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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
326
Cozad Asset Management
Illinois
$303K – – –
CL
327
Choreo LLC
Illinois
$298K -$2.96K -30 -0.9%
AFG
328
ABLE Financial Group
Arizona
$297K – – –
DADC
329
D.A. Davidson & Co
Montana
$293K +$28.3K +287 +10%
PA
330
Parallel Advisors
California
$291K +$179K +1,820 +139%
SW
331
SlateStone Wealth
Florida
$290K +$102K +1,038 +50%
PFC
332
Phocas Financial Corp
California
$288K +$306K +3,100 New
PMG
333
ProVise Management Group
Florida
$288K – – –
LSAG
334
Lake Street Advisors Group
New Hampshire
$283K -$81.9K -831 -21%
PTC
335
Private Trust Company
Ohio
$280K -$13.3K -135 -4%
MWAM
336
Manhattan West Asset Management
California
$279K +$59.6K +605 +25%
GT
337
Glenmede Trust
Pennsylvania
$278K – – –
OIA
338
OneDigital Investment Advisors
Kansas
$278K -$394 -4 -0.1%
SCG
339
Sonata Capital Group
Washington
$277K – – –
GPA
340
Garrison Point Advisors
California
$276K +$986 +10 +0.3%
AC
341
Apella Capital
Connecticut
$276K +$2.46K +25 +0.9%
SSW
342
Smith Shellnut Wilson
Mississippi
$276K +$292K +2,963 New
WDG
343
Wealth Dimensions Group
Ohio
$274K -$4.83K -49 -2%
JWCA
344
J.W. Cole Advisors
Florida
$265K – – –
CSP
345
Cary Street Partners
Virginia
$262K +$278K +2,816 New
BJL
346
Brighton Jones LLC
Washington
$262K +$45.9K +466 +20%
OAS
347
Optivise Advisory Services
Tennessee
$260K – – –
SFG
348
Sage Financial Group
Pennsylvania
$259K -$6.11K -62 -2%
LFA
349
LGT Financial Advisors
Texas
$257K +$2.27K +23 +0.8%
HFS
350
Hughes Financial Services
Virginia
$257K +$272K +2,759 New
12 13
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