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State Street SPDR Dow Jones Global Real Estate ETF
RWO

Name Holding Trade Value Shares
Change 		Change in
Stake
LPWM
201
Lake Point Wealth Management
Texas
$7K – – –
LWANC
202
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K – – –
TWA
203
TCI Wealth Advisors
Arizona
$7K – – –
AW
204
ACG Wealth
Georgia
$7K +$7.25K +148 New
JFA
205
JNBA Financial Advisors
Minnesota
$6K – – –
DI
206
Disciplined Investments
Oklahoma
$6K +$49 +1 +0.8%
AW
207
Avion Wealth
Texas
$5K – – –
FRA
208
Front Row Advisors
California
$5K – – –
FA
209
Faithward Advisors
Pennsylvania
$5K +$49 +1 +0.9%
GWANC
210
Guardian Wealth Advisors (North Carolina)
North Carolina
$5K +$5.2K +106 New
RCM
211
Raleigh Capital Management
North Carolina
$4K -$931 -19 -20%
PTC
212
Private Trust Company
Ohio
$4K +$4.41K +90 New
CPA
213
Cardiff Park Advisors
California
$4K +$4.46K +91 New
MBFW
214
Morton Brown Family Wealth
Pennsylvania
$4K +$4.95K +101 New
IWMA
215
Ironwood Wealth Management (Arizona)
Arizona
$3K -$30.5K -622 -89%
CWM
216
Curi Wealth Management
North Carolina
$3K – – –
S
217
Surevest
California
$3K +$2.94K +60 New
VVP
218
Venture Visionary Partners
Ohio
$2.87K +$3.19K +65 New
CP
219
Castleview Partners
Texas
$2.38K -$718K -14,639 -100%
TPCW
220
TD Private Client Wealth
New York
$2.34K – – –
SIS
221
Sound Income Strategies
Florida
$2K -$1.62K -33 -49%
IBOK
222
Independence Bank of Kentucky
Kentucky
$2K – – –
KFI
223
Key Financial Inc
Pennsylvania
$2K – – –
S
224
SignatureFD
Georgia
$2K – – –
SWM
225
Sugarloaf Wealth Management
Georgia
$2K +$49 +1 +2%
7 8
9
10 11