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State Street SPDR S&P Aerospace & Defense ETF
XAR

Name Holding Trade Value Shares
Change 		Change in
Stake
MWML
326
M Wealth Management LLC
California
$474K – – –
RA
327
RFG Advisory
Alabama
$466K +$17.6K +65 +4%
KFS
328
Kelly Financial Services
Massachusetts
$464K +$442K +1,635 New
OCA
329
OpenArc Corporate Advisory
Georgia
$459K +$104K +383 +31%
CGA
330
Crescent Grove Advisors
Illinois
$457K -$40.6K -150 -9%
RFP
331
Root Financial Partners
California
$453K +$16.8K +62 +4%
KIA
332
Kraematon Investment Advisors
Massachusetts
$451K -$2.43K -9 -0.6%
AOWM
333
Asset One Wealth Management
Washington
$449K -$17K -63 -4%
CWS
334
Cypress Wealth Services
California
$445K +$424K +1,567 New
GS
335
GWN Securities
Florida
$441K +$29.2K +108 +7%
FHA
336
Flagship Harbor Advisors
Massachusetts
$440K +$176K +650 +72%
JPLA
337
Joseph P. Lucia & Associates
New York
$440K +$100K +371 +31%
WT
338
Whittier Trust
California
$435K – – –
CAM
339
Cypress Asset Management
Texas
$426K – – –
VA
340
Valmark Advisers
Ohio
$425K +$157K +580 +63%
DAS
341
Dynamic Advisor Solutions
Arizona
$424K +$47.6K +176 +13%
TSS
342
Two Sigma Securities
New York
$424K +$404K +1,494 New
FCMA
343
Foresight Capital Management Advisors
Michigan
$420K -$44.3K -164 -10%
PAS
344
PKS Advisory Services
New York
$419K +$15.4K +57 +4%
BMCM
345
Bryn Mawr Capital Management
Pennsylvania
$416K -$81.9K -303 -17%
BAM
346
Belpointe Asset Management
Nevada
$410K -$817K -3,020 -68%
AI
347
Atria Investments
North Carolina
$410K +$541 +2 +0.1%
WSCM
348
Wellington Shields Capital Management
New York
$409K +$389K +1,440 New
AWA
349
A4 Wealth Advisors
North Carolina
$408K +$389K +1,439 New
BPC
350
Bearing Point Capital
Minnesota
$403K -$3.42M -12,631 -90%
12 13
14
15 16