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State Street Materials Select Sector SPDR ETF
XLB

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
701
RPG Investment Advisory
California
$27K – – –
HWMA
702
Heritage Wealth Management (Arizona)
Arizona
$26K +$26.7K +634 New
TFM
703
TFC Financial Management
Massachusetts
$25K – – –
FI
704
Financial Insights
Washington
$24.7K +$25.3K +600 New
DWMG
705
DB Wealth Management Group
California
$24K +$12.7K +302 +105%
LWM
706
Liberty Wealth Management
California
$24K +$25K +594 New
LB
707
Legacy Bridge
Iowa
$23K +$15.2K +360 +180%
AW
708
Avion Wealth
Texas
$21K – – –
BC
709
Barnett & Company
Tennessee
$21K – – –
SCA
710
Stonebridge Capital Advisors
Minnesota
$21K – – –
SMA
711
Sage Mountain Advisors
Georgia
$20K – – –
MM
712
Main Management
California
$19K – – –
FMII
713
Farmers & Merchants Investments Inc
Nebraska
$19K +$19.5K +462 New
HR
714
Howe & Rusling
New York
$18K -$1.26K -30 -6%
FCM
715
Firestone Capital Management
Florida
$18K – – –
PO
716
Private Ocean
California
$18K – – –
BWM
717
Baystate Wealth Management
Massachusetts
$17K +$84 +2 +0.5%
FCMT
718
Founders Capital Management (Texas)
Texas
$17K +$16.9K +402 New
CFA
719
Carroll Financial Associates
North Carolina
$16K -$103K -2,440 -86%
WT
720
Whittier Trust
California
$16K -$35.8K -850 -69%
IBOK
721
Independence Bank of Kentucky
Kentucky
$16K – – –
VNA
722
Valley National Advisers
Pennsylvania
$16K +$758 +18 +5%
KTC
723
Kistler-Tiffany Companies
Pennsylvania
$16K +$16.9K +400 New
TAM
724
Townsend Asset Management
North Carolina
$15K – – –
TFS
725
TrustCore Financial Services
Tennessee
$15K – – –
27 28
29
30 31