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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
276
Peak Asset Management
Colorado
$342K +$11K +133 +4%
SS
277
Simplicity Solutions
Minnesota
$340K -$292K -3,529 -47%
LC
278
Lourd Capital
California
$334K – – –
SCM
279
Southport Capital Management
Tennessee
$333K – – –
PA
280
Pinnacle Associates
New York
$331K -$8.27K -100 -3%
AC
281
Abbrea Capital
California
$330K – – –
TA
282
Tiedemann Advisors
New York
$323K – – –
FSC
283
Full Sail Capital
Oklahoma
$323K +$307K +3,710 New
BRWM
284
B. Riley Wealth Management
Tennessee
$320K +$304K +3,677 New
CA
285
Clearstead Advisors
Ohio
$309K +$2.07K +25 +0.7%
EBT
286
Enterprise Bank & Trust
Massachusetts
$307K +$291K +3,525 New
IB
287
Intrust Bank
Kansas
$306K +$291K +3,519 New
LIA
288
LBMC Investment Advisors
Tennessee
$295K – – –
WAG
289
Winthrop Advisory Group
Massachusetts
$293K +$1.9K +23 +0.7%
PAS
290
Partnervest Advisory Services
California
$293K +$278K +3,364 New
IWM
291
IHT Wealth Management
Illinois
$291K +$276K +3,342 New
RIA
292
Realta Investment Advisors
Delaware
$291K +$277K +3,351 New
AWM
293
AE Wealth Management
Kansas
$287K +$273K +3,298 New
CAM
294
Claret Asset Management
Quebec, Canada
$283K -$9.26K -112 -3%
SCG
295
Sonata Capital Group
Washington
$282K – – –
CIR
296
Clear Investment Research
Georgia
$281K -$1.16K -14 -0.4%
HFS
297
HL Financial Services
Kentucky
$279K – – –
RGNCM
298
R.G. Niederhoffer Capital Management
New York
$279K +$265K +3,200 New
RPC
299
Rossmore Private Capital
Connecticut
$278K – – –
CWA
300
Clarus Wealth Advisors
Arizona
$278K +$241K +2,914 +1,022%
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