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State Street Financial Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WBG
351
Wharton Business Group
Pennsylvania
$3.1M +$845K +26,310 +41%
WPW
352
Waldron Private Wealth
Pennsylvania
$3.1M +$4.95K +154 +0.2%
KWM
353
Kingsview Wealth Management
Oregon
$3.1M +$2.89M +89,870 New
EIP
354
Ellis Investment Partners
Pennsylvania
$3.08M +$1.38M +42,974 +91%
Kovitz Investment Group Partners
355
Kovitz Investment Group Partners
Illinois
$3.06M +$5.3K +165 +0.2%
DS
356
DRW Securities
Illinois
$3.04M +$2.61M +81,410 +1,043%
PCM
357
Poehling Capital Management
Wisconsin
$3.01M +$130K +4,058 +5%
SAM
358
Synergy Asset Management
Washington
$2.99M +$2.82M +87,922 New
SFS
359
Sowell Financial Services
Arkansas
$2.99M +$229K +7,128 +10%
ACP
360
Aveo Capital Partners
Colorado
$2.96M +$1.67M +51,869 +148%
GVAG
361
Great Valley Advisor Group
Delaware
$2.95M +$585K +18,199 +27%
RJT
362
Raymond James Trust
Florida
$2.95M +$65.5K +2,040 +2%
AWM
363
Atticus Wealth Management
Florida
$2.9M -$614K -19,111 -18%
RBA
364
Richard Bernstein Advisors
New York
$2.89M +$124K +3,876 +5%
FDCDDQ
365
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.85M +$137K +4,277 +5%
MWM
366
Meridian Wealth Management
Kentucky
$2.84M +$854K +26,602 +47%
QA
367
Quantitative Advantage
Minnesota
$2.84M +$226K +7,038 +9%
LWAC
368
Laurel Wealth Advisors (California)
California
$2.81M -$1.16M -36,014 -30%
BO
369
BRR OpCo
Ohio
$2.81M -$77.2K -2,404 -3%
VWA
370
V Wealth Advisors
Kansas
$2.78M +$2.62M +81,593 New
NA
371
NewEdge Advisors
Louisiana
$2.77M +$69.5K +2,165 +3%
JWCA
372
J.W. Cole Advisors
Florida
$2.77M +$1.6M +49,830 +159%
CAS
373
Cascadia Advisory Services
Oregon
$2.75M +$2.59M +80,788 New
SB
374
Simmons Bank
Arkansas
$2.75M -$20.4K -635 -0.8%
MAM
375
Marquette Asset Management
Minnesota
$2.75M