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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
251
Clal Insurance
Israel
$469K +$477K +5,000 New
TWP
252
Tower Wealth Partners
Pennsylvania
$462K +$60.5K +635 +15%
LIM
253
Leavell Investment Management
Alabama
$455K – – –
SFG
254
Sage Financial Group
Pennsylvania
$452K +$151K +1,588 +49%
DT
255
DV Trading
Illinois
$449K +$452K +4,740 New
ASN
256
Advisory Services Network
Georgia
$449K -$79.9K -838 -15%
IWC
257
Integrated Wealth Concepts
Massachusetts
$448K -$129K -1,349 -22%
NS
258
NBC Securities
Alabama
$446K -$6.96K -73 -2%
PWM
259
Partners Wealth Management
California
$442K – – –
AAS
260
Ameritas Advisory Services
Nebraska
$439K -$23.4K -246 -5%
EIP
261
Ellis Investment Partners
Pennsylvania
$438K -$15.4K -162 -3%
SC
262
Schoolcraft Capital
Colorado
$431K -$6.39K -67 -1%
P
263
&Partners
Tennessee
$428K -$58.3K -612 -12%
YIH
264
Y-Intercept (HK)
Hong Kong
$427K -$18.1K -190 -4%
LWL
265
Leo Wealth LLC
Texas
$427K +$433K +4,548 New
MYIA
266
Mount Yale Investment Advisors
Colorado
$419K +$286 +3 +0.1%
VAS
267
Vestmark Advisory Solutions
Massachusetts
$419K +$286 +3 +0.1%
WANY
268
Wealthspire Advisors (New York)
New York
$416K -$422K -4,429 -50%
LWM
269
Liberty Wealth Management
California
$412K +$44.7K +469 +12%
CAM
270
Cresset Asset Management
Illinois
$409K – – –
AGAM
271
Audent Global Asset Management
California
$406K -$7.15K -75 -2%
MCM
272
Manchester Capital Management
Vermont
$402K – – –
PP
273
Patten & Patten
Tennessee
$399K -$2.38K -25 -0.6%
HIA
274
Harbor Investment Advisory
Maryland
$396K +$402K +4,216 New
WA
275
Wealth Alliance
New York
$395K +$400K +4,202 New
9 10
11
12 13