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State Street SPDR Dow Jones Global Real Estate ETF
RWO

Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
101
Buckingham Strategic Wealth
Missouri
$740K -$13.9K -287 -2%
AI
102
Atria Investments
North Carolina
$694K +$30.5K +631 +5%
CF
103
Centaurus Financial
California
$648K +$640K +13,266 New
TC
104
Telemus Capital
Michigan
$645K +$637K +13,190 New
TL
105
TrueWealth LLC
Georgia
$624K +$616K +12,772 New
GA
106
Greytown Advisors
Florida
$610K – – –
CG
107
Colony Group
Massachusetts
$577K -$47.5K -985 -8%
MLFP
108
MPS Loria Financial Planners
Illinois
$567K -$8.11K -168 -1%
LSAG
109
Lake Street Advisors Group
New Hampshire
$516K +$509K +10,553 New
SB
110
Suntrust Banks
Georgia
$508K -$7.82K -162 -2%
CA
111
Cetera Advisors
Colorado
$500K +$36.4K +754 +8%
BFEC
112
Benjamin F. Edwards & Company
Missouri
$499K +$16.2K +336 +3%
CAN
113
Claraphi Advisory Network
United States
$492K +$486K +10,067 New
PAMU
114
Pictet Asset Management (UK)
United Kingdom
$489K – – –
MBT
115
Montecito Bank & Trust
California
$483K -$25.8K -534 -5%
WB
116
WesBanco Bank
West Virginia
$480K +$473K +9,811 New
AEPG
117
American Economic Planning Group
New Jersey
$473K +$25.2K +523 +6%
FAIM
118
Financial Advocates Investment Management
Washington
$471K +$465K +9,635 New
I
119
IberiaBank
Louisiana
$457K +$5.02K +104 +1%
PWM
120
Paulson Wealth Management
Illinois
$457K +$451K +9,343 New
SWP
121
Stratos Wealth Partners
Ohio
$456K +$1.74K +36 +0.4%
BAC
122
Boys Arnold & Co
North Carolina
$453K -$29K -601 -6%
BCM
123
Boltwood Capital Management
California
$450K +$40.8K +846 +10%
FEG
124
Fund Evaluation Group
Ohio
$450K +$445K +9,211 New
EHPM
125
Emery Howard Portfolio Management
California
$439K +$26.7K +553 +7%
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5
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