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iShares Core US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
201
Onyx Bridge Wealth Group
New York
$358K -$6.33K -122 -2%
SWC
202
Spectrum Wealth Counsel
Indiana
$357K
Envestnet Portfolio Solutions
203
Envestnet Portfolio Solutions
Illinois
$350K -$305K -5,887 -47%
VAF
204
Values Added Financial
District of Columbia
$339K +$41.7K +803 +15%
FAM
205
Forte Asset Management
New York
$325K -$48K -925 -13%
VWA
206
VERITY Wealth Advisors
United States
$321K
KFC
207
Klingenstein Fields & Co
New York
$314K
FM
208
Foster & Motley
Ohio
$308K -$18K -347 -6%
MGW
209
MB Generational Wealth
Washington
$306K +$296K +5,706 New
ODIJL
210
One Day In July LLC
Vermont
$301K -$24K -462 -8%
WFP
211
Wrenne Financial Planning
Kentucky
$289K +$3.37K +65 +1%
SF
212
Synovus Financial
Georgia
$288K -$19.4K -373 -6%
RWM
213
Ritholtz Wealth Management
New York
$287K -$148K -2,856 -35%
OWA
214
ORBA Wealth Advisors
Illinois
$281K -$9.29K -179 -3%
SBIA
215
Sheaff Brock Investment Advisors
Indiana
$273K
BA
216
Bristlecone Advisors
Washington
$268K
LWM
217
Laidlaw Wealth Management
New York
$265K -$1.09K -21 -0.4%
HCP
218
Hexagon Capital Partners
Arkansas
$262K +$63.1K +1,216 +33%
ULWM
219
Upper Left Wealth Management
Florida
$261K -$311 -6 -0.1%
FWM
220
Fonville Wealth Management
Virginia
$257K +$4.93K +95 +2%
PAM
221
PVG Asset Management
Colorado
$257K +$249K +4,792 New
FPAS
222
Focus Partners Advisor Solutions
Missouri
$254K -$726 -14 -0.3%
CPWM
223
Cypress Point Wealth Management
Texas
$248K
NAS
224
NWF Advisory Services
California
$246K
EWA
225
EP Wealth Advisors
California
$242K -$175K -3,382 -43%