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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
326
LBMC Investment Advisors
Tennessee
$277K – – –
CT
327
Chicago Trust
Illinois
$276K – – –
CG
328
Colony Group
Massachusetts
$275K – – –
GRP
329
Global Retirement Partners
California
$275K +$199 +2 +0.1%
PWA
330
Physician Wealth Advisors
Utah
$275K +$399 +4 +0.1%
PFPT
331
Pinnacle Financial Partners (Tennessee)
Tennessee
$271K +$399 +4 +0.1%
WAP
332
Wealthcare Advisory Partners
Pennsylvania
$270K -$79.3K -795 -21%
SWP
333
Stratos Wealth Partners
Ohio
$270K -$58.1K -583 -17%
RIA
334
Realta Investment Advisors
Delaware
$269K – – –
ATC
335
Argent Trust Co
Tennessee
$268K – – –
TWP
336
Tower Wealth Partners
Pennsylvania
$267K -$35.5K -356 -11%
PA
337
Parallel Advisors
California
$266K +$81.8K +820 +40%
MCA
338
Millennium Capital Advisors
Arkansas
$264K – – –
JWCA
339
J.W. Coons Advisors
Ohio
$262K – – –
BWM
340
BerganKDV Wealth Management
Minnesota
$261K -$5.68K -57 -2%
OPWM
341
Oxinas Partners Wealth Management
Indiana
$261K -$2.29K -23 -0.8%
CFFP
342
Center for Financial Planning
Michigan
$260K – – –
PFA
343
Pure Financial Advisors
California
$259K -$2.19K -22 -0.8%
SWM
344
Spire Wealth Management
Virginia
$258K -$125K -1,253 -31%
BCM
345
Bayesian Capital Management
New York
$258K +$279K +2,800 New
ARC
346
Advisor Resource Council
Texas
$254K +$276K +2,765 New
SFG
347
Summit Financial Group
West Virginia
$251K – – –
LC
348
LCNB Corp
Ohio
$249K – – –
GPA
349
Garrison Point Advisors
California
$240K +$19.3K +194 +8%
BC
350
Burleson & Co
California
$239K – – –
12 13
14
15 16