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State Street Real Estate Select Sector SPDR ETF
XLRE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
376
Alta Wealth Advisors
Massachusetts
$314K +$22.3K +604 +8%
SWM
377
Stockman Wealth Management
Montana
$314K -$1.84K -50 -0.6%
ANTB
378
AMG National Trust Bank
Colorado
$312K -$6.12K -166 -2%
GFA
379
Gallagher Fiduciary Advisors
Illinois
$309K -$7.64K -207 -2%
MBTD
380
Mechanics Bank - Trust Department
California
$296K -$57.3K -1,553 -17%
CT
381
Caldwell Trust
Florida
$296K +$4.54K +123 +2%
ST
382
Spinnaker Trust
Maine
$295K – – –
WTG
383
West Tower Group
Virginia
$290K +$284K +7,687 New
LWANC
384
Laurel Wealth Advisors (North Carolina)
North Carolina
$289K -$14.8K -402 -5%
ATPW
385
Ashton Thomas Private Wealth
Arizona
$280K -$192K -5,200 -41%
CGA
386
Crescent Grove Advisors
Illinois
$278K – – –
HCC
387
Hirtle Callaghan & Co
Pennsylvania
$270K – – –
GVAG
388
Great Valley Advisor Group
Delaware
$269K -$21.3K -577 -7%
TWA
389
Talisman Wealth Advisors
New Jersey
$269K +$263K +7,136 New
CWM
390
Castle Wealth Management
Florida
$268K -$204K -5,531 -44%
RJT
391
Raymond James Trust
Florida
$266K – – –
LRWA
392
Long Run Wealth Advisors
New York
$263K -$1.02M -27,555 -80%
BWM
393
Baron Wealth Management
Michigan
$263K -$9.89K -268 -4%
USCWA
394
U.S. Capital Wealth Advisors
Texas
$262K +$257K +6,960 New
SBIA
395
Sheaff Brock Investment Advisors
Indiana
$262K +$74 +2 +0%
VWM
396
Venturi Wealth Management
Texas
$259K -$324K -8,785 -56%
AG
397
Appleton Group
Wisconsin
$258K +$28.2K +764 +13%
UCFA
398
United Capital Financial Advisors
Texas
$248K -$174K -4,711 -42%
SC
399
Sierra Capital
Florida
$247K +$2.36K +64 +1%
IFG
400
Independent Financial Group
California
$245K -$26K -706 -10%
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