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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
401
Crewe Advisors
Utah
$15K – – –
IBOK
402
Independence Bank of Kentucky
Kentucky
$14K – – –
WT
403
Whittier Trust
California
$14K – – –
DWM
404
Doyle Wealth Management
Florida
$14K +$15.1K +192 New
KPW
405
Kore Private Wealth
New York
$13K +$13.2K +168 New
TRCT
406
Tower Research Capital (TRC)
New York
$12K -$28.6M -363,618 -100%
CFA
407
Carroll Financial Associates
North Carolina
$12K – – –
CFD
408
Creative Financial Designs
Indiana
$11K -$3.3K -42 -22%
CA
409
Claro Advisors
Massachusetts
$11K +$10.5K +133 New
MFC
410
Miramar Fiduciary Corp
Nevada
$10K +$10.1K +128 New
LWA
411
Lenox Wealth Advisors
New York
$10K +$11K +140 New
FRA
412
Front Row Advisors
California
$9K – – –
AWMS
413
Advocacy Wealth Management Services
Georgia
$8K – – –
MPWT
414
MassMutual Private Wealth & Trust
Connecticut
$7.49K – – –
PWMG
415
Prestige Wealth Management Group
New Jersey
$6K +$5.89K +75 New
BTNA
416
Bremer Trust National Association
Minnesota
$6K +$6.29K +80 New
AF
417
Allworth Financial
California
$5K +$1.97K +25 +69%
KCM
418
Karp Capital Management
California
$5K +$5.11K +65 New
NC
419
NewSquare Capital
Pennsylvania
$4K +$4.71K +60 New
AIM
420
Advantage Investment Management
Iowa
$3K -$343K -4,368 -99%
EFSCE
421
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$2.67K -34 -46%
SWM
422
SeaCrest Wealth Management
New York
$3K – – –
NSG
423
Nalls Sherbakoff Group
Tennessee
$3K +$3.14K +40 New
BWA
424
BDO Wealth Advisors
Florida
$2K – – –
HI
425
Hudock Inc
Pennsylvania
$2K – – –
15 16
17
18 19