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iShares Core US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$186M -$4.82M -84,910 -3%
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$178M +$114M +2,003,317 +191%
CSIA
3
Charles Schwab Investment Advisory
California
$95.8M -$4.2M -73,979 -4%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$86.1M +$5.93M +104,467 +8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$59.3M +$5.31M +93,606 +10%
FA
6
Fiducient Advisors
Illinois
$46.2M -$2.15M -37,932 -5%
MG
7
McCutchen Group
Washington
$43.4M +$1.34M +23,573 +3%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$39.9M +$4.12M +72,533 +12%
CL
9
Choreo LLC
Illinois
$36.5M -$76.4K -1,346 -0.2%
EIG
10
Ellenbecker Investment Group
Wisconsin
$29.9M +$4.39M +77,391 +18%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$26.4M +$2.29M +40,419 +10%
AA
12
Advisory Alpha
Michigan
$24.4M +$5.94M +104,726 +33%
Morgan Stanley
13
Morgan Stanley
New York
$23.4M +$1M +17,680 +5%
US Bancorp
14
US Bancorp
Minnesota
$19.2M +$69.3K +1,221 +0.4%
MWM
15
Mission Wealth Management
California
$18.6M +$1.86M +32,690 +11%
CPCM
16
Cornerstone Partners Capital Management
Virginia
$17.8M
HPWM
17
Highland Private Wealth Management
Washington
$16.9M +$1.02M +17,920 +7%
HHGA
18
Halbert Hargrove Global Advisors
California
$16.2M -$456K -8,032 -3%
SRSA
19
S.R. Schill & Associates
Washington
$15.8M +$300K +5,292 +2%
Victory Capital Management
20
Victory Capital Management
Texas
$13.8M +$13.5M +237,166 New
BIP
21
Blueprint Investment Partners
North Carolina
$13.1M -$1.99M -34,981 -14%
PWA
22
Peterson Wealth Advisors
Utah
$12.4M +$1.06M +18,617 +10%
RIM
23
Rockbridge Investment Management
New York
$11.5M +$714K +12,576 +7%
BFG
24
Barber Financial Group
Kansas
$10.7M +$24K +423 +0.2%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$10.2M +$735K +12,953 +8%