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iShares Core US REIT ETF
USRT

Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$260M +$14.1M +245,310 +6%
US Bancorp
2
US Bancorp
Minnesota
$167M -$103K -1,802 -0.1%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$103M +$8.36M +145,652 +9%
GIM
4
Glenmede Investment Management
Pennsylvania
$98.3M +$4.39M +76,496 +5%
TCOT
5
Trust Company of Tennessee
Tennessee
$63.7M +$5.02M +87,436 +9%
Morgan Stanley
6
Morgan Stanley
New York
$60.3M -$2.37M -41,294 -4%
Cerity Partners
7
Cerity Partners
New York
$51.1M +$1.8M +31,328 +4%
JHU
8
Johns Hopkins University
Maryland
$51M – – –
HFS
9
Heritage Financial Services
Massachusetts
$45.7M +$2.27M +39,470 +5%
RIM
10
Rakuten Investment Management
Japan
$43.2M +$42.6M +741,871 New
LPL Financial
11
LPL Financial
California
$40.5M +$3.36M +58,616 +9%
DCM
12
Disciplina Capital Management
Tennessee
$40.3M +$1.16M +20,167 +3%
Corient Private Wealth
13
Corient Private Wealth
Florida
$34.2M -$4.41M -76,799 -12%
MWM
14
Mission Wealth Management
California
$30.8M +$704K +12,263 +2%
HighTower Advisors
15
HighTower Advisors
Illinois
$30.7M +$5.39M +93,867 +22%
AWM
16
Apollon Wealth Management
South Carolina
$30.5M +$443K +7,720 +2%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$27.4M +$20.9M +363,682 +351%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$27.2M -$1.53M -26,619 -5%
CL
19
Choreo LLC
Illinois
$26.7M -$3.25M -56,619 -11%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$25.9M -$1.02M -17,714 -4%
UBS Group
21
UBS Group
Switzerland
$25.6M -$1.55M -26,975 -6%
CST
22
Charles Schwab Trust
Nevada
$25M -$85.9K -1,497 -0.4%
FA
23
Fiducient Advisors
Illinois
$23.4M -$345K -6,016 -1%
RA
24
Rodgers & Associates
Pennsylvania
$20.8M +$928K +16,170 +5%
SRSA
25
S.R. Schill & Associates
Washington
$20.6M +$3.8M +66,204 +23%
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