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State Street Materials Select Sector SPDR ETF
XLB

Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
576
One Charles Private Wealth Services
Massachusetts
$234K +$8.17K +190 +4%
MIA
577
MMBG Investment Advisors
Florida
$232K – – –
CWM
578
Cornerstone Wealth Management
Missouri
$232K +$86 +2 +0%
PI
579
PFG Investments
New York
$231K +$214K +4,978 New
DLHL
580
Donald L. Hagan LLC
Florida
$229K -$238K -5,528 -53%
SWP
581
Strategic Wealth Partners
Ohio
$226K +$209K +4,866 New
GHAM
582
Gilman Hill Asset Management
Connecticut
$223K – – –
WWM
583
Waterway Wealth Management
Texas
$223K +$206K +4,800 New
WFA
584
Wade Financial Advisory
California
$222K +$205K +4,774 New
RJT
585
Raymond James Trust
Florida
$219K +$202K +4,706 New
XT
586
XTX Topco
Cayman Islands
$219K +$202K +4,706 New
LNB
587
Ledyard National Bank
$217K -$4.3K -100 -2%
VA
588
Valmark Advisers
Ohio
$215K +$199K +4,634 New
NCM
589
NCM Capital Management
New Jersey
$215K -$2.15K -50 -1%
JFGIW
590
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$214K +$198K +4,610 New
KFGK
591
Keystone Financial Group (Kentucky)
Kentucky
$213K +$197K +4,590 New
FNBT
592
FineMark National Bank & Trust
Florida
$213K +$197K +4,582 New
SFG
593
Summit Financial Group
West Virginia
$213K -$43.2K -1,004 -18%
AEPWM
594
Atlantic Edge Private Wealth Management
Florida
$211K -$6.45K -150 -3%
KLCM
595
KG&L Capital Management
Louisiana
$210K +$194K +4,512 New
SF
596
Summit Financial
New Jersey
$207K +$192K +4,462 New
WHCI
597
W.H. Cornerstone Investments
Massachusetts
$207K +$191K +4,452 New
LW
598
Linscomb Wealth
Texas
$207K -$11.9K -276 -6%
MA
599
MKT Advisors
California
$207K +$194K +4,512 New
FCH
600
Freestone Capital Holdings
Washington
$206K +$191K +4,436 New
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