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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
SCG
326
Sonata Capital Group
Washington
$273K – – –
DADC
327
D.A. Davidson & Co
Montana
$271K +$22.4K +267 +9%
PTP
328
Platform Technology Partners
New York
$266K – – –
PMG
329
ProVise Management Group
Florida
$264K – – –
RPC
330
Rossmore Private Capital
Connecticut
$261K – – –
PGFC
331
Peapack-Gladstone Financial Corp
New Jersey
$260K – – –
BWM
332
BerganKDV Wealth Management
Minnesota
$258K +$32.5K +387 +14%
GRP
333
Global Retirement Partners
California
$254K +$504 +6 +0.2%
ATC
334
Argent Trust Co
Tennessee
$250K +$3.86K +46 +2%
LFAS
335
Level Four Advisory Services
Texas
$246K -$29.4K -350 -11%
MCA
336
Millennium Capital Advisors
Arkansas
$241K – – –
FA
337
Fiduciary Alliance
South Carolina
$241K +$240K +2,860 New
PWA
338
Physician Wealth Advisors
Utah
$240K -$9.57K -114 -4%
JWCA
339
J.W. Coons Advisors
Ohio
$240K – – –
SW
340
SVB Wealth
Massachusetts
$236K +$235K +2,800 New
GPA
341
Garrison Point Advisors
California
$235K +$12K +143 +5%
AF
342
Alerus Financial
North Dakota
$231K -$5.37M -63,943 -96%
BAM
343
Belpointe Asset Management
Nevada
$228K +$22.9K +273 +11%
IC
344
Inscription Capital
Texas
$227K -$219K -2,610 -49%
SPIA
345
Steward Partners Investment Advisory
New York
$225K – – –
SFG
346
Summit Financial Group
West Virginia
$225K – – –
GPWA
347
Great Point Wealth Advisors
Massachusetts
$225K -$40.3K -480 -15%
MA
348
Momentum Advisors
New York
$220K +$219K +2,608 New
BC
349
Burleson & Co
California
$219K – – –
IWM
350
IHT Wealth Management
Illinois
$219K – – –
12 13
14
15 16