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State Street Materials Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNC
576
Lincoln National Corp
Pennsylvania
$215K +$201K +5,026 New
MIA
577
MMBG Investment Advisors
Florida
$214K +$200K +5,000 New
CWM
578
Cornerstone Wealth Management
Missouri
$213K -$39.3K -984 -16%
JWA
579
JFS Wealth Advisors
Pennsylvania
$213K +$560 +14 +0.3%
LSA
580
L & S Advisors
California
$213K +$199K +4,972 New
SIA
581
Soltis Investment Advisors
Utah
$213K +$199K +4,968 New
OCPWS
582
One Charles Private Wealth Services
Massachusetts
$207K +$194K +4,842 New
EMAM
583
Encompass More Asset Management
California
$206K +$193K +4,818 New
GHAM
584
Gilman Hill Asset Management
Connecticut
$205K +$192K +4,800 New
CT
585
Caldwell Trust
Florida
$205K -$37.6K -940 -16%
LNB
586
Ledyard National Bank
$204K +$191K +4,766 New
T. Rowe Price Associates
587
T. Rowe Price Associates
Maryland
$203K +$190K +4,742 New
LW
588
Linscomb Wealth
Texas
$202K +$189K +4,726 New
BWP
589
Balboa Wealth Partners
Arizona
$201K -$145K -3,634 -44%
AEPWM
590
Atlantic Edge Private Wealth Management
Florida
$201K +$188K +4,700 New
NCM
591
NCM Capital Management
New Jersey
$200K +$187K +4,680 New
SC
592
SouthState Corp
Florida
$192K +$2.32K +58 +1%
PA
593
Parallel Advisors
California
$185K -$165K -4,136 -49%
FUBT
594
First United Bank & Trust
Maryland
$179K +$167K +4,176 New
OC
595
Oakworth Capital
Alabama
$178K -$10K -250 -6%
CA
596
Clearstead Advisors
Ohio
$177K +$17.2K +430 +12%
Jones Financial Companies
597
Jones Financial Companies
Missouri
$168K +$24.5K +612 +18%
NP
598
NorthRock Partners
Minnesota
$166K +$155K +3,880 New
CT
599
Cambridge Trust
Massachusetts
$165K -$89.2K -2,230 -37%
CIM
600
Contravisory Investment Management
Massachusetts
$163K -$720 -18 -0.5%