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iShares Core US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
201
Advisory Services Network
Georgia
$449K
AAS
202
Avantax Advisory Services
Texas
$439K -$149K -2,553 -26%
RW
203
REDW Wealth
New Mexico
$438K +$5.14K +88 +1%
MCM
204
MidAtlantic Capital Management
Virginia
$426K
GIA
205
Gladstone Institutional Advisory
Florida
$414K +$392K +6,718 New
SWC
206
Spectrum Wealth Counsel
Indiana
$410K
APP
207
Avantax Planning Partners
Iowa
$410K -$708K -12,134 -65%
OBWG
208
Onyx Bridge Wealth Group
New York
$407K -$3.74K -64 -1%
QCIG
209
Quad-Cities Investment Group
Iowa
$403K -$8.17K -140 -2%
LWMNY
210
Landmark Wealth Management (New York)
New York
$395K +$374K +6,409 New
YIA
211
YHB Investment Advisors
Connecticut
$391K -$23.8K -407 -6%
FAM
212
Forte Asset Management
New York
$374K
VWA
213
VERITY Wealth Advisors
United States
$369K
AA
214
Advisory Alpha
Michigan
$365K -$1.88M -32,221 -84%
KFC
215
Klingenstein Fields & Co
New York
$361K
VAF
216
Values Added Financial
District of Columbia
$353K -$35K -599 -9%
MGW
217
MB Generational Wealth
Washington
$348K -$2.8K -48 -0.8%
ODIJL
218
One Day In July LLC
Vermont
$346K
Fidelity Investments
219
Fidelity Investments
Massachusetts
$342K +$231K +3,965 +250%
FPAS
220
Focus Partners Advisor Solutions
Missouri
$341K +$47K +805 +17%
SF
221
Synovus Financial
Georgia
$339K +$7.41K +127 +2%
WFP
222
Wrenne Financial Planning
Kentucky
$330K -$2.28K -39 -0.7%
RWM
223
Ritholtz Wealth Management
New York
$329K -$584 -10 -0.2%
WANY
224
Wealthspire Advisors (New York)
New York
$326K +$309K +5,290 New
FM
225
Foster & Motley
Ohio
$319K -$33.6K -575 -10%