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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
ODIJL
326
One Day In July LLC
Vermont
$236K +$243K +2,778 New
SPIA
327
Steward Partners Investment Advisory
New York
$233K +$5.42K +62 +2%
GPWA
328
Great Point Wealth Advisors
Massachusetts
$231K +$4.64K +53 +2%
CL
329
Choreo LLC
Illinois
$230K +$237K +2,704 New
IC
330
Inscription Capital
Texas
$229K – – –
PWA
331
Physician Wealth Advisors
Utah
$228K +$525 +6 +0.2%
TAIM
332
TD Ameritrade Investment Management
Nebraska
$226K -$124K -1,413 -35%
SFS
333
Summit Financial Strategies
Ohio
$220K – – –
PFA
334
Pure Financial Advisors
California
$217K +$262 +3 +0.1%
IWM
335
IHT Wealth Management
Illinois
$216K -$4.37K -50 -2%
FAIM
336
Financial Advocates Investment Management
Washington
$212K -$1.73M -19,795 -89%
SFG
337
Summit Financial Group
West Virginia
$212K -$15.3K -175 -7%
RBC
338
Romano Brothers & Co
Illinois
$212K -$4.37K -50 -2%
NCM
339
NCM Capital Management
New Jersey
$208K – – –
BPA
340
Beacon Pointe Advisors
California
$208K -$184K -2,098 -46%
AAS
341
Ameritas Advisory Services
Nebraska
$204K +$211K +2,415 New
PWM
342
Perigon Wealth Management
California
$204K – – –
TMWM
343
Taylor & Morgan Wealth Management
Michigan
$203K +$1.14K +13 +0.5%
DAS
344
Dynamic Advisor Solutions
Arizona
$202K +$208K +2,382 New
SG
345
StoneX Group
New York
$202K -$91.6K -1,047 -31%
CFFP
346
Center for Financial Planning
Michigan
$194K – – –
CIR
347
Clear Investment Research
Georgia
$191K -$5.69K -65 -3%
PA
348
Parallel Advisors
California
$189K -$24.9K -285 -11%
RA
349
Rise Advisors
New York
$186K -$2.1K -24 -1%
SWM
350
Spire Wealth Management
Virginia
$185K +$5.07K +58 +3%
12 13
14
15 16