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State Street Materials Select Sector SPDR ETF
XLB

Name Holding Trade Value Shares
Change 		Change in
Stake
EFA
401
Evernest Financial Advisors
Indiana
$551K -$22.9K -502 -4%
CWM
402
Cranbrook Wealth Management
Michigan
$538K -$2.1K -46 -0.4%
CFD
403
Creative Financial Designs
Indiana
$537K -$56.5K -1,238 -10%
BA
404
Bristlecone Advisors
Washington
$536K – – –
IFWM
405
Institute for Wealth Management
Colorado
$530K +$547 +12 +0.1%
WCM
406
Windsor Capital Management
Arizona
$526K +$182 +4 +0%
MCM
407
MV Capital Management
Maryland
$523K – – –
WP
408
WMS Partners
Maryland
$523K +$11.9K +260 +2%
RFN
409
Redwood Financial Network
Ohio
$523K +$456 +10 +0.1%
BCMO
410
Buckingham Capital Management (Ohio)
Ohio
$523K – – –
SWA
411
Stratos Wealth Advisors
Ohio
$522K -$212K -4,656 -30%
LCWP
412
Legacy Capital Wealth Partners
Arkansas
$521K +$206K +4,512 +72%
FNBOH
413
First National Bank of Hutchinson
Kansas
$514K – – –
CPP
414
Capasso Planning Partners
South Carolina
$511K – – –
HH
415
Hilltop Holdings
Texas
$511K -$68.4K -1,500 -12%
SF
416
Synovus Financial
Georgia
$497K +$115K +2,526 +32%
WS
417
Wedbush Securities
California
$492K -$45.7K -1,002 -9%
RFO
418
RiverGlades Family Offices
Florida
$482K +$41.5K +910 +10%
UFF
419
USA Financial Formulas
Michigan
$477K +$34K +746 +8%
CCS
420
Concentric Capital Strategies
Connecticut
$474K +$449K +9,842 New
PTC
421
Private Trust Company
Ohio
$474K -$54.5K -1,196 -11%
WPC
422
Wedmont Private Capital
Pennsylvania
$468K +$182 +4 +0%
NWA
423
Navis Wealth Advisors
New York
$467K – – –
TCA
424
Transcend Capital Advisors
New Jersey
$467K -$142K -3,124 -24%
AFG
425
Atomi Financial Group
New York
$466K -$24.7K -542 -5%
15 16
17
18 19