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State Street SPDR Dow Jones REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
126
Buckingham Strategic Wealth
Missouri
$499K +$20.3K +178 +4%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$497K +$32K +281 +7%
MFT
128
Moisand Fitzgerald Tamayo
Florida
$491K -$72.1K -633 -13%
FFN
129
Focus Financial Network
Minnesota
$466K +$452K +3,971 New
FWP
130
Falcon Wealth Planning
California
$459K +$53.2K +467 +14%
PO
131
Private Ocean
California
$458K -$32.6K -286 -7%
RJT
132
Raymond James Trust
Florida
$444K -$120K -1,054 -22%
AAS
133
Ameritas Advisory Services
Nebraska
$443K +$6.49K +57 +2%
FRA
134
Front Row Advisors
California
$429K
JWA
135
JFS Wealth Advisors
Pennsylvania
$425K -$12.9K -113 -3%
BMWM
136
Brown Miller Wealth Management
Virginia
$422K -$228 -2 -0.1%
CF
137
Convergence Financial
Missouri
$417K -$39.4K -346 -9%
SC
138
SouthState Corp
Florida
$414K
CCP
139
Clarkston Capital Partners
Michigan
$411K +$399K +3,500 New
Deutsche Bank
140
Deutsche Bank
Germany
$405K
TW
141
TrinityPoint Wealth
Connecticut
$401K +$103K +900 +36%
YIH
142
Y-Intercept (HK)
Hong Kong
$391K +$379K +3,330 New
IAN
143
Integrated Advisors Network
Texas
$385K -$10.5K -92 -3%
HNB
144
Huntington National Bank
Ohio
$361K
RWA
145
Redhawk Wealth Advisors
Minnesota
$359K -$4.7M -41,229 -93%
SC
146
Savant Capital
Illinois
$359K
CPIG
147
Chicago Partners Investment Group
Illinois
$358K +$1.37K +12 +0.3%
AL
148
Aspiriant LLC
California
$356K
NWA
149
Navis Wealth Advisors
New York
$353K +$1.48K +13 +0.4%
SBH
150
Segall Bryant & Hamill
Illinois
$349K +$339K +2,973 New