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State Street Real Estate Select Sector SPDR ETF
XLRE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
576
Modera Wealth Management
New Jersey
$238K +$237K +5,396 New
VCP
577
Verus Capital Partners
Arizona
$237K -$13.4K -305 -5%
SA
578
Sovran Advisors
California
$237K -$45.5K -1,034 -17%
WTC
579
WhitTier Trust Company
Nevada
$236K -$2.07K -47 -0.9%
MFWP
580
Mosaic Family Wealth Partners
Missouri
$235K – – –
FPW
581
Fairvoy Private Wealth
Alabama
$235K -$37.9K -863 -14%
FHC
582
First Horizon Corporation
Tennessee
$232K -$3.69K -84 -2%
AIM
583
Advyzon Investment Management
Illinois
$232K -$5.14K -117 -2%
RWA
584
Rooted Wealth Advisors
Illinois
$232K +$1.76K +40 +0.8%
PWP
585
Prasad Wealth Partners
Ohio
$229K -$6.6K -150 -3%
VAS
586
Vestmark Advisory Solutions
Massachusetts
$229K -$792 -18 -0.3%
IA
587
IF Advisors
Texas
$227K +$226K +5,148 New
BAMG
588
Brand Asset Management Group
Missouri
$225K +$6.64K +151 +3%
4WM
589
49 Wealth Management
Texas
$224K +$224K +5,097 New
A
590
Alongside
Texas
$224K +$224K +5,097 New
KWM
591
KFG Wealth Management
Indiana
$223K -$8.71K -198 -4%
EWS
592
Evergreen Wealth Solutions
Pennsylvania
$222K +$217K +4,926 New
MFA
593
Millington Financial Advisors
Illinois
$221K +$1.1K +25 +0.5%
SG
594
StoneX Group
New York
$220K – – –
NW
595
NewEdge Wealth
Pennsylvania
$218K +$218K +4,950 New
TBC
596
Ted Buchan & Co
California
$211K +$210K +4,782 New
SSA
597
Schonfeld Strategic Advisors
New York
$210K +$210K +4,775 New
FEM
598
Fulcrum Equity Management
Texas
$210K +$209K +4,763 New
PCMM
599
Piedmont Capital Management (Montana)
Montana
$209K +$208K +4,720 New
SYBT
600
Stock Yards Bank & Trust
Kentucky
$208K -$8.4K -191 -4%
22 23
24
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