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State Street Real Estate Select Sector SPDR ETF
XLRE

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
526
AlphaStar Capital Management
North Carolina
$240K -$1.04M -24,908 -81%
BCWM
527
Bartlett & Co Wealth Management
Ohio
$239K – – –
CFA
528
Churchill Financial Advisors
Kentucky
$239K -$240K -5,734 -50%
PFW
529
Petros Family Wealth
Minnesota
$237K +$13.4K +319 +6%
PCFFS
530
Pacific Center for Financial Services
California
$234K -$2.42M -57,817 -91%
W
531
WorthPointe
California
$233K -$37.2K -887 -13%
RWA
532
Rooted Wealth Advisors
Illinois
$233K – – –
TWP
533
Tyche Wealth Partners
Texas
$233K +$2.1K +50 +0.9%
VCP
534
Verus Capital Partners
Arizona
$232K +$922 +22 +0.4%
TC
535
Trilogy Capital
California
$229K -$9.43K -225 -4%
NP
536
NorthRock Partners
Minnesota
$228K +$3.35K +80 +1%
CTI
537
Community Trust & Investment
Kentucky
$228K -$1.17K -28 -0.5%
NDSI
538
Newman Dignan & Sheerar Inc
Rhode Island
$227K +$1.55K +37 +0.7%
TA
539
TFB Advisors
Kansas
$227K – – –
WTC
540
WhitTier Trust Company
Nevada
$221K -$32.1K -767 -13%
SAM
541
Sequent Asset Management
Texas
$221K +$227K +5,419 New
DWM
542
DeLarme Wealth Management
California
$221K +$226K +5,403 New
AIM
543
Advyzon Investment Management
Illinois
$220K -$11.9K -284 -5%
PCWA
544
Pacific Capital Wealth Advisors
California
$220K – – –
VFP
545
Vilga Financial Planning
New Jersey
$220K +$2.43K +58 +1%
AF
546
Advisornet Financial
Minnesota
$219K +$9.14K +218 +4%
EFA
547
Evernest Financial Advisors
Indiana
$219K -$1.51K -36 -0.7%
FHC
548
First Horizon Corporation
Tennessee
$219K – – –
FCIM
549
Fairview Capital Investment Management
California
$219K +$225K +5,358 New
PWP
550
Prasad Wealth Partners
Ohio
$218K -$24.4K -582 -10%
20 21
22
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