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State Street Materials Select Sector SPDR ETF
XLB

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
526
Secure Asset Management
Michigan
$366K +$10.2K +236 +3%
BMWM
527
Brown Miller Wealth Management
Virginia
$363K -$16.5K -382 -5%
SEP
528
Southland Equity Partners
Missouri
$363K +$346K +8,012 New
BWA
529
BDO Wealth Advisors
Florida
$362K -$13K -300 -4%
MAM
530
MMA Asset Management
Pennsylvania
$362K – – –
CG
531
Caprock Group
Idaho
$359K -$20.2K -468 -6%
WCM
532
Windham Capital Management
Massachusetts
$359K +$102K +2,364 +42%
JSL
533
JT Stratford LLC
Georgia
$354K +$338K +7,820 New
HIIFS
534
Harel Insurance Investments & Financial Services
Israel
$353K -$171K -3,968 -34%
SIM
535
Stratos Investment Management
Ohio
$351K -$15.5K -360 -4%
FANJ
536
Financial Architects (New Jersey)
New Jersey
$351K +$86 +2 +0%
PA
537
Pinnacle Associates
New York
$347K +$331K +7,660 New
AWA
538
Arkadios Wealth Advisors
Georgia
$346K +$29K +672 +10%
MA
539
MBA Advisors
Pennsylvania
$342K +$4.23K +98 +1%
LL
540
LPWM LLC
Minnesota
$341K – – –
PCA
541
Personal Capital Advisors
California
$340K -$20.1K -466 -6%
DADC
542
D.A. Davidson & Co
Montana
$339K -$1.55K -36 -0.5%
PFPT
543
Pinnacle Financial Partners (Tennessee)
Tennessee
$332K -$1.04K -24 -0.3%
WPW
544
Warther Private Wealth
Ohio
$331K – – –
UCFA
545
United Capital Financial Advisors
Texas
$331K +$24.4K +566 +8%
BPA
546
Beacon Pointe Advisors
California
$329K -$87.4K -2,024 -22%
SC
547
SouthState Corp
Florida
$328K -$15.1K -350 -5%
MMA
548
Miracle Mile Advisors
California
$328K +$76.9K +1,780 +33%
AWM
549
Aberdeen Wealth Management
Illinois
$326K – – –
GWM
550
Greenwich Wealth Management
Connecticut
$326K – – –
20 21
22
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