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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
301
Wintrust Investments
Illinois
$233K +$223K +2,538 New
PP
302
Patten & Patten
Tennessee
$232K -$11.8K -135 -5%
TNB
303
TCF National Bank
South Dakota
$232K – – –
NB
304
Northwest Bancshares
Pennsylvania
$231K -$68.8K -784 -24%
XS
305
XR Securities
Illinois
$228K +$218K +2,481 New
BFPW
306
BOK Financial Private Wealth
Colorado
$220K -$264K -3,003 -56%
FHC
307
First Heartland Consultants
Missouri
$220K – – –
PA
308
Parallel Advisors
California
$218K +$71.4K +814 +52%
DAS
309
Dynamic Advisor Solutions
Arizona
$216K – – –
SPIA
310
Steward Partners Investment Advisory
New York
$216K -$1.39M -15,852 -87%
GRP
311
Global Retirement Partners
California
$214K +$176 +2 +0.1%
NAM
312
NorthCoast Asset Management
Connecticut
$212K -$6.32K -72 -3%
MAS
313
Managed Account Services
Florida
$212K +$202K +2,303 New
LFAS
314
Level Four Advisory Services
Texas
$211K -$96.3K -1,098 -32%
PWM
315
PBMares Wealth Management
Virginia
$210K -$22.5K -256 -10%
RJT
316
Raymond James Trust
Florida
$209K +$200K +2,276 New
ANTB
317
AMG National Trust Bank
Colorado
$208K +$199K +2,265 New
JIC
318
Joel Isaacson & Co
New York
$206K +$197K +2,245 New
BA
319
Bellwether Advisors
Nebraska
$204K +$1.32K +15 +0.7%
WS
320
Wedbush Securities
California
$202K -$16.1K -184 -8%
KWM
321
Kingsview Wealth Management
Oregon
$201K +$189K +2,150 New
APA
322
American Portfolios Advisors
New York
$186K +$6.14K +70 +4%
USGIU
323
U.S. Global Investors (USGI)
Texas
$184K +$176K +2,000 New
FI
324
FormulaFolio Investments
Michigan
$183K -$522K -5,944 -76%
BAM
325
Belpointe Asset Management
Nevada
$163K -$87.3K -995 -36%
11 12
13
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