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iShares Core US REIT ETF
USRT

Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$143M +$16.3M +296,587 +13%
CSIA
2
Charles Schwab Investment Advisory
California
$139M -$4.84M -87,863 -3%
FA
3
Fiducient Advisors
Illinois
$36.6M +$425K +7,719 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$31.6M +$11.9M +215,380 +59%
Victory Capital Management
5
Victory Capital Management
Texas
$27M -$31.3M -567,918 -53%
JA
6
JOYN Advisors
Georgia
$25.9M -$948K -17,221 -3%
TC
7
TownSquare Capital
Utah
$23.5M +$1.32M +23,986 +6%
Wells Fargo
8
Wells Fargo
California
$21.1M +$775K +14,081 +4%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$18.8M +$3.31M +60,201 +21%
CIA
10
Compass Ion Advisors
Pennsylvania
$18M +$18.2M +329,916 New
Morgan Stanley
11
Morgan Stanley
New York
$17.6M +$1.31M +23,753 +8%
Bank of America
12
Bank of America
North Carolina
$16.2M +$5.27M +95,799 +47%
BFG
13
Barber Financial Group
Kansas
$15.7M -$3.78M -68,750 -19%
FI
14
FormulaFolio Investments
Michigan
$15.1M +$2.12M +38,521 +16%
CL
15
Choreo LLC
Illinois
$14.6M +$1.52M +27,613 +11%
AUB
16
Atlantic Union Bankshares
Virginia
$13.4M -$5.01M -91,082 -27%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$11.6M +$11.6M +211,597 +16,767%
HPWM
18
Highland Private Wealth Management
Washington
$11.1M +$1.41M +25,666 +15%
MG
19
McCutchen Group
Washington
$10.8M +$5.39M +97,894 +98%
CP
20
CornerStone Partners
Virginia
$10.7M +$10.8M +195,636 New
PFA
21
Pure Financial Advisors
California
$10.6M -$206K -3,748 -2%
Creative Planning
22
Creative Planning
Kansas
$9.74M +$662K +12,017 +7%
PFG
23
Pacific Financial Group
Washington
$9.15M +$1.26M +22,882 +16%
LPL Financial
24
LPL Financial
California
$8.49M +$1.22M +22,234 +17%
ACM
25
AlphaStar Capital Management
North Carolina
$8.46M -$15.2K -276 -0.2%
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