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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
301
Winch Advisory Services
Wisconsin
$65K – – –
GT
302
Glenmede Trust
Pennsylvania
$62K – – –
NCM
303
New Capital Management
Texas
$59K -$9.03K -119 -13%
AIM
304
Anchor Investment Management
South Carolina
$53.8K – – –
PK
305
Pflug Koory
Nebraska
$52K – – –
OIA
306
OneDigital Investment Advisors
Kansas
$50K +$50.2K +661 New
EA
307
Edge Advisors
Georgia
$47K – – –
KF
308
Krilogy Financial
Missouri
$46K +$5.01K +66 +12%
SSB
309
Sandy Spring Bank
Maryland
$45K – – –
MA
310
MUFG Americas
New York
$44K – – –
PA
311
Parallel Advisors
California
$38K – – –
WTC
312
WhitTier Trust Company
Nevada
$38K – – –
SWP
313
Strategic Wealth Partners
Ohio
$36K -$161K -2,119 -82%
SBL
314
Sargent Bickham Lagudis
Colorado
$32K – – –
BWA
315
BDO Wealth Advisors
Florida
$32K +$32.6K +430 New
TIM
316
Tortoise Investment Management
New York
$31K – – –
AP
317
Arlington Partners
Alabama
$30K +$30.4K +400 New
FWM
318
Focused Wealth Management
New York
$29K -$22.7K -299 -44%
MA
319
MCF Advisors
Kentucky
$29K -$3.41K -45 -10%
RCA
320
Rowland Carmichael Advisors
Arizona
$29K – – –
VCM
321
Virtue Capital Management
Tennessee
$28K – – –
SC
322
Sawyer & Company
Massachusetts
$25K – – –
CCM
323
Cribstone Capital Management
Maine
$24K – – –
M
324
MOTCO
Texas
$24K – – –
ADL
325
Asset Dedication LLC
California
$22K -$121K -1,599 -85%
11 12
13
14 15