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iShares Core US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$181M -$20.4M -458,240 -10%
CSIA
2
Charles Schwab Investment Advisory
California
$81.9M -$5.5M -123,404 -6%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$40M +$18.8M +420,690 +85%
FA
4
Fiducient Advisors
Illinois
$33.9M +$4.04M +90,663 +13%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$32.6M +$2.77M +62,098 +9%
MG
6
McCutchen Group
Washington
$30.4M +$126K +2,819 +0.4%
TC
7
TownSquare Capital
Utah
$29.3M +$1.54M +34,465 +6%
CL
8
Choreo LLC
Illinois
$24.9M +$3.22M +72,212 +15%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$13.9M +$1.51M +33,786 +12%
Morgan Stanley
10
Morgan Stanley
New York
$13.8M -$488K -10,932 -3%
US Bancorp
11
US Bancorp
Minnesota
$13.6M +$674K +15,102 +5%
CP
12
CornerStone Partners
Virginia
$13.4M +$4.89M +109,717 +56%
BIP
13
Blueprint Investment Partners
North Carolina
$12.6M +$7.36M +165,045 +173%
SRSA
14
S.R. Schill & Associates
Washington
$11.4M +$267K +5,976 +2%
HPWM
15
Highland Private Wealth Management
Washington
$10.6M +$642K +14,387 +6%
EIG
16
Ellenbecker Investment Group
Wisconsin
$10.5M +$3.4M +76,171 +47%
HHGA
17
Halbert Hargrove Global Advisors
California
$9.43M +$1.19M +26,587 +14%
HS
18
Horan Securities
United States
$9.15M +$665K +14,901 +8%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$8.86M +$9.04M +202,555 New
BFG
20
Barber Financial Group
Kansas
$8.82M -$159K -3,564 -2%
MWM
21
Mission Wealth Management
California
$8.13M +$2.64M +59,072 +47%
PFA
22
Pure Financial Advisors
California
$7.87M -$322K -7,223 -4%
PWA
23
Peterson Wealth Advisors
Utah
$7.59M +$206K +4,614 +3%
Creative Planning
24
Creative Planning
Kansas
$6.33M -$175K -3,928 -3%
EFL
25
ERn Financial LLC
Wisconsin
$6.3M +$77K +1,727 +1%