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iShares Core US REIT ETF
USRT

Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$236M +$15M +267,217 +7%
US Bancorp
2
US Bancorp
Minnesota
$161M -$3.59M -64,077 -2%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$90.7M +$3.9M +69,516 +5%
GIM
4
Glenmede Investment Management
Pennsylvania
$90.3M +$89.5M +1,597,293 New
Morgan Stanley
5
Morgan Stanley
New York
$60.4M +$6.51M +116,170 +12%
TCOT
6
Trust Company of Tennessee
Tennessee
$56.4M +$259K +4,613 +0.5%
JHU
7
Johns Hopkins University
Maryland
$49.1M – – –
Cerity Partners
8
Cerity Partners
New York
$47.5M +$28.4M +506,314 +152%
HFS
9
Heritage Financial Services
Massachusetts
$41.8M +$614K +10,948 +2%
DCM
10
Disciplina Capital Management
Tennessee
$37.7M +$31.8M +566,899 +573%
Corient Private Wealth
11
Corient Private Wealth
Florida
$37.3M -$533K -9,507 -1%
LPL Financial
12
LPL Financial
California
$35.7M +$4.8M +85,596 +16%
MWM
13
Mission Wealth Management
California
$29M -$250K -4,468 -0.9%
AWM
14
Apollon Wealth Management
South Carolina
$28.9M -$3.78M -67,459 -12%
CL
15
Choreo LLC
Illinois
$28.9M -$2.36M -42,026 -8%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$28.3M +$96.5K +1,721 +0.3%
UBS Group
17
UBS Group
Switzerland
$26.2M +$5.45M +97,283 +27%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$26M +$3.46M +61,716 +16%
HighTower Advisors
19
HighTower Advisors
Illinois
$24.3M +$1.04M +18,569 +5%
CST
20
Charles Schwab Trust
Nevada
$24.1M +$1.42M +25,273 +6%
FA
21
Fiducient Advisors
Illinois
$22.8M -$538K -9,601 -2%
PLFA
22
Pacific Life Fund Advisors
California
$20.8M +$2.18M +38,980 +12%
RA
23
Rodgers & Associates
Pennsylvania
$19.1M +$803K +14,330 +4%
SI
24
Stephens Inc
Arkansas
$18M +$35.4K +632 +0.2%
PCH
25
PGIM Custom Harvest
New Jersey
$17.5M +$114K +2,027 +0.7%
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