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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
PGFC
301
Peapack-Gladstone Financial Corp
New Jersey
$315K +$307K +3,091 New
AG
302
Appleton Group
Wisconsin
$314K -$3.77K -38 -1%
DADC
303
D.A. Davidson & Co
Montana
$313K -$14.7K -148 -5%
PFA
304
Pure Financial Advisors
California
$311K -$2.38K -24 -0.8%
LIA
305
LBMC Investment Advisors
Tennessee
$307K – – –
WW
306
Westshore Wealth
California
$306K – – –
MA
307
Montag & Associates
Georgia
$306K +$298K +3,000 New
BA
308
Bristlecone Advisors
Washington
$303K -$65.7K -662 -18%
PO
309
Private Ocean
California
$300K +$99 +1 +0%
BRWA
310
B. Riley Wealth Advisors
Florida
$300K +$1.89K +19 +0.7%
KPWS
311
Kestra Private Wealth Services
Texas
$298K -$13.7K -138 -5%
PWA
312
Physician Wealth Advisors
Utah
$292K +$496 +5 +0.2%
JWCA
313
J.W. Coons Advisors
Ohio
$290K – – –
CFFP
314
Center for Financial Planning
Michigan
$288K – – –
ARC
315
Advisor Resource Council
Texas
$282K +$274K +2,765 New
AIM
316
Acropolis Investment Management
Missouri
$280K -$80.2K -808 -23%
SFG
317
Summit Financial Group
West Virginia
$278K – – –
CIR
318
Clear Investment Research
Georgia
$277K -$7.25K -73 -3%
LC
319
LCNB Corp
Ohio
$276K – – –
GI
320
GAMCO Investors
Connecticut
$275K -$72.7K -732 -21%
FUBT
321
First United Bank & Trust
Maryland
$265K -$34.7K -350 -12%
BC
322
Burleson & Co
California
$265K – – –
MSFS
323
Main Street Financial Solutions
Pennsylvania
$264K +$257K +2,594 New
PCA
324
Personal Capital Advisors
California
$259K +$253K +2,544 New
LFF
325
Level Four Financial
Texas
$259K +$253K +2,545 New
11 12
13
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