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State Street SPDR Dow Jones REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$5.74M +$1.49M +15,182 +36%
Ameriprise
27
Ameriprise
Minnesota
$4.78M -$155K -1,578 -3%
CFG
28
Citizens Financial Group
Rhode Island
$4.63M -$178K -1,808 -4%
MML Investors Services
29
MML Investors Services
Massachusetts
$4.46M -$122K -1,239 -3%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$3.96M -$2.03M -20,650 -34%
Osaic Holdings
31
Osaic Holdings
Arizona
$3.87M +$423K +4,312 +13%
Raymond James Financial
32
Raymond James Financial
Florida
$3.72M -$71K -723 -2%
AssetMark Inc
33
AssetMark Inc
California
$3.7M -$15.5M -158,290 -81%
State Street
34
State Street
Massachusetts
$3.68M -$36.9M -375,442 -91%
KAS
35
Kestra Advisory Services
Texas
$3.44M +$1.58M +16,106 +89%
FWP
36
Falcon Wealth Planning
California
$3.16M -$62K -631 -2%
NRI
37
NFP Retirement Inc
California
$3.01M +$507K +5,160 +21%
VAS
38
Vestmark Advisory Solutions
Massachusetts
$2.97M +$2.91M +29,636 New
SMC
39
Smith, Moore & Co
Missouri
$2.91M +$44.4K +452 +2%
AWM
40
Adams Wealth Management
Utah
$2.79M +$317K +3,227 +13%
CI
41
CacheTech Inc
Utah
$2.79M +$317K +3,227 +13%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$2.75M -$47.7K -486 -2%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$2.52M -$2.38M -24,256 -49%
Pathstone Holdings
44
Pathstone Holdings
New Jersey
$2.42M +$107K +1,086 +5%
OBWG
45
Onyx Bridge Wealth Group
New York
$2.32M +$2.27M +23,106 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$2.31M -$224K -2,286 -9%
R
47
Rebalance
California
$2.29M +$34.4K +350 +2%
PFM
48
Phillips Financial Management
Indiana
$2.1M -$3.93K -40 -0.2%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$1.93M +$92.1K +938 +5%
SWIM
50
Smallwood Wealth Investment Management
New Jersey
$1.9M +$67.7K +690 +4%