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State Street SPDR S&P Aerospace & Defense ETF
XAR

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
126
River Wealth Advisors
Pennsylvania
$25K – – –
FHA
127
Flagship Harbor Advisors
Massachusetts
$25K +$23.6K +250 New
VNA
128
Valley National Advisers
Pennsylvania
$21K – – –
EDRH
129
Edmond de Rothschild Holding
Switzerland
$21K +$19.8K +210 New
FHB
130
First Hawaiian Bank
Hawaii
$21K +$20.2K +214 New
MPWT
131
MassMutual Private Wealth & Trust
Connecticut
$20.1K – – –
GWM
132
Geneos Wealth Management
Colorado
$19K -$9.44K -100 -33%
RFM
133
Royal Fund Management
Florida
$19K +$18.9K +200 New
AIM
134
Advantage Investment Management
Iowa
$18K -$2.46K -26 -12%
GRP
135
Global Retirement Partners
California
$18K – – –
RCG
136
Ruggie Capital Group
Florida
$18K – – –
AWM
137
AllSquare Wealth Management
New York
$14K – – –
WAS
138
WESPAC Advisors SoCal
California
$13K – – –
APP
139
Avantax Planning Partners
Iowa
$11K +$10.1K +107 New
WF
140
WealthTrust Fairport
Ohio
$11K +$10.3K +109 New
CTC
141
Central Trust Company
Missouri
$10K – – –
ONST
142
Old North State Trust
North Carolina
$10K +$9.44K +100 New
SIAP
143
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K +$9.44K +100 New
MSFP
144
Mark Sheptoff Financial Planning
Connecticut
$9K – – –
AOWM
145
Alpha Omega Wealth Management
Virginia
$6K – – –
JFA
146
JNBA Financial Advisors
Minnesota
$6K +$6.14K +65 New
CAL
147
Capital Analysts LLC
Pennsylvania
$2K – – –
MIM
148
Macroview Investment Management
Maryland
$2K +$1.89K +20 New
PS
149
Portfolio Strategies
New York
$1K +$944 +10 New
NWP
150
Northstar Wealth Partners
Connecticut
– -$1.09M -12,489 Closed
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