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State Street Materials Select Sector SPDR ETF
XLB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
476
Prestige Wealth Management Group
New Jersey
$8K – – –
SIS
477
Sound Income Strategies
Florida
$8K – – –
BCM
478
Bourgeon Capital Management
Connecticut
$7K – – –
PS
479
Planned Solutions
California
$7K +$6.52K +210 New
AIM
480
Anchor Investment Management
South Carolina
$6.3K – – –
DAC
481
Dividend Assets Capital
South Carolina
$6K – – –
LB
482
Legacy Bridge
Iowa
$6K – – –
RG
483
Retirement Group
California
$6K – – –
SIA
484
SeaBridge Investment Advisors
New Jersey
$6K – – –
SWM
485
Selective Wealth Management
Virginia
$6K – – –
ZB
486
Zions Bancorporation
Utah
$6K +$5.9K +190 New
GWMIA
487
Global Wealth Management Investment Advisory
Florida
$5K – – –
OC
488
Oakworth Capital
Alabama
$5K – – –
PP
489
Pacifica Partners
Canada
$5K – – –
LWM
490
Liberty Wealth Management
California
$5K +$5.03K +162 New
PCA
491
Providence Capital Advisors
North Carolina
$5K +$5.28K +170 New
BAM
492
Bellevue Asset Management
Washington
$4K – – –
WB
493
West Bancorporation
Iowa
$4K – – –
EAM
494
Eukles Asset Management
Ohio
$4K +$2.3K +74 +206%
FHC
495
First Horizon Corporation
Tennessee
$4K +$4.1K +132 New
GI
496
Gradient Investments
Minnesota
$3K -$3.79K -122 -56%
HI
497
Hudock Inc
Pennsylvania
$3K – – –
JCM
498
Jacobi Capital Management
Pennsylvania
$3K +$62 +2 +2%
LAS
499
Lloyd Advisory Services
Georgia
$3K +$2.67K +86 New
JWM
500
Jeppson Wealth Management
California
$3K +$3.11K +100 New
18 19
20
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