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iShares US Real Estate ETF
IYR

Name Holding Trade Value Shares
Change 		Change in
Stake
APA
201
American Portfolios Advisors
New York
$838K +$26.3K +289 +3%
VWM
202
Valley Wealth Managers
New Jersey
$829K +$11.7K +128 +1%
WWM
203
Western Wealth Management
Colorado
$824K +$4.74K +52 +0.6%
PVH
204
Psagot Value Holdings
Israel
$818K +$461K +5,065 +138%
CAM
205
Covenant Asset Management
New Jersey
$813K +$5.92K +65 +0.8%
RW
206
RVW Wealth
California
$793K – – –
SFA
207
Sequoia Financial Advisors
Ohio
$775K +$70.6K +775 +10%
SBWM
208
Sunflower Bank Wealth Management
Arizona
$771K – – –
PCM
209
Peak Capital Management
Colorado
$769K -$58.8K -646 -7%
LNWWM
210
Laird Norton Wetherby Wealth Management
California
$769K +$749K +8,221 New
PWM
211
Perigon Wealth Management
California
$768K -$72.9K -800 -9%
LC
212
Landaas & Company
Wisconsin
$764K -$42.7K -469 -5%
BFM
213
Boothbay Fund Management
New York
$745K +$725K +7,966 New
GAM
214
Gould Asset Management
California
$740K – – –
BAM
215
Baldrige Asset Management
Pennsylvania
$707K +$20.8K +228 +3%
VC
216
Vicus Capital
Pennsylvania
$704K -$88.2K -969 -11%
SLWS
217
Swaine & Leidel Wealth Services
Florida
$703K +$84.2K +925 +14%
MAP
218
Milestone Advisory Partners
North Carolina
$695K – – –
WPSG
219
Wealth & Pension Services Group
Georgia
$686K -$29.2K -321 -4%
AWM
220
AE Wealth Management
Kansas
$684K +$51.5K +566 +8%
EVM
221
Eaton Vance Management
Massachusetts
$642K -$8.93K -98 -1%
SG
222
StoneX Group
New York
$639K +$218K +2,392 +54%
SCM
223
Shelton Capital Management
Colorado
$638K -$43.8K -481 -7%
LCAM
224
London & Capital Asset Management
United Kingdom
$636K – – –
SSG
225
Summit Securities Group
New York
$627K +$610K +6,700 New
7 8
9
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