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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
326
AlphaMark Advisors
Kentucky
$138K -$41.6K -500 -24%
EWA
327
EP Wealth Advisors
California
$136K +$132K +1,589 New
PA
328
Parallel Advisors
California
$133K – – –
DI
329
Disciplined Investments
Oklahoma
$132K -$4.25K -51 -3%
MMG
330
Monetary Management Group
Missouri
$128K – – –
TFO
331
Tarbox Family Office
California
$128K – – –
GT
332
Glenmede Trust
Pennsylvania
$127K – – –
FDCDDQ
333
Federation des caisses Desjardins du Quebec
Quebec, Canada
$120K -$34.5K -415 -23%
EW
334
Element Wealth
Mississippi
$102K -$43.7K -525 -31%
CFGS
335
Concourse Financial Group Securities
Alabama
$101K -$15.9K -191 -14%
MCC
336
Money Concepts Capital
Florida
$90K +$87.2K +1,047 New
AF
337
Advisornet Financial
Minnesota
$88K -$634K -7,618 -88%
FMII
338
Farmers & Merchants Investments Inc
Nebraska
$86K +$83.3K +1,000 New
CT
339
Caldwell Trust
Florida
$81.4K – – –
CAL
340
Capital Analysts LLC
Pennsylvania
$75K – – –
AIA
341
Armor Investment Advisors
North Carolina
$74K – – –
AWM
342
Avior Wealth Management
Nebraska
$69K – – –
WAS
343
Winch Advisory Services
Wisconsin
$66K – – –
CAGAS
344
Capital Advisory Group Advisory Services
Minnesota
$65K -$846K -10,165 -93%
HWM
345
HighMark Wealth Management
Minnesota
$62K – – –
TI
346
tru Independence
Oregon
$61.2K +$43.1M +517,626 +31,428%
NG
347
NWK Group
California
$59K -$14.9K -179 -21%
GCM
348
Gables Capital Management
Florida
$57K – – –
EI
349
Ellevest Inc
New York
$56K – – –
SW
350
SVB Wealth
Massachusetts
$50K +$19.5K +234 +66%
12 13
14
15 16