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State Street SPDR Dow Jones REIT ETF
RWR

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
151
Legacy Advisors
Pennsylvania
$74K – – –
GRP
152
Global Retirement Partners
California
$73K +$19.1K +201 +35%
IA
153
IFP Advisors
Florida
$71K +$9.87K +104 +16%
SWA
154
Sutton Wealth Advisors
Florida
$65.2K – – –
WAM
155
Wealthspire Advisors (Maryland)
Maryland
$65K +$854 +9 +1%
NFG
156
Next Financial Group
Texas
$64K +$65.6K +691 New
BCMIO
157
Beacon Capital Management Inc (Ohio)
Ohio
$61K -$2.37K -25 -4%
FMII
158
Farmers & Merchants Investments Inc
Nebraska
$58K – – –
FIB
159
First Interstate Bank
Montana
$56K – – –
HWA
160
Heritage Wealth Advisors
Virginia
$56K +$57.4K +605 New
OC
161
Oakworth Capital
Alabama
$54K – – –
CFGS
162
Concourse Financial Group Securities
Alabama
$48K +$48.8K +514 New
CFA
163
Carroll Financial Associates
North Carolina
$44K – – –
S
164
SignatureFD
Georgia
$40K -$10.1K -106 -20%
AIM
165
Advantage Investment Management
Iowa
$40K -$5.6K -59 -12%
JFGIW
166
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37K – – –
DBT
167
Dubuque Bank & Trust
Iowa
$36K – – –
WPA
168
West Paces Advisors
Georgia
$35K – – –
SWP
169
Stratos Wealth Partners
Ohio
$34K +$34.3K +362 New
DSC
170
Duncker Streett & Co
Missouri
$33K – – –
ASN
171
Advisory Services Network
Georgia
$30K +$13.3K +140 +76%
CWM
172
Cranbrook Wealth Management
Michigan
$29K – – –
ADL
173
Asset Dedication LLC
California
$29K +$29.8K +314 New
WC
174
Whitnell & Co
Illinois
$28K – – –
FHA
175
Flagship Harbor Advisors
Massachusetts
$28K +$190 +2 +0.7%
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7
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