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State Street SPDR Dow Jones REIT ETF
RWR

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
151
Joel Isaacson & Co
New York
$33K – – –
OIA
152
Optimum Investment Advisors
Illinois
$33K +$32.6K +400 New
BRWM
153
B. Riley Wealth Management
Tennessee
$31K +$6.12K +75 +25%
AP
154
Advisors Preferred
Maryland
$26.7K +$26.3K +322 New
TCOV
155
Trust Company of Vermont
Vermont
$25K – – –
M
156
MOTCO
Texas
$23K – – –
JIR
157
James Investment Research
Ohio
$22K – – –
TAIM
158
TD Ameritrade Investment Management
Nebraska
$21K +$20.8K +255 New
RWM
159
Raffa Wealth Management
District of Columbia
$18.7K – – –
1IC
160
1919 Investment Counsel
Maryland
$14K +$13.4K +164 New
AIG
161
American International Group
New York
$12.5K -$27.7K -340 -69%
WEC
162
Winslow Evans & Crocker
Massachusetts
$12K – – –
IFWM
163
Institute for Wealth Management
Colorado
$11K – – –
DBT
164
Dubuque Bank & Trust
Iowa
$11K +$1.47K +18 +15%
GAM
165
Gemmer Asset Management
California
$10K +$82 +1 +0.9%
TSW
166
Thompson Siegel & Walmsley
Virginia
$7K – – –
BRWA
167
B. Riley Wealth Advisors
Florida
$5.81K +$5.71K +70 New
CMO
168
Covenant Multifamily Offices
Texas
$5K – – –
MSFP
169
Mark Sheptoff Financial Planning
Connecticut
$5K – – –
WT
170
Whittier Trust
California
$5K – – –
BOK
171
Bank of Kentucky
Kentucky
$4K – – –
CTC
172
Central Trust Company
Missouri
$4K +$4.32K +53 New
PAS
173
Partnervest Advisory Services
California
$3K – – –
RJFSA
174
Raymond James Financial Services Advisors
Florida
– -$1.65M -21,131 Closed
SIC
175
Salem Investment Counselors
North Carolina
– -$327K -7,945 Closed
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