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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
351
Capital Analysts LLC
Pennsylvania
$67K – – –
FTI
352
Fiduciary Trust International
Massachusetts
$64K +$67.2K +855 New
WAS
353
Winch Advisory Services
Wisconsin
$63K -$1.73K -22 -3%
APSP
354
Asset Planning Services (Pennsylvania)
Pennsylvania
$63K +$393 +5 +0.6%
NCM
355
New Capital Management
Texas
$60K +$1.65K +21 +3%
SSB
356
Sandy Spring Bank
Maryland
$55K – – –
GAM
357
Gemmer Asset Management
California
$55K +$1.73K +22 +3%
MA
358
MUFG Americas
New York
$54K -$60K -764 -51%
PK
359
Pflug Koory
Nebraska
$52K – – –
ACM
360
Adelante Capital Management
California
$51K +$32.4K +412 +152%
EI
361
Ellevest Inc
New York
$49K +$51.4K +654 New
SWA
362
Sutton Wealth Advisors
Florida
$48.3K +$50.6K +644 New
CAC
363
Certified Advisory Corp
Florida
$44K +$314 +4 +0.7%
TNBTD
364
Trustmark National Bank Trust Department
Mississippi
$41K – – –
RWA
365
River Wealth Advisors
Pennsylvania
$39K – – –
LFG
366
LifePlan Financial Group
Ohio
$39K +$34.2K +435 +500%
LFG
367
Larson Financial Group
Missouri
$38K +$39.6K +504 New
PA
368
Parallel Advisors
California
$37K – – –
WTC
369
WhitTier Trust Company
Nevada
$37K – – –
SFSG
370
Stearns Financial Services Group
North Carolina
$34K -$2.44K -31 -6%
RFC
371
Regions Financial Corp
Alabama
$34K +$35.8K +455 New
M
372
MOTCO
Texas
$32K – – –
TAIM
373
TD Ameritrade Investment Management
Nebraska
$31K +$32.4K +412 New
GI
374
Gradient Investments
Minnesota
$30K -$394K -5,018 -93%
FHA
375
Flagship Harbor Advisors
Massachusetts
$30K -$2.36K -30 -7%
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