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State Street Real Estate Select Sector SPDR ETF
XLRE

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
526
Bartlett & Co Wealth Management
Ohio
$239K – – –
CFA
527
Churchill Financial Advisors
Kentucky
$239K -$240K -5,734 -50%
PFW
528
Petros Family Wealth
Minnesota
$237K +$13.4K +319 +6%
PCFFS
529
Pacific Center for Financial Services
California
$234K -$2.42M -57,817 -91%
W
530
WorthPointe
California
$233K -$37.2K -887 -13%
RWA
531
Rooted Wealth Advisors
Illinois
$233K – – –
TWP
532
Tyche Wealth Partners
Texas
$233K +$2.1K +50 +0.9%
VCP
533
Verus Capital Partners
Arizona
$232K +$922 +22 +0.4%
TC
534
Trilogy Capital
California
$229K -$9.43K -225 -4%
NP
535
NorthRock Partners
Minnesota
$228K +$3.35K +80 +1%
CTI
536
Community Trust & Investment
Kentucky
$228K -$1.17K -28 -0.5%
NDSI
537
Newman Dignan & Sheerar Inc
Rhode Island
$227K +$1.55K +37 +0.7%
TA
538
TFB Advisors
Kansas
$227K – – –
WTC
539
WhitTier Trust Company
Nevada
$221K -$32.1K -767 -13%
SAM
540
Sequent Asset Management
Texas
$221K +$227K +5,419 New
DWM
541
DeLarme Wealth Management
California
$221K +$226K +5,403 New
AIM
542
Advyzon Investment Management
Illinois
$220K -$11.9K -284 -5%
PCWA
543
Pacific Capital Wealth Advisors
California
$220K – – –
VFP
544
Vilga Financial Planning
New Jersey
$220K +$2.43K +58 +1%
AF
545
Advisornet Financial
Minnesota
$219K +$9.14K +218 +4%
EFA
546
Evernest Financial Advisors
Indiana
$219K -$1.51K -36 -0.7%
FHC
547
First Horizon Corporation
Tennessee
$219K – – –
FCIM
548
Fairview Capital Investment Management
California
$219K +$225K +5,358 New
PWP
549
Prasad Wealth Partners
Ohio
$218K -$24.4K -582 -10%
MFWP
550
Mosaic Family Wealth Partners
Missouri
$218K +$224K +5,345 New
20 21
22
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