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State Street Financial Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
226
Envestnet Portfolio Solutions
Illinois
$11.1M +$2.19M +41,424 +25%
HVIA
227
Hudson Valley Investment Advisors
New York
$11M +$481K +9,082 +5%
CWM
228
Chicago Wealth Management
Illinois
$10.9M +$131K +2,472 +1%
YC
229
Yarbrough Capital
Tennessee
$10.8M
AWA
230
Arkadios Wealth Advisors
Georgia
$10.7M -$873K -16,479 -8%
HCA
231
Harbor Capital Advisors
Illinois
$10.7M +$4.72M +89,094 +81%
Allianz Asset Management
232
Allianz Asset Management
Germany
$10.4M +$10.3M +193,700 New
SCA
233
Snowden Capital Advisors
New York
$10.3M +$132K +2,491 +1%
CGA
234
Crescent Grove Advisors
Illinois
$9.99M +$53 +1 +0%
CAM
235
Cresset Asset Management
Illinois
$9.97M +$75.6K +1,427 +0.8%
VDI
236
Vaughan David Investments
Illinois
$9.78M +$1.35M +25,442 +16%
KWA
237
Kingswood Wealth Advisors
California
$9.75M +$5.34M +100,728 +125%
WGS
238
Washington Growth Strategies
District of Columbia
$9.7M -$1.48K -28 -0%
RAM
239
Readystate Asset Management
Illinois
$9.7M +$9.54M +180,000 New
ACS
240
Archford Capital Strategies
Illinois
$9.69M -$262K -4,943 -3%
JE
241
JMAC Enterprises
Pennsylvania
$9.67M +$92.5K +1,745 +1%
UAS
242
United Asset Strategies
New York
$9.5M -$283K -5,337 -3%
CWMG
243
Compass Wealth Management (Georgia)
Georgia
$9.5M +$568K +10,714 +6%
MIA
244
MMBG Investment Advisors
Florida
$9.49M -$1.21M -22,900 -12%
NAM
245
NTV Asset Management
West Virginia
$9.4M +$176K +3,315 +2%
PCP
246
Perbak Capital Partners
United Kingdom
$9.4M -$11.4M -215,961 -55%
NSIM
247
North Star Investment Management
Illinois
$9.39M -$4.24K -80 -0%
BEI
248
Benjamin Edwards Inc
Missouri
$9.36M -$231K -4,365 -2%
JFG
249
Jefferies Financial Group
New York
$9.35M +$2.22M +41,880 +32%
LG
250
Leuthold Group
Minnesota
$9.33M -$1.23M -23,235 -12%