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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
176
Waldron Private Wealth
Pennsylvania
$742K – – –
SBWM
177
Sunflower Bank Wealth Management
Arizona
$733K -$109K -1,420 -14%
LPC
178
Loeb Partners Corp
New York
$726K +$693K +9,000 New
CAM
179
Covenant Asset Management
New Jersey
$718K – – –
TFA
180
Transamerica Financial Advisors
Florida
$706K +$675K +8,758 +875,800%
DBRC
181
D.B. Root & Company
Pennsylvania
$701K +$670K +8,700 New
SFA
182
Sequoia Financial Advisors
Ohio
$682K +$4.01K +52 +0.6%
VFA
183
Voya Financial Advisors
Connecticut
$624K -$63.9K -830 -10%
SSG
184
Summit Securities Group
New York
$612K +$586K +7,600 New
MAP
185
Milestone Advisory Partners
North Carolina
$599K – – –
AWM
186
AE Wealth Management
Kansas
$596K -$59.1K -767 -9%
ACP
187
Aveo Capital Partners
Colorado
$582K -$31.9K -414 -5%
RFC
188
Regions Financial Corp
Alabama
$573K -$379K -4,920 -41%
SS
189
Simplicity Solutions
Minnesota
$570K -$24.1K -313 -4%
TL
190
TrueWealth LLC
Georgia
$564K -$108K -1,400 -17%
PNC
191
Park National Corp
Ohio
$554K – – –
BAC
192
Boys Arnold & Co
North Carolina
$548K -$30.8K -400 -6%
BCM
193
Bluefin Capital Management
New York
$548K +$524K +6,800 New
HSA
194
HBK Sorce Advisory
Pennsylvania
$547K -$35K -454 -6%
SFFS
195
Stonehage Fleming Financial Services
Jersey
$541K – – –
CCM
196
Colorado Capital Management
Colorado
$535K -$2.08K -27 -0.4%
ASN
197
Advisory Services Network
Georgia
$531K -$62.8K -815 -11%
PSUF
198
People's United Financial
Connecticut
$524K +$154 +2 +0%
LFAS
199
Level Four Advisory Services
Texas
$509K -$94.8K -1,230 -16%
SPIA
200
Steward Partners Investment Advisory
New York
$502K -$3.87M -50,229 -89%
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