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State Street Real Estate Select Sector SPDR ETF
XLRE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
601
Pinnacle Wealth Planning Services
Ohio
$62.6K – – –
KCM
602
KM Capital Management
Texas
$62.1K +$58.8K +1,404 New
RFP
603
Root Financial Partners
California
$60K +$61.1K +1,459 +14,590%
TFGT
604
TS Financial Group (TSFG)
Illinois
$59K +$168 +4 +0.3%
AWM
605
Angeles Wealth Management
California
$58.8K +$53.5K +1,277 +783%
MWM
606
Mosley Wealth Management
California
$54.3K +$54K +1,289 New
VCM
607
Viewpoint Capital Management
Washington
$53K -$251 -6 -0.5%
GI
608
GAMMA Investing
California
$51.7K +$30.8K +735 +138%
BFP
609
Birchwood Financial Partners
Minnesota
$51.4K +$335 +8 +0.6%
BTI
610
Blue Trust Inc
Georgia
$51.3K -$9.97K -238 -16%
PWS
611
Pursuit Wealth Strategies
North Carolina
$50.6K +$210 +5 +0.4%
PWAM
612
Private Wealth Asset Management
Iowa
$49.4K – – –
TBFA
613
Three Bearings Fiduciary Advisors
New Hampshire
$47.8K -$4.28K -102 -8%
ETC
614
Exchange Traded Concepts
Oklahoma
$47.4K +$45.3K +1,082 +1,353%
TCWA
615
Turtle Creek Wealth Advisors
Texas
$45.4K +$46.6K +1,112 New
GWS
616
Greykasell Wealth Strategies
California
$45.3K – – –
BSB
617
Bangor Savings Bank
Maine
$44.1K +$8.05K +192 +22%
SWA
618
SOA Wealth Advisors
New York
$43.6K -$19.7K -471 -31%
EWA
619
EverSource Wealth Advisors
Alabama
$40.5K – – –
PK
620
Pflug Koory
Nebraska
$40.3K +$84 +2 +0.2%
HAP
621
Harbor Asset Planning
Massachusetts
$40.3K +$251 +6 +0.6%
WSFS
622
Wilmington Savings Fund Society
Delaware
$40K – – –
MA
623
Montag & Associates
Georgia
$39K -$43.4K -1,035 -52%
CWP
624
Clark Wealth Partners
Illinois
$38.3K – – –
FDCDDQ
625
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.3K – – –
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25
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