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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
TGAM
301
TBH Global Asset Management
Tennessee
$235K -$27.4K -361 -11%
TPWA
302
TRUE Private Wealth Advisors
Oregon
$233K – – –
JWCA
303
J.W. Coons Advisors
Ohio
$225K +$216K +2,850 New
WAM
304
Wealthspire Advisors (Maryland)
Maryland
$223K -$17.8K -235 -8%
WS
305
Wedbush Securities
California
$223K -$15.5K -205 -7%
GAM
306
Gemmer Asset Management
California
$220K +$47.4K +625 +29%
PP
307
PDS Planning
Ohio
$214K +$206K +2,715 New
SFG
308
Summit Financial Group
West Virginia
$210K +$202K +2,670 New
PP
309
Patten & Patten
Tennessee
$209K +$201K +2,657 New
ANTB
310
AMG National Trust Bank
Colorado
$202K +$195K +2,569 New
CWP
311
CFM Wealth Partners
Texas
$198K – – –
APA
312
American Portfolios Advisors
New York
$197K +$76 +1 +0%
CT
313
Caldwell Trust
Florida
$189K -$91K -1,200 -33%
SWM
314
Sugarloaf Wealth Management
Georgia
$189K -$123K -1,628 -40%
GRP
315
Global Retirement Partners
California
$186K -$8.49K -112 -5%
OIA
316
Optimum Investment Advisors
Illinois
$176K -$10.7K -141 -6%
CAM
317
CenterStar Asset Management
Illinois
$167K – – –
AA
318
AlphaMark Advisors
Kentucky
$166K -$7.58K -100 -5%
CB
319
Community Bank
New York
$148K +$143K +1,881 New
FDCDDQ
320
Federation des caisses Desjardins du Quebec
Quebec, Canada
$144K -$7.58K -100 -5%
EW
321
Element Wealth
Mississippi
$135K – – –
JCM
322
Jacobi Capital Management
Pennsylvania
$133K -$5.35M -70,544 -98%
CWM
323
Cranbrook Wealth Management
Michigan
$133K -$13.9K -184 -10%
KBFS
324
Kohmann Bosshard Financial Services
Ohio
$133K – – –
DI
325
Disciplined Investments
Oklahoma
$129K +$3.94K +52 +3%
11 12
13
14 15