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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
401
Asset Dedication LLC
California
$19K – – –
FANJ
402
Financial Architects (New Jersey)
New Jersey
$19K – – –
MWP
403
MYCIO Wealth Partners
Pennsylvania
$18K -$92.5K -1,045 -80%
CCM
404
Cribstone Capital Management
Maine
$18K – – –
MCM
405
McMillion Capital Management
North Carolina
$17K – – –
CAN
406
Claraphi Advisory Network
United States
$17K +$21.1K +238 New
SBL
407
Sargent Bickham Lagudis
Colorado
$16K -$10.1K -114 -33%
TC
408
Trust Company
Kansas
$16K – – –
OPS
409
Orion Portfolio Solutions
Nebraska
$16K +$17.4K +197 +679%
TFS
410
TrustCore Financial Services
Tennessee
$15K +$974 +11 +5%
MPWT
411
MassMutual Private Wealth & Trust
Connecticut
$14K -$17.7K -200 -50%
CA
412
Crewe Advisors
Utah
$14K – – –
ST
413
Smithfield Trust
Pennsylvania
$13K – – –
APWM
414
Atlas Private Wealth Management
New York
$12K -$5.75K -65 -28%
CFD
415
Creative Financial Designs
Indiana
$11K – – –
LWA
416
Lowe Wealth Advisors
Maryland
$11K – – –
S
417
SignatureFD
Georgia
$11K – – –
TCM
418
Tradewinds Capital Management
Washington
$10K – – –
AW
419
Avion Wealth
Texas
$10K +$12.7K +144 New
TF
420
TimeScale Financial
Massachusetts
$9K -$1.06K -12 -8%
FRA
421
Front Row Advisors
California
$9K – – –
MFT
422
Moisand Fitzgerald Tamayo
Florida
$8K -$47.6K -538 -83%
EWM
423
EPG Wealth Management
Georgia
$8K -$10.2K -115 -51%
HWA
424
HHM Wealth Advisors
Tennessee
$8K +$9.91K +112 New
ACM
425
AUA Capital Management
Pennsylvania
$7K – – –
15 16
17
18 19