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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
UAS
301
United Asset Strategies
New York
$397K +$420K +4,261 New
FWM
302
Fairhaven Wealth Management
Illinois
$394K – – –
WGC
303
Watts Gwilliam & Co
Arizona
$390K +$29.6K +300 +8%
CHC
304
City Holding Co
West Virginia
$390K – – –
PAG
305
Paladin Advisory Group
Iowa
$379K -$12.3K -125 -3%
HT
306
Headlands Technologies
Illinois
$377K +$399K +4,049 New
BFS
307
Bradley Foster & Sargent
Connecticut
$373K -$12.3K -125 -3%
AIM
308
Alhambra Investment Management
Florida
$371K +$63.1K +640 +19%
IAG
309
Investment Advisory Group
Massachusetts
$371K – – –
OC
310
Oppenheimer & Co
New York
$361K +$20.4K +207 +6%
CFP
311
Cypress Financial Planning
New Jersey
$361K +$382K +3,874 New
EFG
312
Ehrlich Financial Group
California
$358K +$379K +3,844 New
TI
313
Tidal Investments
Wisconsin
$354K +$375K +3,800 New
TWP
314
Tower Wealth Partners
Pennsylvania
$349K -$17.3K -176 -4%
IB
315
Intrust Bank
Kansas
$340K – – –
IAA
316
Independent Advisor Alliance
North Carolina
$337K +$357K +3,621 New
TPWA
317
TRUE Private Wealth Advisors
Oregon
$337K +$2.07K +21 +0.6%
IA
318
IFG Advisors
Missouri
$333K +$2.66K +27 +0.8%
SA
319
Sanctuary Advisors
Indiana
$330K -$46.4K -471 -12%
EBT
320
Enterprise Bank & Trust
Massachusetts
$328K – – –
CAM
321
Clark Asset Management
New Hampshire
$327K +$346K +3,515 New
VCM
322
Viewpoint Capital Management
Washington
$322K – – –
DCM
323
Delta Capital Management
New Jersey
$315K +$333K +3,380 New
TWM
324
Tanglewood Wealth Management
Texas
$314K +$24.5K +249 +8%
WA
325
Wealth Architects
California
$305K – – –
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