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State Street Materials Select Sector SPDR ETF
XLB

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
226
WealthSource Partners
California
$536K -$57.7K -2,000 -10%
SFS
227
Sowell Financial Services
Arkansas
$534K +$530K +18,368 New
ST
228
Spinnaker Trust
Maine
$516K – – –
IFWM
229
Institute for Wealth Management
Colorado
$510K +$307K +10,660 +155%
FAAS
230
First Allied Advisory Services
California
$499K -$135K -4,678 -22%
CWM
231
Chesapeake Wealth Management
Virginia
$499K +$17.1K +594 +4%
EIP
232
Ellis Investment Partners
Pennsylvania
$495K -$357K -12,394 -42%
KIG
233
Kessler Investment Group
Indiana
$494K -$493K -17,112 -50%
GT
234
Glenmede Trust
Pennsylvania
$491K – – –
ST
235
Sabal Trust
Florida
$491K +$486K +16,868 New
6M
236
6 Meridian
Kansas
$476K -$577 -20 -0.1%
JFGIW
237
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$471K -$50.7K -1,758 -10%
HF
238
HRT Financial
New York
$471K +$467K +16,194 New
BCWM
239
Bartlett & Co Wealth Management
Ohio
$470K -$43K -1,492 -8%
BC
240
Bartlett & Co
Ohio
$470K -$43K -1,492 -8%
TPSF
241
Texas Permanent School Fund
Texas
$464K +$203K +7,046 +79%
BSW
242
Buckingham Strategic Wealth
Missouri
$458K -$116K -4,024 -20%
SWP
243
Stratos Wealth Partners
Ohio
$456K -$11.9K -412 -3%
SWA
244
Stratos Wealth Advisors
Ohio
$449K -$27.9K -966 -6%
C
245
Cerebellum
California
$447K +$88.7K +3,078 +25%
CP
246
Camelot Portfolios
Ohio
$446K -$36K -1,248 -8%
IP
247
Intellectus Partners
California
$443K – – –
OC
248
Oppenheimer & Co
New York
$438K -$95.8K -3,322 -18%
DIM
249
Delta Investment Management
California
$429K +$426K +14,776 New
AG
250
Appleton Group
Wisconsin
$417K -$3.75K -130 -0.9%
8 9
10
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