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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
351
Landaas & Company
Wisconsin
$222K -$121K -1,481 -38%
KBFS
352
Kohmann Bosshard Financial Services
Ohio
$214K +$192K +2,346 New
KL
353
KWMG LLC
Kansas
$214K -$35.7K -436 -16%
B
354
Bensler
Washington
$213K +$191K +2,330 New
GPA
355
Garrison Point Advisors
California
$213K +$191K +2,328 New
ATC
356
Argent Trust Co
Tennessee
$210K +$188K +2,298 New
BW
357
BIP Wealth
Georgia
$210K +$188K +2,298 New
CFFP
358
Center for Financial Planning
Michigan
$209K – – –
BJL
359
Brighton Jones LLC
Washington
$208K +$186K +2,271 New
RPGK
360
Retirement Planning Group (Kansas)
Kansas
$207K +$185K +2,265 New
AWE
361
Avidian Wealth Enterprises
Texas
$206K -$49K -599 -21%
CIR
362
Clear Investment Research
Georgia
$206K -$5.65K -69 -3%
AWA
363
Arkadios Wealth Advisors
Georgia
$203K +$182K +2,224 New
LC
364
LCNB Corp
Ohio
$201K +$180K +2,197 New
SAS
365
Stelac Advisory Services
New York
$190K -$35K -427 -50%
BMC
366
Bear Mountain Capital
Washington
$188K +$172K +2,098 New
BTI
367
Blue Trust Inc
Georgia
$175K +$94.6K +1,155 +107%
FMP
368
Financial Management Professionals
Texas
$173K +$155K +1,892 +37,840%
MMG
369
Monetary Management Group
Missouri
$149K – – –
PO
370
Private Ocean
California
$145K +$13.8K +168 +12%
IWA
371
Icon Wealth Advisors
Texas
$141K +$126K +1,543 New
AIM
372
Acropolis Investment Management
Missouri
$140K – – –
PP
373
Pacifica Partners
Canada
$136K – – –
BFPW
374
BOK Financial Private Wealth
Colorado
$131K +$5.98K +73 +5%
CWM
375
Cranbrook Wealth Management
Michigan
$129K – – –
13 14
15
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