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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
276
Edgestream Partners
New Jersey
$290K +$277K +3,159 New
PMG
277
ProVise Management Group
Florida
$288K – – –
SFS
278
Summit Financial Strategies
Ohio
$287K – – –
CFD
279
Creative Financial Designs
Indiana
$287K +$96.7K +1,102 +55%
AG
280
Appleton Group
Wisconsin
$287K +$274K +3,117 New
RPC
281
Rossmore Private Capital
Connecticut
$285K – – –
PFA
282
Pure Financial Advisors
California
$283K -$4.3K -49 -2%
KPWS
283
Kestra Private Wealth Services
Texas
$281K +$268K +3,057 New
JIP
284
Jaffetilchin Investment Partners
Florida
$280K -$251K -2,863 -48%
LIA
285
LBMC Investment Advisors
Tennessee
$277K – – –
WW
286
Westshore Wealth
California
$276K +$263K +3,000 New
PP
287
Paloma Partners
Connecticut
$276K +$264K +3,005 New
FUBT
288
First United Bank & Trust
Maryland
$271K -$11K -125 -4%
PO
289
Private Ocean
California
$271K -$8.86K -101 -3%
EIP
290
Ellis Investment Partners
Pennsylvania
$270K +$965 +11 +0.4%
BRWA
291
B. Riley Wealth Advisors
Florida
$269K -$36.3K -414 -12%
FAIM
292
Financial Advocates Investment Management
Washington
$267K +$254K +2,899 New
JWCA
293
J.W. Coons Advisors
Ohio
$262K – – –
CFFP
294
Center for Financial Planning
Michigan
$260K – – –
PWA
295
Physician Wealth Advisors
Utah
$260K +$439 +5 +0.2%
CIR
296
Clear Investment Research
Georgia
$257K -$4.3K -49 -2%
SFG
297
Summit Financial Group
West Virginia
$251K +$4.83K +55 +2%
LC
298
LCNB Corp
Ohio
$249K – – –
SCM
299
Shelton Capital Management
Colorado
$244K +$2.37K +27 +1%
BC
300
Burleson & Co
California
$239K -$34.7K -396 -13%
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