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State Street Materials Select Sector SPDR ETF
XLB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
701
Core Alternative Capital
Georgia
$7K +$7.32K +176 New
ACM
702
Antonetti Capital Management
Florida
$7K +$7.65K +184 New
HA
703
Herold Advisors
New York
$7K +$8.31K +200 New
OSAM
704
O'Shaughnessy Asset Management
Connecticut
$6K – – –
CAAS
705
Capital Asset Advisory Services
Michigan
$6K +$6.32K +152 New
CWP
706
Concord Wealth Partners
Virginia
$5K -$1.91K -46 -27%
PP
707
Pacifica Partners
Canada
$5K -$1.66K -40 -25%
BAM
708
Bellevue Asset Management
Washington
$5K – – –
GAM
709
Gemmer Asset Management
California
$5K – – –
IWA
710
IBEX Wealth Advisors
New Jersey
$5K +$5.16K +124 New
TAM
711
Tucker Asset Management
Colorado
$4.77K – – –
EAM
712
Eukles Asset Management
Ohio
$4K – – –
MPCG
713
Matrix Private Capital Group
New York
$4K +$2.83K +68 +179%
SIAP
714
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4K +$3.91K +94 New
WFO
715
Wealthgate Family Office
Colorado
$4K +$4.57K +110 New
IPW
716
IronBridge Private Wealth
Texas
$3K -$7.73M -185,838 -100%
TRCT
717
Tower Research Capital (TRC)
New York
$3K -$2.46M -59,212 -100%
BU
718
BBVA USA
Alabama
$3K – – –
GWMIA
719
Global Wealth Management Investment Advisory
Florida
$3K – – –
M
720
MOTCO
Texas
$3K – – –
BWL
721
Bogart Wealth LLC
Virginia
$3K +$2.83K +68 New
JIR
722
James Investment Research
Ohio
$2K – – –
LPWM
723
Lake Point Wealth Management
Texas
$2K – – –
FCA
724
FinTrust Capital Advisors
South Carolina
$1K – – –
MA
725
Montag & Associates
Georgia
$1K – – –
27 28
29
30 31