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iShares Core US REIT ETF
USRT

Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$54M -$32.5M -651,797 -37%
LNC
2
Lincoln National Corp
Pennsylvania
$32.7M +$33.7M +676,718 New
USAA
3
United Services Automobile Association
Texas
$26.7M +$6.11M +122,500 +29%
JA
4
JOYN Advisors
Georgia
$20.3M +$1.06M +21,245 +5%
FA
5
Fiducient Advisors
Illinois
$12.7M -$79K -1,585 -0.6%
AA
6
Advisory Alpha
Michigan
$12.3M -$828K -16,601 -6%
PFA
7
Pure Financial Advisors
California
$10.8M +$126K +2,528 +1%
Morgan Stanley
8
Morgan Stanley
New York
$8.39M +$2.68M +53,674 +45%
BFG
9
Barber Financial Group
Kansas
$7.91M +$350K +7,029 +4%
FIM
10
Freedom Investment Management
Connecticut
$7.73M -$44.7K -896 -0.6%
Bank of America
11
Bank of America
North Carolina
$7.49M +$6.51M +130,630 +540%
ACM
12
AlphaStar Capital Management
North Carolina
$6.57M +$998K +20,012 +17%
CSIA
13
Charles Schwab Investment Advisory
California
$6.4M -$69.2K -1,388 -1%
PWA
14
Peterson Wealth Advisors
Utah
$5.44M +$565K +11,325 +11%
RJA
15
Raymond James & Associates
Florida
$4.61M +$4.75M +95,273 New
LPL Financial
16
LPL Financial
California
$4.14M +$3.45M +69,168 +423%
CL
17
Choreo LLC
Illinois
$4.07M +$462K +9,266 +13%
CM
18
Cornerstone Management
Georgia
$3.91M +$4.03M +80,806 New
Goldman Sachs
19
Goldman Sachs
New York
$3.52M +$3.62M +72,678 New
FI
20
FormulaFolio Investments
Michigan
$3.49M +$604K +12,116 +20%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.97M -$116K -2,326 -4%
WI
22
WrapManager Inc
California
$2.84M -$193K -3,874 -6%
MAS
23
Managed Account Services
Florida
$2.76M +$68.3K +1,370 +2%
MFT
24
Moisand Fitzgerald Tamayo
Florida
$2.71M -$60.4K -1,212 -2%
UBS Group
25
UBS Group
Switzerland
$2.46M +$18.1K +364 +0.7%
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