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State Street Communication Services Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
326
Financial Advocates Investment Management
Washington
$620K -$585K -8,227 -49%
WA
327
Winfield Associates
Ohio
$610K -$52.6K -740 -8%
EWA
328
EP Wealth Advisors
California
$599K +$51.6K +725 +10%
CC
329
Constitution Capital
Connecticut
$593K +$65.8K +925 +13%
OCPWS
330
One Charles Private Wealth Services
Massachusetts
$578K +$348K +4,893 +163%
CTB
331
Country Trust Bank
Illinois
$568K +$135K +1,896 +32%
TI
332
tru Independence
Oregon
$558K +$541K +7,607 New
BAM
333
Belpointe Asset Management
Nevada
$554K +$158K +2,226 +42%
LDFR
334
Lehman & Derafelo Financial Resources
Pennsylvania
$552K +$536K +7,535 New
GFPC
335
Global Financial Private Client
Florida
$552K +$24K +337 +5%
SCA
336
Sage Capital Advisors
South Dakota
$549K
TNB
337
TCF National Bank
South Dakota
$543K -$5.34K -75 -1%
SIM
338
Sterling Investment Management
Arizona
$538K -$31.5K -443 -6%
ISL
339
Ingalls & Snyder LLC
New York
$537K +$1.92K +27 +0.4%
Deutsche Bank
340
Deutsche Bank
Germany
$519K +$149K +2,089 +42%
SW
341
SVB Wealth
Massachusetts
$516K -$119K -1,670 -19%
SPFA
342
Summit Place Financial Advisors
New Jersey
$510K -$350K -4,925 -41%
KFS
343
Kaizen Financial Strategies
California
$508K -$369K -5,182 -43%
LSPW
344
Lake Street Private Wealth
Illinois
$508K +$569 +8 +0.1%
SFA
345
Source Financial Advisors
New York
$503K +$1.56K +22 +0.3%
FNBOH
346
First National Bank of Hutchinson
Kansas
$500K +$485K +6,820 New
Northwestern Mutual Wealth Management
347
Northwestern Mutual Wealth Management
Wisconsin
$497K +$40.3K +566 +9%
DCM
348
Donaldson Capital Management
Indiana
$497K +$483K +6,783 New
GSC
349
Ground Swell Capital
South Carolina
$492K +$478K +6,717 New
CWM
350
Collaborative Wealth Management
Florida
$492K +$509K +7,157 New