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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
201
Next Financial Group
Texas
$795K +$761K +8,698 +2,121%
PWM
202
Perigon Wealth Management
California
$788K -$391K -4,470 -33%
WWM
203
Western Wealth Management
Colorado
$767K -$145K -1,654 -16%
VWM
204
Valley Wealth Managers
New Jersey
$763K -$200K -2,286 -21%
APA
205
American Portfolios Advisors
New York
$757K +$354K +4,043 +87%
LC
206
Landaas & Company
Wisconsin
$754K -$20K -229 -3%
CAM
207
Covenant Asset Management
New Jersey
$753K – – –
VC
208
Vicus Capital
Pennsylvania
$742K -$532K -6,080 -42%
CWM
209
Cahaba Wealth Management
Georgia
$740K -$157K -1,795 -17%
RW
210
RVW Wealth
California
$740K – – –
SBWM
211
Sunflower Bank Wealth Management
Arizona
$720K -$11.8K -135 -2%
HIS
212
Harvest Investment Services
Illinois
$711K -$97.8K -1,117 -12%
GAM
213
Gould Asset Management
California
$691K -$1.31K -15 -0.2%
WPSG
214
Wealth & Pension Services Group
Georgia
$669K -$2.19K -25 -0.3%
SFA
215
Sequoia Financial Advisors
Ohio
$655K -$287K -3,277 -30%
MAP
216
Milestone Advisory Partners
North Carolina
$649K – – –
BAM
217
Baldrige Asset Management
Pennsylvania
$640K +$24.5K +280 +4%
SCM
218
Shelton Capital Management
Colorado
$638K +$582K +6,643 +1,007%
DBRC
219
D.B. Root & Company
Pennsylvania
$625K -$81.8K -934 -12%
EVM
220
Eaton Vance Management
Massachusetts
$608K -$92.1K -1,052 -13%
LCAM
221
London & Capital Asset Management
United Kingdom
$594K – – –
AWM
222
AE Wealth Management
Kansas
$589K +$302K +3,451 +105%
ICA
223
Infrastructure Capital Advisors
New York
$587K -$287K -3,276 -33%
SLWS
224
Swaine & Leidel Wealth Services
Florida
$575K +$139K +1,585 +32%
VCM
225
Virtue Capital Management
Tennessee
$570K +$137K +1,570 +32%
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