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State Street Materials Select Sector SPDR ETF
XLB

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
476
MMA Asset Management
Pennsylvania
$314K +$48.3K +1,280 +19%
CWM
477
Collaborative Wealth Management
Florida
$314K +$269K +7,128 New
CAM
478
CenterStar Asset Management
Illinois
$311K – – –
WP
479
WealthSource Partners
California
$311K +$9.81K +260 +3%
NCM
480
Novare Capital Management
North Carolina
$307K +$294K +7,790 New
GRP
481
Global Retirement Partners
California
$302K +$183K +4,854 +173%
AUB
482
Atlantic Union Bankshares
Virginia
$300K – – –
PFPT
483
Pinnacle Financial Partners (Tennessee)
Tennessee
$299K – – –
DADC
484
D.A. Davidson & Co
Montana
$299K +$16.5K +436 +6%
SEP
485
Southland Equity Partners
Missouri
$294K +$282K +7,470 New
RFC
486
Regions Financial Corp
Alabama
$293K +$281K +7,444 New
CG
487
Caprock Group
Idaho
$290K +$277K +7,354 New
CFGS
488
Concourse Financial Group Securities
Alabama
$288K +$119K +3,146 +76%
TCWA
489
Ten Capital Wealth Advisors
Washington
$287K – – –
LL
490
LPWM LLC
Minnesota
$285K – – –
AWM
491
Aberdeen Wealth Management
Illinois
$284K – – –
GWM
492
Greenwich Wealth Management
Connecticut
$283K – – –
VWA
493
Visionary Wealth Advisors
Illinois
$280K -$8.9K -236 -3%
AWM
494
Avitas Wealth Management
California
$277K -$4.38K -116 -2%
CWA
495
Centennial Wealth Advisory
Michigan
$277K +$266K +7,042 New
RG
496
Rikoon Group
New Mexico
$276K +$32.5K +860 +14%
AG
497
Appleton Group
Wisconsin
$274K -$7.39K -196 -3%
KA
498
Kovack Advisors
Florida
$274K +$32.3K +856 +14%
LFF
499
Level Four Financial
Texas
$273K -$30.8K -816 -11%
TC
500
Telemus Capital
Michigan
$268K -$7.55K -200 -3%
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