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State Street Real Estate Select Sector SPDR ETF
XLRE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
651
Pursuit Wealth Strategies
North Carolina
$49.8K -$4.75K -108 -9%
TCWA
652
Turtle Creek Wealth Advisors
Texas
$49K – – –
GWS
653
Greykasell Wealth Strategies
California
$48.8K – – –
WSFS
654
Wilmington Savings Fund Society
Delaware
$46.8K +$3.74K +85 +9%
APFP
655
Action Point Financial Planning
Michigan
$43.6K +$43.6K +991 New
PK
656
Pflug Koory
Nebraska
$43.6K +$44 +1 +0.1%
BWM
657
Bullock Wealth Management
Indiana
$41.9K +$41.7K +948 New
CWP
658
Clark Wealth Partners
Illinois
$41.3K – – –
MA
659
Montag & Associates
Georgia
$40.5K -$1.54K -35 -4%
FDCDDQ
660
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.2K – – –
BTI
661
Blue Trust Inc
Georgia
$40.1K -$15.2K -346 -28%
PF
662
PlanVest Financial
Maryland
$38.4K +$5.98K +136 +18%
AW
663
Avion Wealth
Texas
$36K +$264 +6 +0.7%
CG
664
Curat Global
New Hampshire
$35.2K – – –
HAP
665
Harbor Asset Planning
Massachusetts
$35K -$8.44K -192 -19%
SWA
666
SOA Wealth Advisors
New York
$34.6K -$12.4K -281 -26%
CA
667
Clearstead Advisors
Ohio
$33.6K – – –
EWM
668
Evermay Wealth Management
Virginia
$33.1K – – –
TCM
669
Triumph Capital Management
Colorado
$32.2K -$4.49K -102 -12%
BAM
670
Byrne Asset Management
New Jersey
$31.4K -$88 -2 -0.3%
AW
671
Ankerstar Wealth
Texas
$30.2K – – –
S
672
SignatureFD
Georgia
$29.9K -$220 -5 -0.7%
WB
673
Webster Bank
Connecticut
$29.8K – – –
EWA
674
EverSource Wealth Advisors
Alabama
$29.2K -$14.5K -330 -33%
B
675
Bayban
Minnesota
$29K – – –
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