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State Street Real Estate Select Sector SPDR ETF
XLRE

Name Holding Trade Value Shares
Change 		Change in
Stake
PCWA
526
Pacific Capital Wealth Advisors
California
$282K +$300K +6,933 New
FUBT
527
First United Bank & Trust
Maryland
$281K -$60.7K -1,402 -17%
BJL
528
Brighton Jones LLC
Washington
$279K +$297K +6,864 New
SAM
529
Sherman Asset Management
California
$279K +$297K +6,855 New
FFA
530
Florida Financial Advisors
Florida
$278K +$24K +554 +9%
M
531
MATAURO
New York
$277K +$295K +6,809 New
SW
532
SMART Wealth
Nebraska
$276K -$1.59M -36,742 -84%
PT
533
Plimoth Trust
Massachusetts
$273K +$7.44K +172 +3%
HC
534
Henshaw Capital
Massachusetts
$271K +$289K +6,675 New
WSFS
535
Wilmington Savings Fund Society
Delaware
$269K -$30.9K -715 -10%
NC
536
NovaPoint Capital
Georgia
$265K +$17.9K +413 +7%
GFA
537
Gallagher Fiduciary Advisors
Illinois
$264K +$10.4K +241 +4%
LSAG
538
Lake Street Advisors Group
New Hampshire
$264K +$10.2K +235 +4%
CGA
539
Crescent Grove Advisors
Illinois
$262K – – –
WPP
540
Whalerock Point Partners
Rhode Island
$260K – – –
IA
541
Intellus Advisors
Florida
$260K +$276K +6,382 New
ACM
542
Arlington Capital Management
Illinois
$255K -$95K -2,196 -26%
MAS
543
Madden Advisory Services
Florida
$254K +$433 +10 +0.2%
KI
544
Kapitalo Investimentos
Brazil
$251K +$267K +6,170 New
CAC
545
Core Alternative Capital
Georgia
$249K +$265K +6,120 New
ACA
546
Atlas Capital Advisors
Wyoming
$248K -$221K -5,097 -46%
KWM
547
Keebeck Wealth Management
Illinois
$245K – – –
AIA
548
Ally Invest Advisors
North Carolina
$245K +$23.8K +549 +10%
BC
549
Barrett & Company
Rhode Island
$244K +$2.25K +52 +0.9%
TA
550
TFB Advisors
Kansas
$243K -$16.7K -387 -6%
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