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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
226
Gen-Wealth Partners
Michigan
$647K -$43.6K -430 -6%
MWPCG
227
Measured Wealth Private Client Group
New Hampshire
$640K -$2.12M -20,911 -77%
WPW
228
Waldron Private Wealth
Pennsylvania
$639K – – –
DCM
229
Dimension Capital Management
Florida
$635K – – –
NL
230
NWAM LLC
Washington
$634K -$36K -355 -5%
PFA
231
Pure Financial Advisors
California
$634K -$5.07K -50 -0.8%
JWCA
232
J.W. Cole Advisors
Florida
$634K +$629K +6,197 New
MA
233
Mutual Advisors
Nebraska
$629K -$588K -5,795 -49%
KF
234
Krilogy Financial
Missouri
$624K -$40.3K -397 -6%
SS
235
STG Securities
New York
$610K +$605K +5,961 New
BA
236
Ballew Advisors
Mississippi
$609K -$8.12K -80 -1%
TWP
237
TFO Wealth Partners
Ohio
$605K – – –
SFG
238
Sage Financial Group
Pennsylvania
$604K – – –
RIA
239
Regal Investment Advisors
Michigan
$584K +$203 +2 +0%
MWM
240
Modera Wealth Management
New Jersey
$578K -$22.3K -220 -4%
TC
241
TAGStone Capital
North Carolina
$576K -$189K -1,859 -25%
DF
242
Dunhill Financial
United Kingdom
$575K -$13.4K -132 -2%
WMA
243
West Michigan Advisors
Michigan
$565K -$544K -5,357 -49%
TWP
244
Tower Wealth Partners
Pennsylvania
$559K +$52.4K +516 +10%
MYIA
245
Mount Yale Investment Advisors
Colorado
$547K -$8.73K -86 -2%
VAS
246
Vestmark Advisory Solutions
Massachusetts
$547K -$8.63K -85 -2%
FTUS
247
Flow Traders U.S.
New York
$542K -$2.15M -21,199 -80%
NA
248
NewEdge Advisors
Louisiana
$541K +$211K +2,084 +65%
LWM
249
Liberty Wealth Management
California
$538K – – –
CCFM
250
Clear Creek Financial Management
Washington
$532K -$28.2K -278 -5%
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10
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