IYR icon

iShares US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
301
Bard Financial Services
Connecticut
$345K – – –
AWA
302
Arete Wealth Advisors
Illinois
$345K +$370K +3,714 New
Financial Engines Advisors
303
Financial Engines Advisors
California
$343K +$181K +1,816 +95%
IA
304
IFG Advisors
Missouri
$340K +$897 +9 +0.2%
WDG
305
Wealth Dimensions Group
Ohio
$336K -$79.1K -793 -18%
SFS
306
Summit Financial Strategies
Ohio
$333K +$18.2K +183 +5%
CA
307
CoreCap Advisors
Michigan
$328K -$460K -4,611 -56%
CAM
308
Cozad Asset Management
Illinois
$325K – – –
LFAS
309
Level Four Advisory Services
Texas
$324K -$44.9K -450 -11%
EBT
310
Enterprise Bank & Trust
Massachusetts
$324K – – –
VCM
311
Viewpoint Capital Management
Washington
$318K -$15K -150 -4%
IB
312
Intrust Bank
Kansas
$315K -$1.79K -18 -0.5%
CCM
313
Colorado Capital Management
Colorado
$309K – – –
BFAG
314
Blackston Financial Advisory Group
Florida
$305K +$29.1K +292 +10%
WA
315
Wealth Architects
California
$301K – – –
SCG
316
Sonata Capital Group
Washington
$298K – – –
PTP
317
Platform Technology Partners
New York
$291K – – –
GPWA
318
Great Point Wealth Advisors
Massachusetts
$290K -$1.79K -18 -0.6%
PMG
319
ProVise Management Group
Florida
$288K – – –
RPC
320
Rossmore Private Capital
Connecticut
$286K – – –
WEPOG
321
Wealth Enhancement & Preservation of GA
Georgia
$285K -$179K -1,794 -36%
SAS
322
Sanford Advisory Services
Michigan
$285K – – –
PGFC
323
Peapack-Gladstone Financial Corp
New Jersey
$284K – – –
PWM
324
Perigon Wealth Management
California
$282K +$44.3K +444 +17%
DADC
325
D.A. Davidson & Co
Montana
$277K -$12.3K -123 -4%