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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
SCG
301
Sonata Capital Group
Washington
$257K – – –
PGFC
302
Peapack-Gladstone Financial Corp
New Jersey
$256K -$11.3K -135 -4%
GPWA
303
Great Point Wealth Advisors
Massachusetts
$249K +$12.6K +150 +6%
JWCA
304
J.W. Coons Advisors
Ohio
$247K – – –
MCA
305
Millennium Capital Advisors
Arkansas
$246K – – –
OWA
306
Outlook Wealth Advisors
Texas
$242K +$235K +2,800 New
BW
307
BIP Wealth
Georgia
$235K -$180K -2,140 -44%
CL
308
Choreo LLC
Illinois
$234K – – –
PWA
309
Physician Wealth Advisors
Utah
$234K +$672 +8 +0.3%
RIA
310
Realta Investment Advisors
Delaware
$234K -$16K -190 -7%
IC
311
Inscription Capital
Texas
$234K – – –
CG
312
Colony Group
Massachusetts
$233K -$6.89K -82 -3%
YIH
313
Y-Intercept (HK)
Hong Kong
$232K +$226K +2,685 New
AFS
314
Aft Forsyth & Sober
Florida
$229K +$223K +2,650 New
GPA
315
Garrison Point Advisors
California
$227K -$34.4K -410 -13%
SFS
316
Summit Financial Strategies
Ohio
$224K – – –
BTI
317
Blue Trust Inc
Georgia
$224K -$13.8K -164 -6%
ATC
318
Argent Trust Co
Tennessee
$222K -$33.3K -396 -13%
PFA
319
Pure Financial Advisors
California
$219K -$1.6K -19 -0.7%
SFG
320
Summit Financial Group
West Virginia
$216K – – –
ODIJL
321
One Day In July LLC
Vermont
$214K -$25.2K -300 -11%
NW
322
Naviter Wealth
Arkansas
$214K -$451K -5,375 -68%
FA
323
Fiduciary Alliance
South Carolina
$214K -$28.4K -338 -12%
SG
324
StoneX Group
New York
$213K +$6.8K +81 +3%
NCM
325
NCM Capital Management
New Jersey
$212K – – –
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13
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