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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
276
Appleton Group
Wisconsin
$242K -$94.5K -1,170 -28%
CA
277
CapWealth Advisors
Tennessee
$242K – – –
LSA
278
Lion Street Advisors
Texas
$242K +$241K +2,984 New
LIA
279
LBMC Investment Advisors
Tennessee
$240K – – –
CIR
280
Clear Investment Research
Georgia
$240K +$1.86K +23 +0.8%
PWA
281
Physician Wealth Advisors
Utah
$235K +$888 +11 +0.4%
JWCA
282
J.W. Coons Advisors
Ohio
$228K – – –
CFFP
283
Center for Financial Planning
Michigan
$226K -$35K -433 -13%
SCM
284
Shelton Capital Management
Colorado
$223K -$340K -4,215 -60%
PWM
285
PBMares Wealth Management
Virginia
$219K -$22.7K -281 -9%
PP
286
PDS Planning
Ohio
$217K – – –
SFG
287
Summit Financial Group
West Virginia
$213K – – –
PP
288
Patten & Patten
Tennessee
$212K – – –
WAM
289
Wealthspire Advisors (Maryland)
Maryland
$208K -$17.4K -215 -8%
TNB
290
TCF National Bank
South Dakota
$202K +$204K +2,525 New
WI
291
Wintrust Investments
Illinois
$202K +$205K +2,532 New
OCM
292
One Capital Management
California
$201K +$203K +2,514 New
GRP
293
Global Retirement Partners
California
$175K -$12.8K -159 -7%
SWM
294
Sugarloaf Wealth Management
Georgia
$170K -$21.6K -267 -11%
AA
295
AlphaMark Advisors
Kentucky
$168K – – –
OIA
296
Optimum Investment Advisors
Illinois
$161K -$16.7K -207 -9%
APA
297
American Portfolios Advisors
New York
$160K -$39.7K -492 -20%
TPWA
298
TRUE Private Wealth Advisors
Oregon
$145K -$92.9K -1,150 -39%
FDCDDQ
299
Federation des caisses Desjardins du Quebec
Quebec, Canada
$145K -$1.45K -18 -1%
CFD
300
Creative Financial Designs
Indiana
$140K +$128K +1,590 +970%
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12
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