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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
301
Sandy Spring Bank
Maryland
$92K – – –
CA
302
CapWealth Advisors
Tennessee
$83K – – –
FNYS
303
First New York Securities
New York
$76.6K +$78.7K +950 New
GI
304
Gradient Investments
Minnesota
$75K +$26.8K +324 +54%
HR
305
Howe & Rusling
New York
$63K +$24.8K +300 +63%
MWP
306
MYCIO Wealth Partners
Pennsylvania
$62K +$22.6K +273 +55%
JIC
307
Joel Isaacson & Co
New York
$61K – – –
APSP
308
Asset Planning Services (Pennsylvania)
Pennsylvania
$61K +$497 +6 +0.8%
JGIA
309
Jackson Grant Investment Advisers
Connecticut
$61K +$16K +193 +34%
IWMPD
310
Integrated Wealth Management (Palm Desert)
California
$59K +$52.8K +638 +672%
RWG
311
Regal Wealth Group
California
$58K -$580 -7 -1%
CGT
312
Capital Guardian Trust
California
$48K – – –
MA
313
MUFG Americas
New York
$47K – – –
AF
314
Allworth Financial
California
$44K -$26.2K -317 -37%
WTC
315
WhitTier Trust Company
Nevada
$42K – – –
WRM
316
Westport Resources Management
Connecticut
$40K – – –
NSIM
317
North Star Investment Management
Illinois
$36K +$15.6K +188 +73%
MA
318
MCF Advisors
Kentucky
$35K – – –
TIM
319
Tortoise Investment Management
New York
$35K – – –
EAMA
320
EFG Asset Management (Americas)
Florida
$35K +$35.6K +430 New
KF
321
Krilogy Financial
Missouri
$34K -$14.2K -171 -29%
RCA
322
Rowland Carmichael Advisors
Arizona
$31K -$109K -1,316 -78%
DSC
323
Duncker Streett & Co
Missouri
$29K – – –
M
324
MOTCO
Texas
$26K – – –
CCM
325
Cribstone Capital Management
Maine
$25K – – –
11 12
13
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