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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
451
Horizons Wealth Management
North Carolina
$11K – – –
JWM
452
Janiczek Wealth Management
Colorado
$10.9K – – –
TWP
453
TFO Wealth Partners
Ohio
$10.2K -$1.38M -15,728 -99%
EWM
454
EPG Wealth Management
Georgia
$9.34K – – –
PFG
455
Piershale Financial Group
Illinois
$8.89K +$87 +1 +1%
CFGS
456
Concourse Financial Group Securities
Alabama
$8.49K -$30.2K -345 -78%
CB
457
CNB Bank
Pennsylvania
$8.32K +$8.57K +98 New
SIS
458
Sound Income Strategies
Florida
$7.98K +$2.54K +29 +45%
IBOK
459
Independence Bank of Kentucky
Kentucky
$7.64K – – –
GWSG
460
GPS Wealth Strategies Group
Colorado
$7.64K +$7.87K +90 New
WP
461
WealthPLAN Partners
Nebraska
$7.39K +$7.61K +87 New
MFT
462
Moisand Fitzgerald Tamayo
Florida
$7.22K – – –
BWL
463
Bogart Wealth LLC
Virginia
$6.41K – – –
GFWA
464
Grey Fox Wealth Advisors
Delaware
$6.22K -$14.9K -170 -70%
IGWM
465
ICA Group Wealth Management
Colorado
$6.13K – – –
CSB
466
City State Bank
Iowa
$6K -$525 -6 -8%
CAL
467
Capital Analysts LLC
Pennsylvania
$6K – – –
PA
468
PSI Advisors
Florida
$5.94K – – –
NRC
469
New Republic Capital
North Carolina
$5.94K +$6.12K +70 New
PFM
470
Phillips Financial Management
Indiana
$5.69K +$262 +3 +5%
TWM
471
Tradition Wealth Management
Minnesota
$5K -$1.66K -19 -25%
MSFP
472
Mark Sheptoff Financial Planning
Connecticut
$4.84K – – –
WT
473
Whittier Trust
California
$4.25K – – –
TAM
474
Tucker Asset Management
Colorado
$4.25K +$4.37K +50 New
GWANC
475
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.57K +$3.67K +42 New
17 18
19
20 21