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State Street SPDR Dow Jones Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
76
RFG Advisory
Alabama
$875K -$145K -3,440 -14%
Creative Planning
77
Creative Planning
Kansas
$810K -$10.2K -241 -1%
SW
78
Simplicity Wealth
New Jersey
$765K +$537K +12,718 +247%
Envestnet Portfolio Solutions
79
Envestnet Portfolio Solutions
Illinois
$764K +$440K +10,405 +140%
SFA
80
Sequoia Financial Advisors
Ohio
$747K -$12K -284 -2%
BAMG
81
Brand Asset Management Group
Missouri
$730K -$13.4K -318 -2%
Lido Advisors
82
Lido Advisors
California
$691K +$375K +8,885 +122%
SCM
83
SOL Capital Management
Maryland
$649K -$44.4K -1,050 -6%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$640K -$20K -474 -3%
AAS
85
Avantax Advisory Services
Texas
$638K -$71.8K -1,700 -10%
FPWM
86
FSB Premier Wealth Management
Iowa
$612K -$76.2K -1,803 -11%
AWA
87
Aquire Wealth Advisors
Utah
$604K -$17.2K -408 -3%
IDBONY
88
Israel Discount Bank of New York
New York
$592K -$587K -13,891 -50%
IAN
89
Integrated Advisors Network
Texas
$516K -$10.4K -246 -2%
FCBT
90
First Citizens Bank & Trust
North Carolina
$498K +$492K +11,639 New
FCAS
91
First Command Advisory Services
Texas
$497K -$197K -4,659 -29%
APC
92
Aspire Private Capital
North Carolina
$495K +$205K +4,854 +72%
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$495K -$16.9K -399 -3%
HFS
94
Hoge Financial Services
Pennsylvania
$494K -$176K -4,155 -26%
PCWA
95
Pacific Capital Wealth Advisors
California
$488K
UBS Group
96
UBS Group
Switzerland
$465K -$42K -995 -8%
BCI
97
Brinker Capital Investments
Pennsylvania
$454K -$175K -4,142 -28%
OPS
98
Orion Portfolio Solutions
Nebraska
$454K -$175K -4,142 -28%
MLFP
99
MPS Loria Financial Planners
Illinois
$446K -$79.2K -1,875 -15%
SFS
100
Sowell Financial Services
Arkansas
$440K +$434K +10,267 New