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State Street SPDR Dow Jones REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$2K -$165K -2,149 -99%
EWM
202
Endurance Wealth Management
Rhode Island
$2K
EW
203
Evoke Wealth
California
$2K
SFS
204
Sowell Financial Services
Arkansas
$1K -$15.8K -206 -93%
GWMIA
205
Global Wealth Management Investment Advisory
Florida
$1K
MF
206
Manchester Financial
California
$1K
MCM
207
MV Capital Management
Maryland
$1K
GTAM
208
Global Trust Asset Management
Florida
$1K +$77 +1 +10%
IF
209
Ironwood Financial
Arizona
$1K +$1.07K +14 New
RG
210
Retirement Group
California
$1K +$1.07K +14 New
CL
211
Cabana LLC
Arkansas
$1K +$1.15K +15 New
RIM
212
Rockbridge Investment Management
New York
$1K +$1.23K +16 New
TF
213
TIAA FSB
Florida
-$1.98M -27,465 Closed
GFS
214
GYL Financial Synergies
Connecticut
-$1.32M -18,334 Closed
AWM
215
Aprio Wealth Management
Georgia
-$1.19M -16,424 Closed
AIFAIM
216
American Institute for Advanced Investment Management
Arizona
-$592K -8,205 Closed
ACP
217
Aveo Capital Partners
Colorado
-$575K -7,966 Closed
FHC
218
First Heartland Consultants
Missouri
-$411K -5,687 Closed
AL
219
Aspiriant LLC
California
-$339K -4,700 Closed
CAG
220
Csenge Advisory Group
Florida
-$330K -4,576 Closed
SS
221
Simplicity Solutions
Minnesota
-$307K -4,255 Closed
IA
222
IFG Advisory
Georgia
-$248K -3,438 Closed
MG
223
Mather Group
Illinois
-$243K -3,370 Closed
EWM
224
Evermay Wealth Management
Virginia
-$227K -3,141 Closed
CPIG
225
Chicago Partners Investment Group
Illinois
-$215K -2,787 Closed