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iShares Core US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
176
MBE Wealth Management
Wisconsin
$716K -$9.17M -158,322 -93%
Brown Advisory
177
Brown Advisory
Maryland
$712K
CCM
178
Coldstream Capital Management
Washington
$710K
ADL
179
Asset Dedication LLC
California
$707K +$2.03K +35 +0.3%
MML Investors Services
180
MML Investors Services
Massachusetts
$706K -$301K -5,203 -30%
GIA
181
Gladstone Institutional Advisory
Florida
$698K +$148K +2,550 +27%
JCM
182
J2 Capital Management
Michigan
$683K +$686K +11,851 New
CBA
183
Coastal Bridge Advisors
Connecticut
$662K +$49.1K +847 +8%
HSG
184
Helen Stephens Group
Texas
$655K -$3.53K -61 -0.5%
W
185
WealthCollab
Washington
$645K +$34.7K +599 +6%
IA
186
Insight Advisors
Pennsylvania
$639K -$19.8K -341 -3%
BJL
187
Brighton Jones LLC
Washington
$637K -$27K -466 -4%
CB
188
Commerce Bank
Missouri
$630K +$633K +10,929 New
FFA
189
Fi3 Financial Advisors
Indiana
$628K -$253K -4,365 -29%
WANY
190
Wealthspire Advisors (New York)
New York
$609K +$306K +5,290 +100%
IIA
191
IPG Investment Advisors
California
$597K +$50.6K +874 +9%
FMWA
192
Forvis Mazars Wealth Advisors
Missouri
$595K -$502K -8,660 -46%
Comerica Bank
193
Comerica Bank
Texas
$588K -$237K -4,094 -29%
BWA
194
Beam Wealth Advisors
Louisiana
$588K -$43.1K -745 -7%
Stifel Financial
195
Stifel Financial
Missouri
$583K +$58.4K +1,009 +11%
FFA
196
Farther Finance Advisors
California
$581K +$582K +10,056 +27,178%
MGIA
197
Matthew Goff Investment Advisor
Texas
$581K +$584K +10,088 New
Betterment LLC
198
Betterment LLC
New York
$576K +$22.8K +394 +4%
YIA
199
YHB Investment Advisors
Connecticut
$576K +$26.6K +459 +5%
AWS
200
Atria Wealth Solutions
New York
$575K -$23.9K -412 -4%