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State Street Real Estate Select Sector SPDR ETF
XLRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
651
Continuum Advisory
Idaho
$50.9K +$50.8K +1,156 New
PS
652
Planning Strategies
Pennsylvania
$50.5K +$50.4K +1,147 New
IAIM
653
International Assets Investment Management
Florida
$50.2K -$257K -5,843 -84%
PWS
654
Pursuit Wealth Strategies
North Carolina
$49.8K -$4.75K -108 -9%
TCWA
655
Turtle Creek Wealth Advisors
Texas
$49K – – –
GWS
656
Greykasell Wealth Strategies
California
$48.8K – – –
WSFS
657
Wilmington Savings Fund Society
Delaware
$46.8K +$3.74K +85 +9%
APFP
658
Action Point Financial Planning
Michigan
$43.6K +$43.6K +991 New
PK
659
Pflug Koory
Nebraska
$43.6K +$44 +1 +0.1%
BWM
660
Bullock Wealth Management
Indiana
$41.9K -$282K -6,407 -87%
CWP
661
Clark Wealth Partners
Illinois
$41.3K – – –
MA
662
Montag & Associates
Georgia
$40.5K -$1.54K -35 -4%
FDCDDQ
663
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.2K – – –
BTI
664
Blue Trust Inc
Georgia
$40.1K -$15.2K -346 -28%
PF
665
PlanVest Financial
Maryland
$38.4K +$5.98K +136 +18%
AW
666
Avion Wealth
Texas
$36K +$264 +6 +0.7%
CG
667
Curat Global
New Hampshire
$35.2K – – –
HAP
668
Harbor Asset Planning
Massachusetts
$35K -$8.44K -192 -19%
SWA
669
SOA Wealth Advisors
New York
$34.6K -$12.4K -281 -26%
CA
670
Clearstead Advisors
Ohio
$33.6K – – –
EWM
671
Evermay Wealth Management
Virginia
$33.1K – – –
TCM
672
Triumph Capital Management
Colorado
$32.2K -$4.49K -102 -12%
BAM
673
Byrne Asset Management
New Jersey
$31.4K -$88 -2 -0.3%
AW
674
Ankerstar Wealth
Texas
$30.2K – – –
S
675
SignatureFD
Georgia
$29.9K -$220 -5 -0.7%
25 26
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28 29