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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
301
Viewpoint Capital Management
Washington
$350K – – –
AIM
302
Alhambra Investment Management
Florida
$341K +$4.14K +43 +1%
WA
303
Wealth Architects
California
$334K – – –
CAM
304
Cozad Asset Management
Illinois
$332K – – –
IWM
305
IHT Wealth Management
Illinois
$329K +$312K +3,241 New
CL
306
Choreo LLC
Illinois
$327K – – –
AFG
307
ABLE Financial Group
Arizona
$325K +$771 +8 +0.3%
PTP
308
Platform Technology Partners
New York
$322K – – –
PTC
309
Private Trust Company
Ohio
$320K +$222K +2,308 +276%
TWM
310
Tanglewood Wealth Management
Texas
$318K +$23.8K +247 +9%
PMG
311
ProVise Management Group
Florida
$315K – – –
MAM
312
Milestone Asset Management
Pennsylvania
$309K +$19K +197 +7%
LIA
313
LBMC Investment Advisors
Tennessee
$307K – – –
OIA
314
OneDigital Investment Advisors
Kansas
$305K +$7.71K +80 +3%
WDG
315
Wealth Dimensions Group
Ohio
$305K – – –
GT
316
Glenmede Trust
Pennsylvania
$304K – – –
GM
317
GeoWealth Management
Illinois
$304K +$271K +2,809 +1,561%
SCG
318
Sonata Capital Group
Washington
$303K – – –
GPA
319
Garrison Point Advisors
California
$301K +$14.8K +154 +5%
AC
320
Apella Capital
Connecticut
$297K +$2.02K +21 +0.7%
DADC
321
D.A. Davidson & Co
Montana
$291K +$10.7K +111 +4%
JWCA
322
J.W. Cole Advisors
Florida
$291K -$2.02K -21 -0.7%
MCA
323
Millennium Capital Advisors
Arkansas
$289K – – –
SFG
324
Sage Financial Group
Pennsylvania
$289K – – –
CSPIA
325
Cary Street Partners Investment Advisory
Virginia
$287K – – –
11 12
13
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