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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
251
Cullen/Frost Bankers
Texas
$436K – – –
LIM
252
Leavell Investment Management
Alabama
$431K – – –
OC
253
Oppenheimer & Co
New York
$425K -$167K -1,884 -29%
ACP
254
Aveo Capital Partners
Colorado
$417K +$27.1K +307 +7%
AGAM
255
Audent Global Asset Management
California
$413K +$6.63K +75 +2%
SFG
256
Summit Financial Group
West Virginia
$401K +$33.6K +380 +9%
EWA
257
Encompass Wealth Advisors
Oregon
$390K -$87.4K -988 -19%
GFS
258
GYL Financial Synergies
Connecticut
$390K – – –
MCM
259
Manchester Capital Management
Vermont
$385K – – –
APG
260
Abacus Planning Group
South Carolina
$384K – – –
CHC
261
City Holding Co
West Virginia
$376K – – –
TSS
262
Two Sigma Securities
New York
$371K +$365K +4,126 New
PAG
263
Paladin Advisory Group
Iowa
$371K -$41.8K -473 -10%
WGC
264
Watts Gwilliam & Co
Arizona
$370K +$376K +4,255 New
BFS
265
Bradley Foster & Sargent
Connecticut
$360K – – –
SC
266
Sepio Capital
Utah
$360K – – –
IAG
267
Investment Advisory Group
Massachusetts
$359K – – –
HFA
268
High Falls Advisors
New York
$356K +$265 +3 +0.1%
WCWM
269
Willow Creek Wealth Management
California
$354K +$348K +3,934 New
BCI
270
Brinker Capital Investments
Pennsylvania
$352K -$12.3K -139 -3%
OPS
271
Orion Portfolio Solutions
Nebraska
$352K -$12.3K -139 -3%
TPWA
272
TRUE Private Wealth Advisors
Oregon
$350K -$2.23M -25,197 -87%
CA
273
Clearstead Advisors
Ohio
$347K +$1.33K +15 +0.4%
SPIA
274
Steward Partners Investment Advisory
New York
$342K -$3.54K -40 -1%
CAM
275
Cozad Asset Management
Illinois
$339K – – –
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11
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