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State Street Real Estate Select Sector SPDR ETF
XLRE

Name Holding Trade Value Shares
Change 		Change in
Stake
RMAM
301
Raab & Moskowitz Asset Management
New Jersey
$58K +$58.7K +1,518 New
CFG
302
Citizens Financial Group
Rhode Island
$54K – – –
TFGT
303
TS Financial Group (TSFG)
Illinois
$50K +$27.8K +718 +127%
DY
304
Dowling & Yahnke
California
$48K +$48.5K +1,253 New
APC
305
Aspire Private Capital
North Carolina
$47K -$6.05M -156,425 -99%
GT
306
Glenmede Trust
Pennsylvania
$44K +$3.25K +84 +8%
CCM
307
Covington Capital Management
California
$43K – – –
WT
308
Whittier Trust
California
$40K -$30.1K -779 -43%
CHAM
309
Clear Harbor Asset Management
Connecticut
$38.7K +$38.7K +1,000 New
1IA
310
1834 Investment Advisors
Wisconsin
$38K -$6.11K -158 -14%
CAC
311
Certified Advisory Corp
Florida
$38K +$2.79K +72 +8%
SF
312
Synovus Financial
Georgia
$37K +$39 +1 +0.1%
EP
313
Eudaimonia Partners
Tennessee
$37K +$36.7K +949 New
CAAS
314
Capital Asset Advisory Services
Michigan
$36K +$33.9K +876 New
RIA
315
Realta Investment Advisors
Delaware
$32K +$26.7K +690 +595%
SFG
316
Sowa Financial Group
Rhode Island
$32K +$32.3K +835 New
GFPC
317
Global Financial Private Client
Florida
$31.9K +$32K +826 New
TWA
318
TCI Wealth Advisors
Arizona
$31K +$7.39K +191 +31%
PFGIA
319
Patriot Financial Group Insurance Agency
Massachusetts
$30K -$890 -23 -3%
RMC
320
Resources Management Corp
Connecticut
$29K – – –
FANJ
321
Financial Architects (New Jersey)
New Jersey
$28K -$3.1K -80 -10%
BFC
322
Bedel Financial Consulting
Indiana
$28K – – –
CFA
323
Carroll Financial Associates
North Carolina
$27K – – –
GWMIA
324
Global Wealth Management Investment Advisory
Florida
$27K – – –
BG
325
Bollard Group
Massachusetts
$26K +$271 +7 +1%
11 12
13
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