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State Street SPDR Dow Jones REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIG
126
American International Group
New York
$53.5K +$19.2K +256 +54%
NES
127
New England Securities
New York
$51K -$32.5K -434 -38%
EFSCE
128
Enterprise Financial Services Corp (EFSC)
Missouri
$44K – – –
Bessemer Group
129
Bessemer Group
New Jersey
$36K +$37.5K +500 New
AIA
130
Alerus Investment Advisors
Minnesota
$34K – – –
PTC
131
Private Trust Company
Ohio
$32K – – –
JIC
132
Joel Isaacson & Co
New York
$29K – – –
RIA
133
Regal Investment Advisors
Michigan
$22K -$14.7K -196 -39%
M
134
MOTCO
Texas
$20K – – –
JIR
135
James Investment Research
Ohio
$19K +$19.5K +260 New
JFGIW
136
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K – – –
IFWM
137
Institute for Wealth Management
Colorado
$11K -$25.9K -345 -69%
MAA
138
Managed Account Advisors
New Jersey
$10K -$35.1K -468 -78%
GI
139
Gradient Investments
Minnesota
$7K – – –
PAS
140
Partnervest Advisory Services
California
$6K – – –
TSW
141
Thompson Siegel & Walmsley
Virginia
$6K – – –
WT
142
Whittier Trust
California
$5K – – –
FANJ
143
Financial Architects (New Jersey)
New Jersey
$4K +$3.6K +48 New
ZTNA
144
Zions Trust National Association
Utah
$4K +$3.9K +52 New
Charles Schwab
145
Charles Schwab
California
– -$16.3M -215,100 Closed
AB
146
Atlas Brown
Kentucky
– -$6.21M -81,823 Closed
COI
147
Connable Office Inc
Michigan
– -$3.73M -49,083 Closed
NEAM
148
New England Asset Management
Connecticut
– -$696K -9,160 Closed
NIC
149
Northwest Investment Counselors
Oregon
– -$665K -8,761 Closed
PHAM
150
Palisades Hudson Asset Management
Florida
– -$359K -4,730 Closed