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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
BJ
376
Brouwer & Janachowski
California
$211K – – –
EH
377
Equitable Holdings
New York
$209K – – –
TWP
378
Tempus Wealth Planning
California
$206K +$214K +2,012 New
AC
379
Alexandria Capital
Virginia
$205K +$4.26K +40 +2%
MMG
380
Monetary Management Group
Missouri
$205K +$53.2K +500 +33%
PP
381
Patten & Patten
Tennessee
$204K -$5.32K -50 -2%
JGC
382
J. Goldman & Co
New York
$204K +$212K +1,991 New
BPA
383
Beacon Pointe Advisors
California
$203K +$211K +1,983 New
ANTB
384
AMG National Trust Bank
Colorado
$201K -$10.6K -100 -5%
IWA
385
IBEX Wealth Advisors
New Jersey
$199K +$206K +1,939 New
PA
386
Parallel Advisors
California
$192K -$50.5K -475 -20%
CWM
387
Cranbrook Wealth Management
Michigan
$173K – – –
AWA
388
Arkadios Wealth Advisors
Georgia
$173K +$213 +2 +0.1%
CFD
389
Creative Financial Designs
Indiana
$165K -$168K -1,575 -49%
AA
390
AlphaMark Advisors
Kentucky
$165K – – –
DI
391
Disciplined Investments
Oklahoma
$159K – – –
AP
392
Advisors Preferred
Maryland
$157K -$81.2M -763,176 -100%
GT
393
Glenmede Trust
Pennsylvania
$157K – – –
TFO
394
Tarbox Family Office
California
$154K – – –
OIA
395
Optimum Investment Advisors
Illinois
$150K -$21.2K -199 -12%
BIP
396
Blueprint Investment Partners
North Carolina
$138K +$144K +1,350 New
FDCDDQ
397
Federation des caisses Desjardins du Quebec
Quebec, Canada
$135K – – –
PP
398
Prosperity Planning
Missouri
$130K – – –
TFS
399
TrustCore Financial Services
Tennessee
$125K -$16K -150 -11%
PVH
400
Psagot Value Holdings
Israel
$124K -$291K -2,738 -69%
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