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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
326
Steward Partners Investment Advisory
New York
$139K -$1.79K -21 -1%
MMG
327
Monetary Management Group
Missouri
$127K – – –
PP
328
Pacifica Partners
Canada
$120K – – –
AIM
329
Acropolis Investment Management
Missouri
$120K -$11.5K -135 -8%
GT
330
Glenmede Trust
Pennsylvania
$116K – – –
PO
331
Private Ocean
California
$111K -$6.9K -81 -5%
CWM
332
Cranbrook Wealth Management
Michigan
$111K – – –
NA
333
NewEdge Advisors
Louisiana
$110K +$93.8K +1,100 +350%
BFPW
334
BOK Financial Private Wealth
Colorado
$108K – – –
PVH
335
Psagot Value Holdings
Israel
$107K -$30.2K -354 -20%
CTA
336
Colonial Trust Advisors
South Carolina
$105K – – –
MIM
337
Macroview Investment Management
Maryland
$105K -$767 -9 -0.7%
HGERS
338
Householder Group Estate & Retirement Specialist
Arizona
$104K +$113K +1,330 New
PTC
339
Private Trust Company
Ohio
$104K – – –
RA
340
Rise Advisors
New York
$97.1K -$81.7K -959 -44%
BC
341
Barrett & Company
Rhode Island
$95.8K – – –
OIA
342
Optimum Investment Advisors
Illinois
$94.7K -$8.69K -102 -8%
PA
343
Parallel Advisors
California
$94K -$39.4K -462 -28%
BTI
344
Blue Trust Inc
Georgia
$93K -$133K -1,557 -59%
EW
345
Element Wealth
Mississippi
$92.8K – – –
FPFS
346
First Personal Financial Services
North Carolina
$79.8K – – –
MIFH
347
Migdal Insurance & Financial Holdings
Israel
$76K – – –
TSW
348
Thompson Siegel & Walmsley
Virginia
$62K +$52.2K +613 +342%
DWA
349
Delos Wealth Advisors
Texas
$59.7K – – –
BWP
350
Baldwin Wealth Partners
Massachusetts
$58.7K – – –
12 13
14
15 16