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State Street Real Estate Select Sector SPDR ETF
XLRE

Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
501
Harvest Group Wealth Management
Massachusetts
$51K -$7.66M -171,845 -99%
SJIM
502
St. Johns Investment Management
Florida
$51K -$7.4K -166 -12%
MIM
503
MTM Investment Management
South Carolina
$48K +$2.23K +50 +5%
WPWM
504
Western Pacific Wealth Management
Illinois
$46K +$134 +3 +0.3%
CCM
505
Covington Capital Management
California
$46K +$32K +718 +172%
AAP
506
Arax Advisory Partners
Colorado
$46K +$50.2K +1,125 New
VVP
507
Venture Visionary Partners
Ohio
$39.6K +$43.2K +969 New
VWM
508
Valley Wealth Managers
New Jersey
$38K +$41.7K +936 New
BFG
509
Baron Financial Group
New Jersey
$33.7K -$4.19K -94 -10%
ACA
510
Aptus Capital Advisors
Alabama
$30K -$9.32K -209 -22%
EWM
511
Evermay Wealth Management
Virginia
$30K +$31.9K +715 +3,575%
BWL
512
Bogart Wealth LLC
Virginia
$29K -$16.6M -372,499 -100%
SIA
513
SkyView Investment Advisors
New Jersey
$29K -$13.4K -300 -30%
SWM
514
Selective Wealth Management
Virginia
$28K +$11.3K +253 +58%
NIC
515
Northwest Investment Counselors
Oregon
$26K – – –
TFA
516
Toth Financial Advisory
Virginia
$26K +$28.7K +644 New
GWMIA
517
Global Wealth Management Investment Advisory
Florida
$25K – – –
HIA
518
Harbor Investment Advisory
Maryland
$24K -$11.8K -265 -31%
GM
519
GeoWealth Management
Illinois
$24K -$892 -20 -3%
BG
520
Bollard Group
Massachusetts
$23K +$178 +4 +0.7%
CAC
521
Core Alternative Capital
Georgia
$22K – – –
CPFP
522
Clear Perspectives Financial Planning
Ohio
$21K -$13.4K -300 -37%
GEA
523
Glen Eagle Advisors
New Jersey
$20.6K +$14.6K +327 +186%
MWM
524
Mascoma Wealth Management
New Hampshire
$19K +$401 +9 +2%
CHA
525
Carmichael Hill & Associates
Maryland
$19K +$11.6K +261 +129%
19 20
21
22 23