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State Street Materials Select Sector SPDR ETF
XLB

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
626
TFC Financial Management
Massachusetts
$24K – – –
GWMIA
627
Global Wealth Management Investment Advisory
Florida
$24K +$17K +450 +300%
HCM
628
Horrell Capital Management
Arkansas
$21K +$11.5K +306 +133%
SWM
629
Sugarloaf Wealth Management
Georgia
$21K +$27K +716 New
AW
630
Avion Wealth
Texas
$20K -$8.07K -214 -29%
BC
631
Barnett & Company
Tennessee
$20K – – –
CFB
632
Cullen/Frost Bankers
Texas
$20K – – –
SCA
633
Stonebridge Capital Advisors
Minnesota
$20K +$19.6K +520 New
SMA
634
Sage Mountain Advisors
Georgia
$19K – – –
TA
635
Tectonic Advisors
Texas
$19K – – –
HR
636
Howe & Rusling
New York
$18K – – –
MM
637
Main Management
California
$18K – – –
PO
638
Private Ocean
California
$18K +$16.8K +446 New
FCM
639
Firestone Capital Management
Florida
$17K – – –
TAIM
640
TD Ameritrade Investment Management
Nebraska
$17K – – –
VBCG
641
Valley Brook Capital Group
Pennsylvania
$17K +$75 +2 +0.5%
IBOK
642
Independence Bank of Kentucky
Kentucky
$16K – – –
BWM
643
Baystate Wealth Management
Massachusetts
$16K +$75 +2 +0.5%
TCWM
644
Total Clarity Wealth Management
Illinois
$16K +$15.1K +400 New
TFS
645
TrustCore Financial Services
Tennessee
$15K -$19.8K -526 -59%
VNA
646
Valley National Advisers
Pennsylvania
$15K – – –
JGIA
647
Jackson Grant Investment Advisers
Connecticut
$15K +$75 +2 +0.5%
COCM
648
Charter Oak Capital Management
New Hampshire
$14K -$1.89K -50 -13%
WAS
649
Winch Advisory Services
Wisconsin
$14K – – –
QCG
650
Quadrant Capital Group
Ohio
$14K +$13.1K +348 New
24 25
26
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