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State Street Real Estate Select Sector SPDR ETF
XLRE

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
451
Robertson Stephens Wealth Management
California
$348K +$28.1K +683 +9%
DP
452
Dearborn Partners
Illinois
$346K +$77.9K +1,894 +28%
FWCM
453
Ferguson Wellman Capital Management
Oregon
$346K +$38.5K +935 +12%
KIG
454
Kessler Investment Group
Indiana
$342K +$1.03K +25 +0.3%
SWP
455
Stratos Wealth Partners
Ohio
$341K -$17.5K -425 -5%
AP
456
Americana Partners
Texas
$340K +$4.07K +99 +1%
CGFA
457
Colton Groome Financial Advisors
North Carolina
$338K +$344K +8,369 New
OSAM
458
O'Shaughnessy Asset Management
Connecticut
$335K +$43.9K +1,067 +15%
CA
459
CWC Advisors
Oregon
$330K +$45.1K +1,095 +15%
WANY
460
Wealthspire Advisors (New York)
New York
$330K -$289K -7,027 -46%
KA
461
Kovack Advisors
Florida
$325K +$331K +8,048 New
PTC
462
Private Trust Company
Ohio
$322K -$203K -4,924 -38%
OCA
463
OpenArc Corporate Advisory
Georgia
$321K +$327K +7,950 New
GVAG
464
Great Valley Advisor Group
Delaware
$318K +$117K +2,843 +57%
RW
465
RVW Wealth
California
$317K – – –
JPLA
466
Joseph P. Lucia & Associates
New York
$316K – – –
ST
467
Spinnaker Trust
Maine
$316K – – –
WHCI
468
W.H. Cornerstone Investments
Massachusetts
$315K -$219K -5,329 -41%
BRPW
469
Ballast Rock Private Wealth
South Carolina
$314K +$321K +7,791 New
SA
470
Sovran Advisors
California
$314K -$45.5K -1,106 -13%
PVI
471
Pine Valley Investments
New Jersey
$313K -$64.5K -1,568 -17%
MWM
472
Meridian Wealth Management
Kentucky
$312K +$318K +7,730 New
CA
473
Calton & Associates
Florida
$312K -$19K -461 -6%
PI
474
PFG Investments
New York
$310K -$4.57K -111 -1%
GM
475
GeoWealth Management
Illinois
$307K -$150K -3,646 -32%
17 18
19
20 21