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iShares Core US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
201
Sonora Investment Management
Arizona
$4K -$326 -7 -8%
GWM
202
Geneos Wealth Management
Colorado
$4K – – –
LWANC
203
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K – – –
TWA
204
TCI Wealth Advisors
Arizona
$1K – – –
LFG
205
Larson Financial Group
Missouri
$1K +$93 +2 +20%
FGAM
206
Financial Gravity Asset Management
Texas
$1K +$886 +19 New
RFM
207
Royal Fund Management
Florida
– -$3.4M -77,869 Closed
CCP
208
Cardan Capital Partners
Colorado
– -$3.21M -73,422 Closed
FSWA
209
Financial Synergies Wealth Advisors
Texas
– -$1.51M -34,598 Closed
RJA
210
Raymond James & Associates
Florida
– -$1.17M -26,750 Closed
MWM
211
McNaughton Wealth Management
California
– -$1.03M -23,554 Closed
AIM
212
Aurora Investment Managers
Florida
– -$605K -13,839 Closed
SB
213
Strategic Blueprint
Georgia
– -$259K -5,912 Closed
Mackenzie Financial
214
Mackenzie Financial
Ontario, Canada
– -$258K -5,900 Closed
CWM
215
Centric Wealth Management
Illinois
– -$235K -4,283 Closed
FA
216
Faithward Advisors
Pennsylvania
– -$180K -4,110 Closed
FHA
217
Flagship Harbor Advisors
Massachusetts
– -$126K -2,900 Closed
CAAS
218
Capital Asset Advisory Services
Michigan
– -$20K -452 Closed
S
219
SignatureFD
Georgia
– -$14K -309 Closed
WCG
220
Weaver Consulting Group
California
– -$13K -291 Closed
PFS
221
Prospera Financial Services
Texas
– -$10K -235 Closed
MHR
222
Matthew Hamilton Rosenberg
– -$8K -190 Closed
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
– -$7K -162 Closed
SFS
224
Sowell Financial Services
Arkansas
– -$7K -160 Closed
CPW
225
Catalyst Private Wealth
California
– -$4K -99 Closed