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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
326
Wealth Architects
California
$354K +$55.4K +525 +19%
TWP
327
Tower Wealth Partners
Pennsylvania
$352K -$1.79K -17 -0.5%
SCG
328
Sonata Capital Group
Washington
$351K – – –
GTCM
329
Gyon Technologies Capital Management
New Jersey
$348K +$340K +3,217 New
VWM
330
Valley Wealth Managers
New Jersey
$345K -$4.86K -46 -1%
GPWA
331
Great Point Wealth Advisors
Massachusetts
$343K -$64.9K -615 -16%
PTP
332
Platform Technology Partners
New York
$342K – – –
PMG
333
ProVise Management Group
Florida
$339K – – –
DADC
334
D.A. Davidson & Co
Montana
$339K +$29.1K +276 +10%
RPC
335
Rossmore Private Capital
Connecticut
$336K – – –
SAS
336
Sanford Advisory Services
Michigan
$336K – – –
PGFC
337
Peapack-Gladstone Financial Corp
New Jersey
$335K – – –
LIA
338
LBMC Investment Advisors
Tennessee
$326K – – –
CT
339
Chicago Trust
Illinois
$325K -$844 -8 -0.3%
CG
340
Colony Group
Massachusetts
$323K -$1.58K -15 -0.5%
PFPT
341
Pinnacle Financial Partners (Tennessee)
Tennessee
$318K -$15.4K -146 -5%
ATC
342
Argent Trust Co
Tennessee
$316K -$19.7K -187 -6%
BA
343
Bristlecone Advisors
Washington
$314K -$1.05K -10 -0.3%
BWM
344
BerganKDV Wealth Management
Minnesota
$313K +$306K +2,896 New
RIA
345
Realta Investment Advisors
Delaware
$311K -$10.6K -100 -3%
MCA
346
Millennium Capital Advisors
Arkansas
$310K – – –
OPWM
347
Oxinas Partners Wealth Management
Indiana
$309K +$22.7K +215 +8%
JWCA
348
J.W. Coons Advisors
Ohio
$308K – – –
PFA
349
Pure Financial Advisors
California
$307K -$5.38K -51 -2%
CFFP
350
Center for Financial Planning
Michigan
$306K – – –
12 13
14
15 16