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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
226
Brinker Capital Investments
Pennsylvania
$687K +$346K +3,596 +114%
OPS
227
Orion Portfolio Solutions
Nebraska
$687K +$346K +3,596 +114%
IWC
228
Integrated Wealth Concepts
Massachusetts
$685K -$39.6K -411 -6%
SIS
229
Sound Income Strategies
Florida
$676K -$2.5K -26 -0.4%
DCM
230
Dimension Capital Management
Florida
$676K – – –
GFWA
231
Grey Fox Wealth Advisors
Delaware
$668K -$2.79K -29 -0.4%
KP
232
Keel Point
Alabama
$663K +$193 +2 +0%
TSS
233
Two Sigma Securities
New York
$661K -$2.12M -22,029 -77%
BA
234
Bristlecone Advisors
Washington
$661K +$31.6K +328 +5%
NW
235
Naviter Wealth
Arkansas
$657K +$365K +3,785 +142%
AI
236
Axos Invest
Nevada
$653K +$617K +6,409 New
FTA
237
Financial & Tax Architects
Missouri
$647K -$39.2K -407 -6%
CMP
238
Courage Miller Partners
Virginia
$647K -$13.8K -143 -2%
SC
239
Sierra Capital
Florida
$644K +$2.41K +25 +0.4%
DC
240
Davenport & Co
Virginia
$640K +$147K +1,522 +32%
ST
241
Sentinel Trust
Texas
$638K – – –
WPW
242
Waldron Private Wealth
Pennsylvania
$636K – – –
CAM
243
Cresset Asset Management
Illinois
$634K -$289 -3 -0%
VFA
244
Valeo Financial Advisors
Indiana
$633K -$33.7K -350 -5%
RIA
245
Regal Investment Advisors
Michigan
$632K -$49.4K -513 -8%
MGIA
246
Moneta Group Investment Advisors
Missouri
$631K +$4.24K +44 +0.7%
FA
247
Faithward Advisors
Pennsylvania
$629K +$6.93K +72 +1%
PWM
248
Perigon Wealth Management
California
$619K +$40.8K +424 +7%
PFPT
249
Pinnacle Financial Partners (Tennessee)
Tennessee
$617K -$107K -1,107 -15%
GAM
250
Gould Asset Management
California
$609K -$17.3K -180 -3%
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