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State Street SPDR S&P Aerospace & Defense ETF
XAR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
201
BDO Wealth Advisors
Florida
$8K – – –
TF
202
TimeScale Financial
Massachusetts
$8K – – –
IRC
203
Investors Research Corp
Georgia
$7K – – –
WAM
204
Worth Asset Management
Texas
$6K – – –
MIM
205
Macroview Investment Management
Maryland
$5K -$2.4K -23 -32%
PA
206
PSI Advisors
Florida
$5K – – –
VNA
207
Valley National Advisers
Pennsylvania
$5K – – –
CAAS
208
Capital Asset Advisory Services
Michigan
$3K – – –
OIA
209
Optimum Investment Advisors
Illinois
$3K – – –
OFG
210
Oxford Financial Group
Indiana
$3K – – –
WAS
211
Winch Advisory Services
Wisconsin
$3K – – –
BBHC
212
Brown Brothers Harriman & Co
New York
$3K +$3.13K +30 New
TCOV
213
Trust Company of Vermont
Vermont
$3K +$3.13K +30 New
UB
214
UMB Bank
Missouri
$3K +$3.13K +30 New
FP
215
Financial Perspectives
Minnesota
$2.38K +$2.72K +26 New
AIP
216
Ameritas Investment Partners
Nebraska
$2K – – –
JGIA
217
Jackson Grant Investment Advisers
Connecticut
$2K – – –
AIM
218
Anchor Investment Management
South Carolina
$1.38K – – –
TRCT
219
Tower Research Capital (TRC)
New York
$1K -$1.67M -16,010 -100%
LDFR
220
Lehman & Derafelo Financial Resources
Pennsylvania
$1K – – –
JWA
221
JFS Wealth Advisors
Pennsylvania
$1K +$836 +8 New
AWM
222
Abound Wealth Management
Tennessee
$5 – – –
EWP
223
Engrave Wealth Partners
Texas
– -$4.79M -47,597 Closed
EWA
224
Evolution Wealth Advisors
Florida
– -$4.42M -43,935 Closed
OMC
225
Old Mission Capital
Illinois
– -$2.87M -28,540 Closed
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9
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