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State Street Real Estate Select Sector SPDR ETF
XLRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
451
Carlson Financial
Oregon
$349K +$356K +8,641 New
RSWM
452
Robertson Stephens Wealth Management
California
$348K +$28.1K +683 +9%
DP
453
Dearborn Partners
Illinois
$346K +$77.9K +1,894 +28%
FWCM
454
Ferguson Wellman Capital Management
Oregon
$346K +$38.5K +935 +12%
KIG
455
Kessler Investment Group
Indiana
$342K +$1.03K +25 +0.3%
SWP
456
Stratos Wealth Partners
Ohio
$341K -$17.5K -425 -5%
AP
457
Americana Partners
Texas
$340K +$4.07K +99 +1%
CGFA
458
Colton Groome Financial Advisors
North Carolina
$338K +$344K +8,369 New
OSAM
459
O'Shaughnessy Asset Management
Connecticut
$335K +$43.9K +1,067 +15%
CA
460
CWC Advisors
Oregon
$330K +$45.1K +1,095 +15%
WANY
461
Wealthspire Advisors (New York)
New York
$330K -$289K -7,027 -46%
KA
462
Kovack Advisors
Florida
$325K +$331K +8,048 New
PTC
463
Private Trust Company
Ohio
$322K -$203K -4,924 -38%
OCA
464
OpenArc Corporate Advisory
Georgia
$321K +$327K +7,950 New
GVAG
465
Great Valley Advisor Group
Delaware
$318K +$117K +2,843 +57%
RW
466
RVW Wealth
California
$317K – – –
JPLA
467
Joseph P. Lucia & Associates
New York
$316K – – –
ST
468
Spinnaker Trust
Maine
$316K – – –
WHCI
469
W.H. Cornerstone Investments
Massachusetts
$315K -$219K -5,329 -41%
BRPW
470
Ballast Rock Private Wealth
South Carolina
$314K +$321K +7,791 New
SA
471
Sovran Advisors
California
$314K -$45.5K -1,106 -13%
PVI
472
Pine Valley Investments
New Jersey
$313K -$64.5K -1,568 -17%
MWM
473
Meridian Wealth Management
Kentucky
$312K +$318K +7,730 New
CA
474
Calton & Associates
Florida
$312K -$19K -461 -6%
PI
475
PFG Investments
New York
$310K -$4.57K -111 -1%
17 18
19
20 21