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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
351
LCNB Corp
Ohio
$220K – – –
BWM
352
BerganKDV Wealth Management
Minnesota
$218K -$15K -158 -6%
SFG
353
Summit Financial Group
West Virginia
$218K -$4.73K -50 -2%
SPIA
354
Steward Partners Investment Advisory
New York
$218K +$32K +338 +14%
PO
355
Private Ocean
California
$217K +$110K +1,167 +78%
GPA
356
Garrison Point Advisors
California
$216K +$3.98K +42 +2%
CTC
357
Central Trust Company
Missouri
$215K +$224K +2,366 +860%
BC
358
Burleson & Co
California
$212K – – –
IWM
359
IHT Wealth Management
Illinois
$211K +$5.4K +57 +2%
BTI
360
Blue Trust Inc
Georgia
$208K +$6.34K +67 +3%
PFA
361
Pure Financial Advisors
California
$207K -$25.6K -270 -10%
ODIJL
362
One Day In July LLC
Vermont
$207K – – –
RBC
363
Romano Brothers & Co
Illinois
$207K +$241K +2,547 New
FAIM
364
Financial Advocates Investment Management
Washington
$204K – – –
SC
365
Shay Capital
New York
$204K +$237K +2,500 New
NCM
366
NCM Capital Management
New Jersey
$200K -$1.3M -13,763 -85%
BAM
367
Belpointe Asset Management
Nevada
$198K +$9.56K +101 +4%
MUMSS
368
Mitsubishi UFJ Morgan Stanley Securities
Japan
$197K – – –
CIR
369
Clear Investment Research
Georgia
$187K +$8.61K +91 +4%
SWM
370
Spire Wealth Management
Virginia
$185K -$49.5K -523 -19%
RA
371
Rise Advisors
New York
$179K +$2.27K +24 +1%
PA
372
Parallel Advisors
California
$175K -$69.9K -738 -26%
AIM
373
Acropolis Investment Management
Missouri
$172K – – –
MMG
374
Monetary Management Group
Missouri
$163K – – –
APA
375
American Portfolios Advisors
New York
$144K -$25.2K -266 -13%
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