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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
276
Investment Advisory Group
Massachusetts
$389K -$2.24K -24 -0.6%
BFS
277
Bradley Foster & Sargent
Connecticut
$380K – – –
TWP
278
Tower Wealth Partners
Pennsylvania
$379K +$17.5K +188 +5%
AFG
279
Atomi Financial Group
New York
$373K +$367K +3,933 New
WGC
280
Watts Gwilliam & Co
Arizona
$373K -$71.9K -771 -17%
OC
281
Oppenheimer & Co
New York
$370K +$93 +1 +0%
PWM
282
Perigon Wealth Management
California
$359K +$29.1K +312 +9%
CHC
283
City Holding Co
West Virginia
$359K -$37.3K -400 -10%
YWM
284
Yukon Wealth Management
Kansas
$353K +$560 +6 +0.2%
LWM
285
Liberty Wealth Management
California
$352K +$346K +3,709 New
PAG
286
Paladin Advisory Group
Iowa
$350K -$4.95K -53 -1%
SWM
287
Sentinel Wealth Management
Virginia
$347K +$342K +3,660 New
IB
288
Intrust Bank
Kansas
$347K – – –
AP
289
Aspect Partners
Virginia
$343K -$7.01M -75,182 -95%
CWM
290
Castle Wealth Management
Florida
$343K -$129K -1,382 -28%
IA
291
IFG Advisors
Missouri
$342K +$1.49K +16 +0.4%
DADC
292
D.A. Davidson & Co
Montana
$339K +$33.1K +355 +11%
JFG
293
Jefferies Financial Group
New York
$330K -$838K -8,977 -72%
LCG
294
Lakeshore Capital Group
Illinois
$323K +$11.2K +120 +4%
DCM
295
Delta Capital Management
New Jersey
$320K – – –
TWM
296
Tanglewood Wealth Management
Texas
$320K – – –
EBT
297
Enterprise Bank & Trust
Massachusetts
$317K -$16.3K -175 -5%
EH
298
Equitable Holdings
New York
$313K +$308K +3,304 New
GPA
299
Garrison Point Advisors
California
$312K +$15.8K +169 +5%
PA
300
Parallel Advisors
California
$312K +$14.5K +155 +5%
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