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State Street Real Estate Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
301
Sheets Smith Wealth Management
North Carolina
$774K +$49.5K +1,274 +7%
HI
302
Harper Investing
California
$768K +$756K +19,433 New
TB
303
Treynor Bancshares
Iowa
$765K -$36.7K -943 -5%
LSPW
304
Lake Street Private Wealth
Illinois
$761K +$14.9K +383 +2%
FG
305
Fiduciary Group
Georgia
$760K +$68.7K +1,767 +10%
PCS
306
Personal CFO Solutions
New Jersey
$757K -$148K -3,813 -17%
BCM
307
Boltwood Capital Management
California
$757K -$52.3K -1,344 -7%
FNT
308
First National Trust
Pennsylvania
$750K +$2.92K +75 +0.4%
JGC
309
J. Goldman & Co
New York
$741K +$729K +18,750 New
IFAM
310
Institutional & Family Asset Management
Colorado
$741K -$9.8K -252 -1%
MC
311
Martin & Co
Tennessee
$740K -$16.8K -432 -2%
Bank of New York Mellon
312
Bank of New York Mellon
New York
$728K +$385K +9,910 +116%
FPAS
313
Focus Partners Advisor Solutions
Missouri
$726K +$134K +3,440 +23%
SPIA
314
Steward Partners Investment Advisory
New York
$724K -$26.6K -684 -4%
JWCA
315
J.W. Cole Advisors
Florida
$713K +$47.7K +1,226 +7%
HVIA
316
Hudson Valley Investment Advisors
New York
$706K +$35.8K +921 +5%
DL
317
DOHJ LLC
Washington
$704K +$692K +17,799 New
FFN
318
Focus Financial Network
Minnesota
$703K -$39.7K -1,021 -5%
SMWM
319
Silvia McColl Wealth Management
California
$701K +$6.53K +168 +0.9%
Renaissance Technologies
320
Renaissance Technologies
New York
$696K +$685K +17,600 New
GKWIM
321
Gerber Kawasaki Wealth & Investment Management
California
$695K -$189K -4,871 -22%
AWAP
322
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$687K +$34.8K +896 +5%
UFAC
323
Urban Financial Advisory Corp
Illinois
$684K -$5.37K -138 -0.8%
MAS
324
Meeder Advisory Services
Ohio
$681K +$12.1K +310 +2%
BWM
325
Birchcreek Wealth Management
Ohio
$670K +$2.26K +58 +0.3%