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State Street Real Estate Select Sector SPDR ETF
XLRE

Name Holding Trade Value Shares
Change 		Change in
Stake
PNC
451
Park National Corp
Ohio
$411K -$351K -7,985 -46%
RWA
452
Roberts Wealth Advisors
California
$408K -$97.9K -2,226 -19%
DWM
453
Diversify Wealth Management
Utah
$404K +$5.85K +133 +2%
DAS
454
Diversify Advisory Services
Utah
$404K +$388K +8,820 New
TCM
455
TD Capital Management
Tennessee
$403K +$3.39K +77 +0.8%
KA
456
Kovack Advisors
Florida
$400K +$71.6K +1,628 +22%
AG
457
AlTi Global
New York
$395K +$394K +8,966 New
CL
458
CSS LLC
Illinois
$393K -$571K -12,980 -59%
CGFA
459
Colton Groome Financial Advisors
North Carolina
$393K +$62.7K +1,425 +19%
NECFA
460
New England Capital Financial Advisors
Connecticut
$392K +$1.5K +34 +0.4%
FNT
461
First National Trust
Pennsylvania
$391K -$5.72K -130 -1%
WS
462
Wedbush Securities
California
$389K +$21.2K +481 +6%
SWP
463
Stratos Wealth Partners
Ohio
$387K +$24.8K +563 +7%
SAM
464
Synergy Asset Management
Washington
$387K +$386K +8,788 New
VWA
465
Valued Wealth Advisors
Utah
$385K – – –
VWA
466
Visionary Wealth Advisors
Illinois
$380K -$80.1K -1,822 -17%
AAM
467
Aureus Asset Management
Massachusetts
$377K -$62.8K -1,428 -14%
RSWM
468
Robertson Stephens Wealth Management
California
$377K +$88 +2 +0%
XT
469
XTX Topco
Cayman Islands
$376K -$1M -22,757 -73%
HIM
470
Harbour Investment Management
Washington
$373K -$22K -500 -6%
VWA
471
VSM Wealth Advisory
Maryland
$372K +$19.6K +446 +6%
IA
472
IFP Advisors
Florida
$370K +$37.9K +863 +11%
RWM
473
Ritholtz Wealth Management
New York
$368K -$696K -15,817 -65%
PI
474
PFG Investments
New York
$366K +$10.5K +239 +3%
HT
475
Headlands Technologies
Illinois
$364K +$364K +8,271 New
17 18
19
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