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State Street Materials Select Sector SPDR ETF
XLB

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
826
SVB Wealth
Massachusetts
– -$129K -2,990 Closed
SIM
827
Synergy Investment Management
Florida
– -$70K -1,628 Closed
CA
828
Continuum Advisory
Idaho
– -$64.3K -1,496 Closed
TIM
829
Tortoise Investment Management
New York
– -$37.8K -880 Closed
PA
830
PSI Advisors
Florida
– -$37.7K -878 Closed
WP
831
WealthShield Partners
North Carolina
– -$31.8K -740 Closed
CFO
832
CVA Family Office
Colorado
– -$30.6K -712 Closed
WT
833
Washington Trust
Rhode Island
– -$25.4K -592 Closed
ABWM
834
Alpine Bank Wealth Management
Colorado
– -$19.6K -456 Closed
MSFP
835
Mark Sheptoff Financial Planning
Connecticut
– -$12.9K -300 Closed
AF
836
Atala Financial
California
– -$11.9K -276 Closed
AT
837
Avalon Trust
New Mexico
– -$6.96K -162 Closed
NI
838
NCP Inc
California
– -$6.65K -154 Closed
BFPW
839
BOK Financial Private Wealth
Colorado
– -$6.02K -140 Closed
TCM
840
TruNorth Capital Management
Michigan
– -$5.59K -130 Closed
CAM
841
Costello Asset Management
Pennsylvania
– -$5.16K -120 Closed
BFS
842
Burkett Financial Services
South Carolina
– -$4.32K -100 Closed
GWSA
843
Global Wealth Strategies & Associates
Colorado
– -$3.78K -88 Closed
HPC
844
HM Payson & Co
Maine
– -$3.44K -80 Closed
WA
845
WPG Advisers
Maryland
– -$2.18K -50 Closed
CAWM
846
Capital A Wealth Management
Pennsylvania
– -$1.63K -38 Closed
SWA
847
SOA Wealth Advisors
New York
– -$1.03K -24 Closed
RCA
848
Runnymede Capital Advisors
Ohio
– -$860 -20 Closed
T
849
Tidemark
California
– -$860 -20 Closed
RCM
850
Richardson Capital Management
Wisconsin
– -$430 -10 Closed
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