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State Street Materials Select Sector SPDR ETF
XLB

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
851
Avion Wealth
Texas
$8K – – –
CFFP
852
Center for Financial Planning
Michigan
$7.7K – – –
MWM
853
Magnolia Wealth Management
Alabama
$7.59K +$7.62K +152 New
SFS
854
Sunrise Financial Services
Washington
$6.9K – – –
SWM
855
SHP Wealth Management
Massachusetts
$6.3K – – –
CWM
856
Copia Wealth Management
Oregon
$6.15K +$4.26K +85 +224%
VCM
857
Viewpoint Capital Management
Washington
$6K – – –
T
858
Tidemark
California
$6K +$6.02K +120 New
CPG
859
Cornerstone Planning Group
New Jersey
$5.93K +$5.77K +115 New
AG
860
AmeriFlex Group
Nevada
$5.9K – – –
MEG
861
Millstone Evans Group
Colorado
$5.5K – – –
OCM
862
Orion Capital Management
California
$5.35K – – –
CMP
863
Coston McIsaac & Partners
Maine
$5K – – –
ADL
864
Asset Dedication LLC
California
$4.85K +$1.86K +37 +62%
GCM
865
Gunpowder Capital Management
Maryland
$4.7K – – –
JFG
866
JDM Financial Group
Texas
$4.46K – – –
FGA
867
Fortis Group Advisors
New Jersey
$4.38K – – –
FPB
868
First PREMIER Bank
South Dakota
$4K – – –
BTD
869
BankPlus Trust Department
Mississippi
$3.8K – – –
MPW
870
MASECO Private Wealth
$3.8K -$56.7K -1,130 -94%
RS
871
Rakuten Securities
Japan
$3.65K -$100 -2 -3%
CW
872
Curio Wealth
Maryland
$3.65K +$1.96K +39 +115%
RFP
873
Root Financial Partners
California
$3.41K -$301 -6 -8%
JGIA
874
Jackson Grant Investment Advisers
Connecticut
$3.32K – – –
WCM
875
Weaver Capital Management
Georgia
$3.3K -$15.3K -305 -82%
33 34
35
36 37