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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
301
North Star Investment Management
Illinois
$35K – – –
SBL
302
Sargent Bickham Lagudis
Colorado
$34K -$66.8K -856 -67%
MA
303
MCF Advisors
Kentucky
$34K – – –
FMA
304
FNY Managed Accounts
New York
$34K +$34.7K +445 New
TIM
305
Tortoise Investment Management
New York
$32K – – –
RCA
306
Rowland Carmichael Advisors
Arizona
$30K – – –
WB
307
Webster Bank
Connecticut
$30K – – –
AIM
308
Advantage Investment Management
Iowa
$29K -$96.8K -1,240 -77%
DSC
309
Duncker Streett & Co
Missouri
$29K +$78 +1 +0.3%
BBPWM
310
Blue Bell Private Wealth Management
Pennsylvania
$28K -$1.17K -15 -4%
IWM
311
IHT Wealth Management
Illinois
$28K +$5.54K +71 +66%
EWM
312
Evercore Wealth Management
New York
$27K -$144K -1,850 -84%
EDRH
313
Edmond de Rothschild Holding
Switzerland
$26K -$99.5K -1,275 -79%
SA
314
SpiderRock Advisors
Delaware
$26K – – –
CCM
315
Cribstone Capital Management
Maine
$25K – – –
FCB
316
First Command Bank
Texas
$25K – – –
FCFS
317
First Command Financial Services
Texas
$25K – – –
M
318
MOTCO
Texas
$25K – – –
HA
319
Harfst & Associates
Wyoming
$25K +$25.4K +325 New
WA
320
WFG Advisors
Texas
$20K -$13.8K -177 -41%
CFD
321
Creative Financial Designs
Indiana
$20K – – –
RWG
322
Regal Wealth Group
California
$19K – – –
ACM
323
AUA Capital Management
Pennsylvania
$16K – – –
WIM
324
Westside Investment Management
California
$15.9K +$15.8K +203 New
VFA
325
Virtus Fund Advisers
Connecticut
$15K -$2.42K -31 -14%
11 12
13
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