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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
APG
276
Abacus Planning Group
South Carolina
$391K – – –
CHC
277
City Holding Co
West Virginia
$383K – – –
SFG
278
Summit Financial Group
West Virginia
$373K +$334K +4,085 New
BCI
279
Brinker Capital Investments
Pennsylvania
$369K -$26K -317 -7%
OPS
280
Orion Portfolio Solutions
Nebraska
$369K -$26K -317 -7%
BFS
281
Bradley Foster & Sargent
Connecticut
$366K – – –
SC
282
Sepio Capital
Utah
$366K -$164K -2,000 -33%
CA
283
Clearstead Advisors
Ohio
$365K +$6.47K +79 +2%
IAG
284
Investment Advisory Group
Massachusetts
$365K +$9.17K +112 +3%
GS
285
GTS Securities
Florida
$364K -$5.29M -64,656 -94%
HFA
286
High Falls Advisors
New York
$362K -$38.6K -472 -11%
CCFM
287
Clear Creek Financial Management
Washington
$355K -$1.31K -16 -0.4%
SPIA
288
Steward Partners Investment Advisory
New York
$351K +$169K +2,063 +116%
OWA
289
One Wealth Advisors
California
$348K +$312K +3,810 New
AFG
290
ABLE Financial Group
Arizona
$348K +$312K +3,807 New
DWM
291
Dakota Wealth Management
Florida
$347K +$311K +3,795 New
CAM
292
Cozad Asset Management
Illinois
$344K – – –
EIP
293
Ellis Investment Partners
Pennsylvania
$344K -$19.8K -242 -6%
FWM
294
Fairhaven Wealth Management
Illinois
$342K -$12.3K -150 -4%
IB
295
Intrust Bank
Kansas
$334K +$11.2K +137 +4%
TWP
296
Tower Wealth Partners
Pennsylvania
$333K +$27.3K +333 +10%
TC
297
Trilogy Capital
California
$333K +$298K +3,640 New
EBT
298
Enterprise Bank & Trust
Massachusetts
$322K – – –
WDG
299
Wealth Dimensions Group
Ohio
$320K +$2.21K +27 +0.8%
GI
300
GAMCO Investors
Connecticut
$320K -$14.8K -181 -5%
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