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State Street Real Estate Select Sector SPDR ETF
XLRE

Name Holding Trade Value Shares
Change 		Change in
Stake
UAS
226
United Asset Strategies
New York
$371K +$353K +9,392 New
JCM
227
Jacobi Capital Management
Pennsylvania
$368K +$334K +8,882 +1,996%
KAH
228
Kathryn A. Hall
$366K – – –
CTC
229
Central Trust Company
Missouri
$362K -$1.69K -45 -0.5%
ZIG
230
Zurich Insurance Group
Switzerland
$357K -$259K -6,900 -45%
PCFFS
231
Pacific Center for Financial Services
California
$357K +$250K +6,641 +277%
FNBOH
232
First National Bank of Hutchinson
Kansas
$353K +$31.6K +840 +10%
ZIG
233
Zuckerman Investment Group
Illinois
$351K +$334K +8,892 New
DWM
234
Denver Wealth Management
Colorado
$349K +$272K +7,225 New
BAM
235
Belpointe Asset Management
Nevada
$345K +$328K +8,718 New
FPGK
236
Financial Partners Group (Kansas)
Kansas
$341K +$2.33K +62 +0.7%
CFGS
237
Concourse Financial Group Securities
Alabama
$341K +$5.87K +156 +2%
CI
238
Conning Inc
Connecticut
$336K – – –
DADC
239
D.A. Davidson & Co
Montana
$336K +$3.5K +93 +1%
MAM
240
MMA Asset Management
Pennsylvania
$328K +$51.1K +1,360 +20%
TNB
241
TCF National Bank
South Dakota
$324K -$63.6K -1,690 -17%
EDRIA
242
Edmonds Duncan Registered Investment Advisors
Kansas
$324K – – –
NFG
243
Next Financial Group
Texas
$323K +$41.1K +1,092 +15%
RIA
244
Realta Investment Advisors
Delaware
$321K -$4.66K -124 -2%
PA
245
PFG Advisors
Arizona
$319K +$304K +8,077 New
SPC
246
Sigma Planning Corp
Michigan
$318K -$126K -3,342 -29%
CIA
247
Capital Investment Advisors
Georgia
$317K -$17.3K -461 -5%
ST
248
Spinnaker Trust
Maine
$314K – – –
CAM
249
Carret Asset Management
New York
$311K – – –
PT
250
Plimoth Trust
Massachusetts
$310K -$5.87K -156 -2%
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