PFO
178
Pathstone Family Office
New Jersey
$368K +$14.8K +290 +4%
ADL
179
Asset Dedication LLC
California
$366K -$8.19K -160 -2%
AAS
180
Avantax Advisory Services
Texas
$360K -$12.9K -253 -3%
Ameriprise
181
Ameriprise
Minnesota
$358K -$2.51K -49 -0.6%
CPWM
182
Cypress Point Wealth Management
Texas
$355K -$91.7K -1,791 -19%
CG
183
Colony Group
Massachusetts
$350K -$9.93K -194 -3%
FAM
184
Forte Asset Management
New York
$343K
AIM
185
Allen Investment Management
New York
$339K
BPA
186
Beacon Pointe Advisors
California
$330K +$358K +7,003 New
OBWG
187
Onyx Bridge Wealth Group
New York
$330K -$1.53K -30 -0.4%
SS
188
Simplicity Solutions
Minnesota
$329K +$113K +2,204 +46%
PW
189
Peninsula Wealth
California
$325K +$6.55K +128 +2%
Daiwa Securities Group
190
Daiwa Securities Group
Japan
$318K -$35.3K -689 -9%
FFP
191
FourThought Financial Partners
Florida
$316K +$55.6K +1,086 +19%
RSA
192
River Street Advisors
Illinois
$308K -$13.7K -267 -4%
PA
193
Procyon Advisors
Connecticut
$304K -$6.01M -117,367 -95%
QCIG
194
Quad-Cities Investment Group
Iowa
$302K -$24.3K -475 -7%
FNWM
195
Financial Network Wealth Management
Utah
$301K -$23.5K -459 -7%
EW
196
Evoke Wealth
California
$300K +$321K +6,275 New
CB
197
Commerce Bank
Missouri
$296K
WF
198
Wayfinding Financial
Washington
$293K +$23.4K +458 +8%
DADC
199
D.A. Davidson & Co
Montana
$280K -$28.1K -550 -8%
LWMNY
200
Landmark Wealth Management (New York)
New York
$278K +$302K +5,900 New