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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
301
OneDigital Investment Advisors
Kansas
$287K +$1.05K +11 +0.4%
PTC
302
Private Trust Company
Ohio
$287K -$1.52K -16 -0.5%
GT
303
Glenmede Trust
Pennsylvania
$286K – – –
SFG
304
Sage Financial Group
Pennsylvania
$285K +$19K +200 +7%
SCG
305
Sonata Capital Group
Washington
$285K – – –
SSW
306
Smith Shellnut Wilson
Mississippi
$284K – – –
WDG
307
Wealth Dimensions Group
Ohio
$282K – – –
MWAM
308
Manhattan West Asset Management
California
$272K -$15.2K -160 -5%
SC
309
Sierra Capital
Florida
$271K -$163K -1,714 -38%
CSP
310
Cary Street Partners
Virginia
$270K – – –
OAS
311
Optivise Advisory Services
Tennessee
$267K – – –
AC
312
Apella Capital
Connecticut
$266K +$666 +7 +0.2%
LFA
313
LGT Financial Advisors
Texas
$265K +$1.05K +11 +0.4%
HCM
314
HGI Capital Management
New York
$263K +$262K +2,751 New
CAM
315
Cozad Asset Management
Illinois
$261K -$50.9K -535 -16%
HFS
316
Hughes Financial Services
Virginia
$260K -$4.28K -45 -2%
CAM
317
CenterStar Asset Management
Illinois
$259K -$160K -1,686 -38%
BW
318
BIP Wealth
Georgia
$257K -$1.71K -18 -0.7%
AFG
319
ABLE Financial Group
Arizona
$252K -$53.6K -563 -18%
KPWG
320
KFA Private Wealth Group
Virginia
$249K +$248K +2,604 New
FPAS
321
Focus Partners Advisor Solutions
Missouri
$249K +$36.9K +388 +18%
IWM
322
Integris Wealth Management
California
$245K – – –
AWA
323
Arkadios Wealth Advisors
Georgia
$243K +$241K +2,538 New
IC
324
Inscription Capital
Texas
$243K +$257K +2,700 New
PTP
325
Platform Technology Partners
New York
$242K – – –
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13
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