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iShares Core US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPW
176
Intergy Private Wealth
Colorado
$673K +$78.6K +1,307 +13%
BJL
177
Brighton Jones LLC
Washington
$660K +$693K +11,518 New
HSG
178
Helen Stephens Group
Texas
$655K -$40.2K -669 -6%
IA
179
Insight Advisors
Pennsylvania
$648K -$16.7K -278 -2%
DC
180
Destiny Capital
Colorado
$647K +$49.6K +825 +8%
TFM
181
Trademark Financial Management
Minnesota
$642K -$344K -5,721 -34%
BWA
182
Beam Wealth Advisors
Louisiana
$627K -$26.5K -441 -4%
RFA
183
RTD Financial Advisors
Pennsylvania
$615K -$651K -10,819 -50%
TDB
184
Thompson David Blair
$615K +$645K +10,730 New
CBA
185
Coastal Bridge Advisors
Connecticut
$610K +$187K +3,109 +41%
W
186
WealthCollab
Washington
$607K
RFN
187
RDA Financial Network
Iowa
$607K -$562K -9,348 -47%
AAM
188
Aureus Asset Management
Massachusetts
$605K +$2.65K +44 +0.4%
AWS
189
Atria Wealth Solutions
New York
$596K -$178K -2,953 -22%
CA
190
CGN Advisors
Kansas
$590K -$146K -2,421 -19%
Envestnet Portfolio Solutions
191
Envestnet Portfolio Solutions
Illinois
$588K -$72.3K -1,202 -10%
MA
192
Mutual Advisors
Nebraska
$584K -$16.3K -271 -3%
PCS
193
Private Client Services
Kentucky
$562K -$365K -6,065 -38%
CSP
194
Cary Street Partners
Virginia
$560K +$588K +9,772 New
Betterment LLC
195
Betterment LLC
New York
$550K -$2.53K -42 -0.4%
GIA
196
Gladstone Institutional Advisory
Florida
$549K +$172K +2,856 +43%
YIA
197
YHB Investment Advisors
Connecticut
$546K +$192K +3,184 +50%
IIA
198
IPG Investment Advisors
California
$544K +$33.9K +564 +6%
N
199
Natixis
France
$536K -$1.44K -24 -0.3%
HAG
200
HF Advisory Group
Maryland
$525K -$19K -316 -3%