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State Street Materials Select Sector SPDR ETF
XLB

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
376
Aveo Capital Partners
Colorado
$548K +$576K +13,172 New
FHA
377
First Horizon Advisors
Tennessee
$544K -$16.9K -386 -3%
EFA
378
Evernest Financial Advisors
Indiana
$543K +$29.5K +676 +6%
GM
379
GeoWealth Management
Illinois
$539K +$41.1K +940 +8%
BB
380
Burford Brothers
Texas
$539K -$44.9K -1,028 -8%
IFA
381
Interactive Financial Advisors
Illinois
$534K +$18.2K +416 +3%
EAM
382
Empirical Asset Management
Massachusetts
$531K -$17.2K -394 -3%
JCM
383
Jacobi Capital Management
Pennsylvania
$525K +$533K +12,208 New
DAS
384
Dynamic Advisor Solutions
Arizona
$525K +$533K +12,202 New
TAM
385
Tocqueville Asset Management
New York
$518K – – –
IA
386
IMZ Advisory
Florida
$517K -$1.27M -29,084 -71%
BAM
387
Belpointe Asset Management
Nevada
$514K -$67.8K -1,552 -11%
FSBI
388
Fearless Solutions (Best Invest)
Texas
$511K +$204K +4,658 +64%
PSB
389
Piscataqua Savings Bank
New Hampshire
$511K -$13.8K -316 -3%
MG
390
Mather Group
Illinois
$508K +$10.9K +250 +2%
PIA
391
Perennial Investment Advisors
California
$507K +$110K +2,518 +27%
1L
392
10Elms LLP
Oklahoma
$503K +$33.2K +760 +7%
TVM
393
True Vision MN
Minnesota
$501K +$250K +5,714 +96%
VRM
394
Vectors Research Management
New York
$498K -$344K -7,872 -40%
AWA
395
Arkadios Wealth Advisors
Georgia
$495K +$60.3K +1,380 +14%
PFPT
396
Pinnacle Financial Partners (Tennessee)
Tennessee
$494K -$78.7K -1,802 -14%
GHA
397
GW Henssler & Associates
Georgia
$493K -$9.63M -220,408 -95%
APF
398
Alaska Permanent Fund
Alaska
$491K – – –
UCFA
399
United Capital Financial Advisors
Texas
$489K -$50K -1,144 -9%
BOPW
400
Brandywine Oak Private Wealth
Pennsylvania
$489K -$9.35K -214 -2%
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16
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