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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
THL
301
Tillman Hartley LLC
Colorado
$300K – – –
PA
302
Parallel Advisors
California
$293K -$3.4K -35 -1%
PMG
303
ProVise Management Group
Florida
$293K – – –
AWA
304
Arkadios Wealth Advisors
Georgia
$292K +$300K +3,093 New
TFA
305
Tobias Financial Advisors
Florida
$289K +$296K +3,051 New
CL
306
Choreo LLC
Illinois
$282K +$22.4K +231 +8%
SCG
307
Sonata Capital Group
Washington
$281K – – –
JIC
308
Johnson Investment Counsel
Ohio
$277K +$285K +2,933 New
WDG
309
Wealth Dimensions Group
Ohio
$274K +$2.91K +30 +1%
QCM
310
Quantinno Capital Management
New York
$273K +$281K +2,890 New
RPGK
311
Retirement Planning Group (Kansas)
Kansas
$272K +$4.47K +46 +2%
SC
312
Sierra Capital
Florida
$268K – – –
GPA
313
Garrison Point Advisors
California
$267K +$486 +5 +0.2%
SSW
314
Smith Shellnut Wilson
Mississippi
$266K – – –
AFG
315
Atomi Financial Group
New York
$263K – – –
SO
316
Sierra Ocean
California
$262K +$32.5K +335 +14%
XT
317
XTX Topco
Cayman Islands
$262K +$269K +2,772 New
YWM
318
Yukon Wealth Management
Kansas
$259K – – –
CAM
319
Cozad Asset Management
Illinois
$258K – – –
MAM
320
Milestone Asset Management
Pennsylvania
$256K +$263K +2,708 New
BMC
321
Bear Mountain Capital
Washington
$256K -$26.3K -271 -10%
FPAS
322
Focus Partners Advisor Solutions
Missouri
$247K +$254K +2,612 New
BHBT
323
Burke & Herbert Bank & Trust
Virginia
$246K – – –
MWAM
324
Manhattan West Asset Management
California
$245K – – –
VCM
325
Viewpoint Capital Management
Washington
$244K – – –
11 12
13
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