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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
351
Patten & Patten
Tennessee
$209K -$47.2K -475 -19%
EH
352
Equitable Holdings
New York
$208K +$203K +2,045 New
APA
353
American Portfolios Advisors
New York
$205K -$1.49K -15 -0.7%
CWM
354
Cahaba Wealth Management
Georgia
$203K +$189K +1,906 New
DBRC
355
D.B. Root & Company
Pennsylvania
$202K +$197K +1,985 New
GVAG
356
Great Valley Advisor Group
Delaware
$201K +$196K +1,978 New
AC
357
Alexandria Capital
Virginia
$200K +$195K +1,964 New
FI
358
FormulaFolio Investments
Michigan
$191K – – –
BAM
359
Belpointe Asset Management
Nevada
$183K +$1.59K +16 +0.9%
CWM
360
Cranbrook Wealth Management
Michigan
$172K – – –
AWA
361
Arkadios Wealth Advisors
Georgia
$172K +$122K +1,224 +262%
OIA
362
Optimum Investment Advisors
Illinois
$170K +$43.1K +434 +35%
AA
363
AlphaMark Advisors
Kentucky
$164K – – –
DI
364
Disciplined Investments
Oklahoma
$158K – – –
GT
365
Glenmede Trust
Pennsylvania
$156K +$4.96K +50 +3%
FI
366
Financial Insights
Washington
$155K +$151K +1,521 New
MMG
367
Monetary Management Group
Missouri
$153K – – –
TFO
368
Tarbox Family Office
California
$153K – – –
TFS
369
TrustCore Financial Services
Tennessee
$139K +$14.9K +150 +12%
FDCDDQ
370
Federation des caisses Desjardins du Quebec
Quebec, Canada
$134K -$2.98K -30 -2%
PP
371
Prosperity Planning
Missouri
$129K – – –
EW
372
Element Wealth
Mississippi
$121K – – –
CFGS
373
Concourse Financial Group Securities
Alabama
$117K -$496 -5 -0.4%
AF
374
Advisornet Financial
Minnesota
$105K +$397 +4 +0.4%
SWM
375
Sugarloaf Wealth Management
Georgia
$105K +$38.5K +388 +61%
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15
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