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State Street Real Estate Select Sector SPDR ETF
XLRE

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
501
Wilmington Savings Fund Society
Delaware
$328K +$309K +7,340 New
FNT
502
First National Trust
Pennsylvania
$326K -$431K -10,227 -58%
FNBT
503
FineMark National Bank & Trust
Florida
$323K -$11.7K -278 -4%
BF
504
BOK Financial
Oklahoma
$319K -$274K -6,500 -47%
AC
505
Avestar Capital
New York
$316K – – –
SBIA
506
Sheaff Brock Investment Advisors
Indiana
$314K +$9.56K +227 +3%
MWM
507
Modern Wealth Management
Kansas
$313K +$42 +1 +0%
RWA
508
River Wealth Advisors
Pennsylvania
$309K -$155K -3,679 -35%
GFPC
509
Global Financial Private Client
Florida
$308K +$284K +6,745 +4,652%
BCWM
510
Bartlett & Co Wealth Management
Ohio
$308K – – –
KW
511
KWB Wealth
California
$303K -$801 -19 -0.2%
CF
512
Centaurus Financial
California
$301K +$6.83K +162 +2%
BCP
513
Berkeley Capital Partners
Georgia
$298K +$281K +6,680 New
TWA
514
Tandem Wealth Advisors
Arizona
$296K +$969 +23 +0.3%
MOS
515
MGO One Seven
Ohio
$293K +$47.2K +1,120 +21%
PT
516
Plimoth Trust
Massachusetts
$292K -$51.7K -1,228 -16%
CGA
517
Crescent Grove Advisors
Illinois
$288K – – –
WPP
518
Whalerock Point Partners
Rhode Island
$286K – – –
SWA
519
Strata Wealth Advisors
Texas
$286K +$270K +6,400 New
TA
520
TFB Advisors
Kansas
$284K +$33.9K +805 +15%
FFA
521
Florida Financial Advisors
Florida
$281K +$265K +6,293 New
RWA
522
Rooted Wealth Advisors
Illinois
$280K -$30.4K -721 -10%
EPM
523
Elm Partners Management
Pennsylvania
$280K +$264K +6,261 New
GFA
524
Gallagher Fiduciary Advisors
Illinois
$280K -$103K -2,449 -28%
PI
525
PFG Investments
New York
$279K +$6.49K +154 +3%
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