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State Street Real Estate Select Sector SPDR ETF
XLRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
451
Caldwell Trust
Florida
$313K -$1.05K -27 -0.3%
ST
452
Spinnaker Trust
Maine
$309K – – –
VWM
453
Venturi Wealth Management
Texas
$309K -$443K -11,399 -59%
MGW
454
MB Generational Wealth
Washington
$309K -$237K -6,105 -79%
FPGK
455
Financial Partners Group (Kansas)
Kansas
$308K -$87.4K -2,248 -22%
BJL
456
Brighton Jones LLC
Washington
$307K +$303K +7,778 New
RC
457
Rovin Capital
Arizona
$306K -$121K -3,119 -29%
FNBOH
458
First National Bank of Hutchinson
Kansas
$306K – – –
CWP
459
Concord Wealth Partners
Virginia
$305K -$60.9K -1,565 -17%
PWM
460
Perigon Wealth Management
California
$305K +$2.14K +55 +0.7%
FGA
461
Fortis Group Advisors
New Jersey
$301K +$297K +7,625 New
SW
462
SVB Wealth
Massachusetts
$298K -$64.1K -1,648 -18%
AIP
463
Almanack Investment Partners
Pennsylvania
$297K -$15K -386 -5%
FNBT
464
FineMark National Bank & Trust
Florida
$297K +$292K +7,519 New
EMAM
465
Encompass More Asset Management
California
$296K -$52K -1,336 -15%
BAM
466
Belpointe Asset Management
Nevada
$292K +$287K +7,381 New
CGA
467
Crescent Grove Advisors
Illinois
$292K – – –
SLC
468
Second Line Capital
Louisiana
$288K -$65.6K -1,686 -19%
RJT
469
Raymond James Trust
Florida
$281K +$70.1K +1,803 +34%
MWM
470
Modern Wealth Management
Kansas
$277K -$8.09K -208 -3%
FA
471
Flagstar Advisors
New York
$276K +$1.75K +45 +0.6%
BFC
472
Blue Fin Capital
Rhode Island
$276K +$15.4K +397 +6%
NL
473
NWAM LLC
Washington
$276K +$286K +7,366 New
KWM
474
Keebeck Wealth Management
Illinois
$275K -$21.5K -554 -7%
SBIA
475
Sheaff Brock Investment Advisors
Indiana
$275K +$39 +1 +0%
17 18
19
20 21