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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
376
Executive Wealth Management
Michigan
$30K +$31.3K +398 New
MA
377
MCF Advisors
Kentucky
$29K – – –
ONST
378
Old North State Trust
North Carolina
$29K – – –
FWM
379
Focused Wealth Management
New York
$29K +$157 +2 +0.5%
TIM
380
Tortoise Investment Management
New York
$28K -$67.4K -858 -69%
RCA
381
Rowland Carmichael Advisors
Arizona
$28K – – –
GCM
382
Gables Capital Management
Florida
$27K – – –
GWMIA
383
Global Wealth Management Investment Advisory
Florida
$26K +$27.4K +349 New
WWM
384
Willingdon Wealth Management
North Carolina
$26K +$27.7K +352 New
SC
385
Sawyer & Company
Massachusetts
$25K – – –
QCMNJ
386
Quantum Capital Management (New Jersey)
New Jersey
$25K +$26.3K +335 New
HWA
387
Heritage Wealth Advisors
Virginia
$23K – – –
SIM
388
Sonora Investment Management
Arizona
$22K +$19.6K +250 New
FNC
389
First National Corp
Massachusetts
$22K +$22.8K +290 New
ADL
390
Asset Dedication LLC
California
$21K – – –
CWA
391
Clarus Wealth Advisors
Arizona
$21K +$6.68K +85 +43%
HI
392
Human Investing
Oregon
$21K +$22.2K +283 New
RFWA
393
RPg Family Wealth Advisory
Massachusetts
$20.5K – – –
ST
394
Smithfield Trust
Pennsylvania
$20K -$209K -2,665 -91%
CCM
395
Cribstone Capital Management
Maine
$19K -$5.19K -66 -21%
SBL
396
Sargent Bickham Lagudis
Colorado
$18K – – –
TC
397
Trust Company
Kansas
$18K – – –
WIM
398
Westside Investment Management
California
$16.5K +$17.3K +220 New
FCA
399
FinTrust Capital Advisors
South Carolina
$16K +$16.3K +208 New
ACM
400
AUA Capital Management
Pennsylvania
$15K – – –
14 15
16
17 18