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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
301
Element Wealth
Mississippi
$137K – – –
CWM
302
Cranbrook Wealth Management
Michigan
$135K – – –
TI
303
tru Independence
Oregon
$131K +$133K +1,647 New
DI
304
Disciplined Investments
Oklahoma
$127K -$4.2K -52 -3%
PA
305
Parallel Advisors
California
$124K -$2.02K -25 -2%
MMG
306
Monetary Management Group
Missouri
$120K – – –
TFO
307
Tarbox Family Office
California
$120K – – –
GT
308
Glenmede Trust
Pennsylvania
$118K – – –
CB
309
Community Bank
New York
$117K -$33.4K -414 -22%
CFGS
310
Concourse Financial Group Securities
Alabama
$110K – – –
PVH
311
Psagot Value Holdings
Israel
$105K +$44.8K +555 +73%
GAM
312
Gemmer Asset Management
California
$101K -$123K -1,524 -55%
CT
313
Caldwell Trust
Florida
$75.8K -$117K -1,451 -60%
CAL
314
Capital Analysts LLC
Pennsylvania
$70K – – –
AIA
315
Armor Investment Advisors
North Carolina
$69K – – –
NG
316
NWK Group
California
$69K – – –
ETI
317
Enterprise Trust & Investment
California
$69K +$69.5K +860 New
PCM
318
Prelude Capital Management
New York
$68K -$162 -2 -0.2%
PFWA
319
Paces Ferry Wealth Advisors
Georgia
$67K +$67.9K +841 New
CA
320
Crewe Advisors
Utah
$65K +$65.8K +815 New
AWM
321
Avior Wealth Management
Nebraska
$64K – – –
WAS
322
Winch Advisory Services
Wisconsin
$61K -$1.21K -15 -2%
HWM
323
HighMark Wealth Management
Minnesota
$58K – – –
EP
324
Eudaimonia Partners
Tennessee
$54K – – –
GCM
325
Gables Capital Management
Florida
$53K – – –
11 12
13
14 15