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State Street Communication Services Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
551
Perigon Wealth Management
California
$621K -$83.5K -968 -12%
EPM
552
Elm Partners Management
Pennsylvania
$617K +$69.4K +805 +13%
FCI
553
Financial Counselors Inc
Kansas
$616K +$10.3K +120 +2%
JA
554
JVL Associates
Michigan
$613K -$52.2K -605 -8%
AWM
555
Activest Wealth Management
Florida
$612K +$485K +5,627 +493%
CT
556
Caldwell Trust
Florida
$612K +$57.2K +663 +11%
PWMAG
557
Pinnacle Wealth Management Advisory Group
New Jersey
$609K – – –
WJWM
558
Williams Jones Wealth Management
New York
$609K -$13.3K -154 -2%
BB
559
Busey Bank
Illinois
$598K +$2.41K +28 +0.4%
DWS
560
Dynamic Wealth Strategies
California
$597K -$1.9K -22 -0.3%
MWP
561
Madison Wealth Partners
Wisconsin
$596K +$569K +6,597 New
ARC
562
Advisor Resource Council
Texas
$591K +$564K +6,538 New
FTWA
563
Fifth Third Wealth Advisors
Ohio
$590K +$127K +1,468 +29%
Wellington Management Group
564
Wellington Management Group
Massachusetts
$589K +$561K +6,512 New
WS
565
Wedbush Securities
California
$584K +$4.31K +50 +0.8%
RPGK
566
Retirement Planning Group (Kansas)
Kansas
$576K +$19.2K +223 +4%
GFG
567
Greystone Financial Group
Michigan
$575K +$604 +7 +0.1%
BHWM
568
Beaird Harris Wealth Management
Texas
$572K +$546K +6,329 New
OAM
569
Occidental Asset Management
California
$564K -$4.01M -46,472 -88%
MA
570
MKT Advisors
California
$562K +$29.7K +344 +6%
IWM
571
Iams Wealth Management
Nebraska
$562K +$536K +6,215 New
SWA
572
Stratos Wealth Advisors
Ohio
$561K +$91.8K +1,065 +21%
CCM
573
Cullen Capital Management
New York
$560K -$20.5M -237,310 -97%
MOS
574
MGO One Seven
Ohio
$560K +$112K +1,303 +27%
MC
575
Moors & Cabot
Massachusetts
$551K +$79.6K +923 +18%