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State Street Real Estate Select Sector SPDR ETF
XLRE

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
526
Sovereign Financial Group
Connecticut
$285K +$285K +6,471 New
UOTTAIMCU
527
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$284K – – –
AC
528
Apella Capital
Connecticut
$284K -$5.58K -127 -2%
CCFM
529
Clear Creek Financial Management
Washington
$284K – – –
CIC
530
Carnegie Investment Counsel
Ohio
$284K -$26.4K -600 -9%
CGA
531
Crescent Grove Advisors
Illinois
$284K – – –
WPP
532
Whalerock Point Partners
Rhode Island
$282K – – –
CWM
533
Collaborative Wealth Management
Florida
$278K -$10.1K -230 -4%
CFA
534
Churchill Financial Advisors
Kentucky
$278K +$20K +455 +8%
HPC
535
HM Payson & Co
Maine
$277K +$99.4K +2,260 +56%
LBC
536
Lowe Brockenbrough & Co
Virginia
$275K – – –
AF
537
Advisornet Financial
Minnesota
$275K +$38.5K +875 +16%
MCC
538
Money Concepts Capital
Florida
$275K +$274K +6,241 New
NC
539
NovaPoint Capital
Georgia
$274K +$274K +6,221 New
EAN
540
Excelsior Advisor Network
Colorado
$271K +$271K +6,154 New
KP
541
Keel Point
Alabama
$270K +$2.29K +52 +0.9%
VFG
542
Victory Financial Group
Texas
$267K +$267K +6,071 New
HWA
543
HHM Wealth Advisors
Tennessee
$267K – – –
BC
544
Barrett & Company
Rhode Island
$265K – – –
SEP
545
Southland Equity Partners
Missouri
$264K +$264K +5,995 New
MAS
546
Madden Advisory Services
Florida
$263K -$2.51K -57 -0.9%
PFW
547
Petros Family Wealth
Minnesota
$263K +$7.52K +171 +3%
SPWM
548
Straight Path Wealth Management
Michigan
$263K +$262K +5,965 New
MIC
549
Means Investment Company
Maine
$263K -$405K -9,210 -61%
DAS
550
Dynamic Advisor Solutions
Arizona
$262K +$262K +5,947 New
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