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State Street Materials Select Sector SPDR ETF
XLB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
351
Callan Family Office
Pennsylvania
$619K – – –
IAIM
352
International Assets Investment Management
Florida
$619K – – –
TAM
353
Tocqueville Asset Management
New York
$615K – – –
EFA
354
Evernest Financial Advisors
Indiana
$612K +$7.33K +162 +1%
KPWS
355
Kestra Private Wealth Services
Texas
$610K -$30.5K -674 -5%
MYIA
356
Mount Yale Investment Advisors
Colorado
$609K +$51.7K +1,144 +9%
VAS
357
Vestmark Advisory Solutions
Massachusetts
$603K +$609K +13,460 New
JWA
358
JFS Wealth Advisors
Pennsylvania
$601K +$384K +8,488 +172%
RT
359
Rockland Trust
Massachusetts
$597K +$7.5K +166 +1%
GFPC
360
Global Financial Private Client
Florida
$594K +$362 +8 +0.1%
SWP
361
Stratos Wealth Partners
Ohio
$591K +$41.9K +926 +8%
FT
362
Fiduciary Trust
Massachusetts
$590K – – –
MMG
363
Monetary Management Group
Missouri
$583K -$9.04K -200 -2%
3AM
364
3EDGE Asset Management
Florida
$581K +$92.5K +2,046 +19%
BC
365
Bricktown Capital
Michigan
$580K – – –
ACM
366
Arlington Capital Management
Illinois
$573K +$579K +12,798 New
SC
367
SouthState Corp
Florida
$570K – – –
FIM
368
Freedom Investment Management
Connecticut
$567K -$1.19M -26,370 -68%
EAM
369
Empirical Asset Management
Massachusetts
$566K +$10.1K +224 +2%
BONH
370
Bank of New Hampshire
New Hampshire
$559K -$45.7K -1,010 -7%
AF
371
Apexium Financial
Texas
$540K -$18.6K -412 -3%
IDA
372
Intelligence Driven Advisers
California
$538K – – –
CFB
373
Cullen/Frost Bankers
Texas
$537K +$6.69K +148 +1%
BB
374
Burford Brothers
Texas
$535K +$16.3K +360 +3%
FSBI
375
Fearless Solutions (Best Invest)
Texas
$534K +$2.71K +60 +0.5%
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15
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