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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
E
301
ETFidea
New York
$465K – – –
CHC
302
City Holding Co
West Virginia
$465K – – –
APG
303
Abacus Planning Group
South Carolina
$463K – – –
EP
304
Edgestream Partners
New Jersey
$456K -$313K -2,961 -41%
SWM
305
Spire Wealth Management
Virginia
$439K -$339K -3,212 -44%
GW
306
GW & Wade
Massachusetts
$437K – – –
BFS
307
Bradley Foster & Sargent
Connecticut
$434K +$95.9K +909 +29%
EVM
308
Eaton Vance Management
Massachusetts
$432K – – –
LFAS
309
Level Four Advisory Services
Texas
$430K – – –
CG
310
Cynosure Group
Utah
$429K -$397K -3,765 -49%
CA
311
Clearstead Advisors
Ohio
$410K +$1.58K +15 +0.4%
BFS
312
Bard Financial Services
Connecticut
$406K – – –
PCM
313
Prelude Capital Management
New York
$405K +$395K +3,744 New
WAP
314
Wealthcare Advisory Partners
Pennsylvania
$404K -$2K -19 -0.5%
IA
315
IFG Advisors
Missouri
$399K +$1.48K +14 +0.4%
UAS
316
United Asset Strategies
New York
$393K -$364K -3,450 -49%
VCM
317
Viewpoint Capital Management
Washington
$391K – – –
IWN
318
Independent Wealth Network
Iowa
$390K +$133K +1,259 +54%
KWM
319
Kingsview Wealth Management
Oregon
$388K +$131K +1,243 +53%
CAM
320
Cozad Asset Management
Illinois
$382K +$28.6K +271 +8%
EBT
321
Enterprise Bank & Trust
Massachusetts
$381K – – –
SWP
322
Stratos Wealth Partners
Ohio
$380K -$2.8M -26,524 -88%
IB
323
Intrust Bank
Kansas
$373K – – –
SFS
324
Summit Financial Strategies
Ohio
$372K +$211 +2 +0.1%
CCM
325
Colorado Capital Management
Colorado
$362K – – –
11 12
13
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