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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
SCG
276
Sonata Capital Group
Washington
$278K – – –
PCH
277
PGIM Custom Harvest
New Jersey
$275K +$267K +3,213 New
ATC
278
Argent Trust Co
Tennessee
$274K – – –
WA
279
Wealth Architects
California
$270K – – –
PMG
280
ProVise Management Group
Florida
$268K – – –
PFA
281
Pure Financial Advisors
California
$267K -$13.7K -164 -5%
SFS
282
Summit Financial Strategies
Ohio
$267K +$2.83K +34 +1%
RPC
283
Rossmore Private Capital
Connecticut
$266K – – –
FUBT
284
First United Bank & Trust
Maryland
$263K -$17.5K -210 -6%
PO
285
Private Ocean
California
$261K +$333 +4 +0.1%
LIA
286
LBMC Investment Advisors
Tennessee
$258K – – –
BC
287
Burleson & Co
California
$257K – – –
TWP
288
Tower Wealth Partners
Pennsylvania
$257K +$250K +3,003 New
EIP
289
Ellis Investment Partners
Pennsylvania
$250K -$139K -1,673 -36%
PWA
290
Physician Wealth Advisors
Utah
$244K -$16.1K -193 -7%
CIR
291
Clear Investment Research
Georgia
$244K -$14K -168 -6%
JWCA
292
J.W. Coons Advisors
Ohio
$243K – – –
CFFP
293
Center for Financial Planning
Michigan
$242K – – –
BUB
294
BBVA USA Bancshares
Texas
$241K -$203K -2,434 -46%
BAM
295
Belpointe Asset Management
Nevada
$237K +$231K +2,770 New
PP
296
PDS Planning
Ohio
$233K – – –
SFG
297
Summit Financial Group
West Virginia
$229K – – –
LC
298
LCNB Corp
Ohio
$229K +$225K +2,707 New
PP
299
Patten & Patten
Tennessee
$228K – – –
SCM
300
Shelton Capital Management
Colorado
$225K -$13.6K -163 -6%
10 11
12
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