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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
251
Clearstead Advisors
Ohio
$389K +$36.5K +426 +11%
PWP
252
Principle Wealth Partners
Connecticut
$386K -$137K -1,600 -27%
SC
253
Schoolcraft Capital
Colorado
$386K -$42.5K -495 -10%
SA
254
Sanctuary Advisors
Indiana
$385K +$397K +4,623 New
EWA
255
Encompass Wealth Advisors
Oregon
$377K -$3.69K -43 -1%
MCM
256
Manchester Capital Management
Vermont
$376K – – –
APG
257
Abacus Planning Group
South Carolina
$375K – – –
CHC
258
City Holding Co
West Virginia
$367K – – –
PAG
259
Paladin Advisory Group
Iowa
$365K – – –
SPIA
260
Steward Partners Investment Advisory
New York
$353K +$18.6K +217 +6%
BFS
261
Bradley Foster & Sargent
Connecticut
$352K – – –
SC
262
Sepio Capital
Utah
$351K – – –
IAG
263
Investment Advisory Group
Massachusetts
$351K – – –
WCWM
264
Willow Creek Wealth Management
California
$346K +$1.03K +12 +0.3%
OC
265
Oppenheimer & Co
New York
$343K -$70.1K -817 -17%
TWP
266
Tower Wealth Partners
Pennsylvania
$342K +$11.6K +135 +4%
FWM
267
Fairhaven Wealth Management
Illinois
$327K – – –
HFA
268
High Falls Advisors
New York
$321K -$25.9K -302 -8%
IB
269
Intrust Bank
Kansas
$321K – – –
EIP
270
Ellis Investment Partners
Pennsylvania
$319K +$1.46K +17 +0.5%
TPWA
271
TRUE Private Wealth Advisors
Oregon
$316K -$25.4K -296 -8%
IA
272
IFG Advisors
Missouri
$310K +$1.97K +23 +0.7%
EBT
273
Enterprise Bank & Trust
Massachusetts
$309K – – –
VCM
274
Viewpoint Capital Management
Washington
$304K – – –
CAM
275
CenterStar Asset Management
Illinois
$299K +$292K +3,403 New
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11
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