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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
PSUF
251
People's United Financial
Connecticut
$369K – – –
WAP
252
Wealthcare Advisory Partners
Pennsylvania
$363K -$69.2K -789 -17%
GPWA
253
Great Point Wealth Advisors
Massachusetts
$358K +$341K +3,890 New
OR
254
Olympiad Research
Connecticut
$349K -$569K -6,490 -63%
BFS
255
Bard Financial Services
Connecticut
$345K – – –
CA
256
Clearstead Advisors
Ohio
$345K +$1.58K +18 +0.5%
WEPOG
257
Wealth Enhancement & Preservation of GA
Georgia
$341K -$5K -57 -2%
TA
258
Tiedemann Advisors
New York
$340K – – –
WCG
259
Weaver Consulting Group
California
$339K +$3.95K +45 +1%
BA
260
Bristlecone Advisors
Washington
$334K -$121K -1,376 -27%
VWM
261
Valley Wealth Managers
New Jersey
$334K -$95.8K -1,092 -23%
IA
262
IFG Advisors
Missouri
$334K – – –
IAN
263
Integrated Advisors Network
Texas
$334K +$99.8K +1,137 +45%
AIM
264
Acropolis Investment Management
Missouri
$327K -$43K -490 -12%
EBT
265
Enterprise Bank & Trust
Massachusetts
$324K – – –
IB
266
Intrust Bank
Kansas
$317K – – –
GI
267
GAMCO Investors
Connecticut
$316K -$124K -1,411 -29%
TWP
268
Tower Wealth Partners
Pennsylvania
$308K +$30.6K +349 +12%
PCH
269
PGIM Custom Harvest
New Jersey
$304K +$7.9K +90 +3%
SWP
270
Stratos Wealth Partners
Ohio
$302K -$54.8K -624 -16%
CAM
271
Cozad Asset Management
Illinois
$300K – – –
SCG
272
Sonata Capital Group
Washington
$298K – – –
DADC
273
D.A. Davidson & Co
Montana
$296K +$283K +3,222 New
ATC
274
Argent Trust Co
Tennessee
$294K – – –
WA
275
Wealth Architects
California
$290K – – –
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11
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