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State Street Materials Select Sector SPDR ETF
XLB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
551
Condor Capital Management
New Jersey
$263K -$9.46K -220 -4%
WCM
552
WealthBridge Capital Management
Ohio
$262K +$13.3K +310 +6%
BSB
553
Bangor Savings Bank
Maine
$259K +$96.7K +2,248 +68%
MWM
554
Massachusetts Wealth Management
Massachusetts
$258K – – –
PA
555
Parallel Advisors
California
$256K +$51.8K +1,204 +28%
CT
556
Caldwell Trust
Florida
$256K +$31.2K +726 +15%
JIC
557
Johnson Investment Counsel
Ohio
$252K +$946 +22 +0.4%
GT
558
Greenleaf Trust
Michigan
$251K -$4.3K -100 -2%
SIA
559
Soltis Investment Advisors
Utah
$251K +$18.4K +428 +9%
MOS
560
MGO One Seven
Ohio
$250K -$5.93K -138 -2%
CCB
561
Country Club Bank
Missouri
$249K -$24.7K -574 -10%
AP
562
Appleton Partners
Massachusetts
$246K -$130K -3,030 -36%
AWM
563
Accel Wealth Management
Iowa
$241K +$516 +12 +0.2%
CWA
564
Clearview Wealth Advisors
Oregon
$240K +$223K +5,174 New
CFG
565
Clayton Financial Group
Missouri
$239K +$221K +5,150 New
PT
566
Plimoth Trust
Massachusetts
$239K -$18.8K -438 -8%
MC
567
Moors & Cabot
Massachusetts
$239K -$31K -720 -12%
MCCA
568
Mill Creek Capital Advisors
Pennsylvania
$238K – – –
BOSSRA
569
B.O.S.S. Retirement Advisors
Utah
$238K -$3.44K -80 -1%
JWA
570
JFS Wealth Advisors
Pennsylvania
$236K +$5.08K +118 +2%
DA
571
DCM Advisors
New York
$236K – – –
SW
572
SVB Wealth
Massachusetts
$236K +$219K +5,084 New
OWA
573
Opal Wealth Advisors
New York
$236K -$17.1K -398 -7%
VWA
574
Visionary Wealth Advisors
Illinois
$235K -$214K -4,978 -50%
CICC
575
Capital Investment Counsel (Colorado)
Colorado
$235K +$217K +5,050 New
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23
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