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State Street SPDR Dow Jones REIT ETF
RWR

Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
101
Raymond James Trust
Florida
$341K +$8.26K +92 +2%
TC
102
Trust Company
Kansas
$338K -$354K -3,950 -50%
PWM
103
Perigon Wealth Management
California
$338K +$17.2K +192 +5%
SC
104
SouthState Corp
Florida
$337K – – –
CW
105
Cobiz Wealth
Colorado
$329K -$18.1K -202 -5%
BCMIO
106
Beacon Capital Management Inc (Ohio)
Ohio
$315K -$31.8K -354 -9%
FCBT
107
First Citizens Bank & Trust
North Carolina
$301K +$46.7K +520 +17%
ICAS
108
Investors Capital Advisory Services
Massachusetts
$286K -$3.23K -36 -1%
SPC
109
Sigma Planning Corp
Michigan
$280K +$16.7K +186 +6%
PFA
110
Pure Financial Advisors
California
$272K +$60.4K +673 +26%
PAG
111
Private Advisor Group
New Jersey
$271K -$84.5K -942 -23%
FM
112
Foster & Motley
Ohio
$270K -$33.7K -375 -10%
RC
113
RegentAtlantic Capital
New Jersey
$264K – – –
DOA
114
D'Orazio & Associates
Virginia
$246K – – –
DWT
115
Dorsey & Whitney Trust
South Dakota
$245K – – –
UCFA
116
United Capital Financial Advisors
Texas
$240K +$1.17K +13 +0.5%
FMII
117
Farmers & Merchants Investments Inc
Nebraska
$233K – – –
OCAM
118
Onex Canada Asset Management
Ontario, Canada
$230K +$196K +2,185 New
SI
119
Stephens Inc
Arkansas
$225K -$96K -1,070 -29%
CFC
120
Coyle Financial Counsel
Illinois
$222K +$13.9K +155 +6%
CNB
121
City National Bank
Delaware
$215K -$85.3K -951 -27%
DIP
122
DT Investment Partners
Pennsylvania
$214K +$1.88K +21 +0.8%
NAMP
123
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$211K – – –
WSFS
124
Wilmington Savings Fund Society
Delaware
$211K +$224K +2,500 New
GT
125
Glenmede Trust
Pennsylvania
$209K +$70.4K +784 +46%
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5
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