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State Street SPDR Dow Jones REIT ETF
RWR

Name Holding Trade Value Shares
Change 		Change in
Stake
ABC
151
Associated Banc-Corp
Wisconsin
$54K +$71K +750 New
OPS
152
Orion Portfolio Solutions
Nebraska
$52K +$37.9K +401 +123%
FMII
153
Farmers & Merchants Investments Inc
Nebraska
$45K – – –
HWA
154
Heritage Wealth Advisors
Virginia
$43.7K – – –
CFGS
155
Concourse Financial Group Securities
Alabama
$42K -$6.62K -70 -11%
OC
156
Oakworth Capital
Alabama
$42K – – –
CAL
157
Capital Analysts LLC
Pennsylvania
$40K +$22.8K +241 +78%
BL
158
Balentine LLC
Georgia
$39K -$156M -1,651,928 -100%
VFA
159
Valeo Financial Advisors
Indiana
$37K -$8.8K -93 -17%
TPCW
160
TD Private Client Wealth
New York
$35.9K -$35.1K -371 -43%
AF
161
Advisornet Financial
Minnesota
$32K -$8.9K -94 -18%
CBT
162
Capital Bank & Trust
California
$32K – – –
MPWT
163
MassMutual Private Wealth & Trust
Connecticut
$32K – – –
CFA
164
Carroll Financial Associates
North Carolina
$31K -$14.8K -156 -26%
BCMIO
165
Beacon Capital Management Inc (Ohio)
Ohio
$31K – – –
EK
166
Evensky & Katz
Florida
$30K – – –
WAP
167
Wealthcare Advisory Partners
Pennsylvania
$29K -$566K -5,979 -94%
CT
168
Caldwell Trust
Florida
$28.4K – – –
APWM
169
Atlas Private Wealth Management
New York
$28K – – –
QCMC
170
Quantum Capital Management (California)
California
$25K -$473 -5 -1%
DSC
171
Duncker Streett & Co
Missouri
$25K – – –
SFSG
172
Stearns Financial Services Group
North Carolina
$24K +$31.9K +337 New
CAAS
173
Capital Asset Advisory Services
Michigan
$22K -$402K -4,251 -93%
CFFP
174
Center for Financial Planning
Michigan
$22K -$85.2K -900 -75%
FHA
175
Flagship Harbor Advisors
Massachusetts
$22K +$95 +1 +0.3%
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