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State Street Materials Select Sector SPDR ETF
XLB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
376
Signet Financial Management
New Jersey
$194K +$189K +6,408 New
JFGIW
377
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$184K +$5.89K +200 +3%
BSG
378
Black Swift Group
Colorado
$182K +$177K +6,000 New
EDRH
379
Edmond de Rothschild Holding
Switzerland
$179K -$136K -4,610 -44%
MFW
380
Mosaic Family Wealth
Missouri
$179K +$174K +5,924 New
SBL
381
Sargent Bickham Lagudis
Colorado
$170K +$50.1K +1,702 +44%
TCOV
382
Trust Company of Vermont
Vermont
$164K +$1K +34 +0.6%
TAT
383
TD Ameritrade Trust
Colorado
$147K +$648 +22 +0.5%
AWA
384
Acorn Wealth Advisors
Michigan
$146K +$137K +4,666 New
EWM
385
Endurance Wealth Management
Rhode Island
$144K -$8.83K -300 -6%
C
386
Cerebellum
California
$130K +$127K +4,306 New
ACM
387
AUA Capital Management
Pennsylvania
$127K – – –
TFS
388
TrustCore Financial Services
Tennessee
$123K +$120K +4,066 New
MCM
389
Manchester Capital Management
Vermont
$120K – – –
GRP
390
Global Retirement Partners
California
$111K +$62.8K +2,134 +140%
PG
391
Patten Group
Tennessee
$104K -$7.65K -260 -7%
MMG
392
Monetary Management Group
Missouri
$104K – – –
CA
393
Crewe Advisors
Utah
$104K +$101K +3,422 New
IWM
394
IHT Wealth Management
Illinois
$97K – – –
PA
395
Parallel Advisors
California
$93K – – –
VCM
396
Versant Capital Management
Arizona
$92K – – –
WAM
397
Wealthspire Advisors (Maryland)
Maryland
$91K – – –
GFP
398
Gryphon Financial Partners
Ohio
$91K +$88.3K +3,000 New
MPPLM
399
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$91K +$88.8K +3,016 New
BBPWM
400
Blue Bell Private Wealth Management
Pennsylvania
$84K – – –
14 15
16
17 18