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State Street Materials Select Sector SPDR ETF
XLB

Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
376
Glen Eagle Advisors
New Jersey
$160K +$24.6K +834 +19%
BWM
377
BerganKDV Wealth Management
Minnesota
$154K – – –
JSC
378
Jackson Square Capital
California
$147K +$142K +4,802 New
CT
379
Caldwell Trust
Florida
$146K +$141K +4,764 New
LWM
380
Lenox Wealth Management
Ohio
$142K -$42.4K -1,434 -24%
ATC
381
Adirondack Trust Company
New York
$131K – – –
PWMG
382
Prestige Wealth Management Group
New Jersey
$130K +$115K +3,884 +1,055%
MMG
383
Monetary Management Group
Missouri
$124K – – –
CCMW
384
Cypress Capital Management (Wyoming)
Wyoming
$123K – – –
MCM
385
Manchester Capital Management
Vermont
$122K – – –
APA
386
American Portfolios Advisors
New York
$121K +$59 +2 +0.1%
OPS
387
Orion Portfolio Solutions
Nebraska
$120K +$115K +3,904 New
RWA
388
Ropes Wealth Advisors
Massachusetts
$120K +$115K +3,908 New
HWM
389
HighMark Wealth Management
Minnesota
$119K +$115K +3,894 New
CFB
390
Cullen/Frost Bankers
Texas
$116K -$7.98K -270 -7%
BFO
391
Biltmore Family Office
North Carolina
$107K – – –
APW
392
Acima Private Wealth
Virginia
$106K +$5.5K +186 +6%
VCP
393
Verus Capital Partners
Arizona
$95K +$91.8K +3,106 New
BBPWM
394
Blue Bell Private Wealth Management
Pennsylvania
$86K – – –
FHA
395
Flagship Harbor Advisors
Massachusetts
$85K -$5.85K -198 -7%
PB
396
Pinnacle Bancorp
Nebraska
$83K – – –
WP
397
WealthShield Partners
North Carolina
$83K +$62.4K +2,112 +350%
BG
398
Bollard Group
Massachusetts
$79K +$414 +14 +0.5%
KPCM
399
Kings Point Capital Management
New York
$76K – – –
EWM
400
Endurance Wealth Management
Rhode Island
$75K – – –
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