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State Street SPDR Dow Jones REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPFP
226
Clear Perspectives Financial Planning
Ohio
$6.92K – – –
AFS
227
Annapolis Financial Services
Maryland
$4.26K +$4.38K +48 New
MCM
228
Manchester Capital Management
Vermont
$4.08K – – –
RLIM
229
Red Lighthouse Investment Management
New York
$3.64K – – –
OSAM
230
O'Shaughnessy Asset Management
Connecticut
$3.29K – – –
NFSG
231
Newbridge Financial Services Group
Florida
$3.19K – – –
HIA
232
Harbor Investment Advisory
Maryland
$2.84K – – –
Kayne Anderson Rudnick Investment Management
233
Kayne Anderson Rudnick Investment Management
California
$2.67K – – –
IAIM
234
International Assets Investment Management
Florida
$2.58K +$2.65K +29 New
IRC
235
Investors Research Corp
Georgia
$2.22K – – –
PA
236
Parallel Advisors
California
$2.04K +$2.1K +23 New
CAL
237
Capital Analysts LLC
Pennsylvania
$2K – – –
EWM
238
Endurance Wealth Management
Rhode Island
$2K – – –
CSPIA
239
Cary Street Partners Investment Advisory
Virginia
$1.24K – – –
RG
240
Retirement Group
California
$1K – – –
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$1K +$365 +4 +133%
CP
242
Castleview Partners
Texas
$888 +$913 +10 New
FFA
243
Farther Finance Advisors
California
$444 +$457 +5 New
LIA
244
Luken Investment Analytics
Tennessee
$89 +$91 +1 New
Nisa Investment Advisors
245
Nisa Investment Advisors
Missouri
– -$22.2M -254,196 Closed
CI
246
CX Institutional
Indiana
– -$9.82M -112,663 Closed
CCM
247
Consolidated Capital Management
California
– -$5.4M -62,016 Closed
MW
248
Marcum Wealth
Ohio
– -$870K -9,984 Closed
APP
249
Avantax Planning Partners
Iowa
– -$439K -5,036 Closed
HW
250
Hancock Whitney
Mississippi
– -$335K -3,846 Closed