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State Street SPDR Dow Jones REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
176
Belpointe Asset Management
Nevada
$244K -$18.4K -178 -7%
MA
177
MUFG Americas
New York
$238K
MWP
178
MYCIO Wealth Partners
Pennsylvania
$233K
BW
179
Bison Wealth
Georgia
$225K +$228K +2,202 New
CC
180
Courier Capital
New York
$224K
SDAM
181
Shulman DeMeo Asset Management
New York
$223K -$30.3K -293 -12%
LSA
182
L & S Advisors
California
$223K -$11.4K -110 -5%
ECG
183
Edge Capital Group
Georgia
$222K +$225K +2,172 New
IAA
184
Independent Advisor Alliance
North Carolina
$217K +$220K +2,122 New
3AM
185
3D Asset Management
Connecticut
$216K -$207 -2 -0.1%
PA
186
PFG Advisors
Arizona
$212K +$218K +2,106 New
BS
187
Boenning & Scattergood
Pennsylvania
$209K +$212K +2,050 New
KFC
188
Klingenstein Fields & Co
New York
$206K
TPA
189
Trivium Point Advisory
Connecticut
$204K -$79.8K -771 -28%
FWM
190
Foresight Wealth Management
Utah
$202K -$152K -1,472 -43%
NFG
191
Next Financial Group
Texas
$180K -$9.31K -90 -5%
FMTCOCP
192
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$168K
Citigroup
193
Citigroup
New York
$127K -$22.8K -220 -15%
GRP
194
Global Retirement Partners
California
$125K +$95.6K +924 +311%
CFFP
195
Center for Financial Planning
Michigan
$122K +$124K +1,200 New
LWANC
196
Laurel Wealth Advisors (North Carolina)
North Carolina
$111K
MMG
197
Monetary Management Group
Missouri
$102K
CC
198
Cassaday & Co
Virginia
$100K
MCWS
199
McKinley Carter Wealth Services
West Virginia
$99K +$101K +974 New
OIA
200
Optimum Investment Advisors
Illinois
$97K -$15K -145 -13%