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State Street Financial Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
401
Comprehensive Wealth Management
Washington
$4.76M +$559K +10,483 +14%
FWA
402
FOCUS Wealth Advisors
Texas
$4.74M +$361K +6,777 +9%
CWP
403
Capital Wealth Planning
Florida
$4.72M +$188K +3,523 +4%
IWAO
404
Independence Wealth Advisors (Ohio)
Ohio
$4.71M +$4.58M +85,943 New
M&T Bank
405
M&T Bank
New York
$4.71M +$703K +13,195 +18%
DWM
406
Darwin Wealth Management
Florida
$4.69M +$94.3K +1,770 +2%
IWMWV
407
Ironwood Wealth Management (West Virginia)
West Virginia
$4.66M -$83.3K -1,563 -2%
Pictet Asset Management
408
Pictet Asset Management
Switzerland
$4.65M
EP
409
Edgestream Partners
New Jersey
$4.61M +$4.48M +84,079 New
KCM
410
Kennicott Capital Management
California
$4.6M +$14.1K +265 +0.3%
CHC
411
City Holding Co
West Virginia
$4.6M +$49.3K +925 +1%
CA
412
Clearstead Advisors
Ohio
$4.58M -$315K -5,917 -7%
JWCA
413
J.W. Cole Advisors
Florida
$4.58M +$97.2K +1,825 +1%
CFB
414
Cullen/Frost Bankers
Texas
$4.58M +$848K +15,914 +24%
PEA
415
Park Edge Advisors
Ohio
$4.57M +$2.33M +43,775 +110%
CWG
416
Cornerstone Wealth Group
North Carolina
$4.57M +$2.39M +44,863 +117%
BCMIO
417
Beacon Capital Management Inc (Ohio)
Ohio
$4.56M -$2M -37,589 -31%
BPA
418
Beacon Pointe Advisors
California
$4.55M +$351K +6,579 +9%
APW
419
Acima Private Wealth
Virginia
$4.5M
JPLA
420
Joseph P. Lucia & Associates
New York
$4.48M +$306K +5,736 +8%
GRP
421
Global Retirement Partners
California
$4.47M -$1.06M -19,946 -20%
IWP
422
Innova Wealth Partners
Pennsylvania
$4.46M -$168K -3,157 -4%
CSPIA
423
Cary Street Partners Investment Advisory
Virginia
$4.4M +$4.18M +78,466 +4,269%
FT
424
Fiduciary Trust
Massachusetts
$4.39M +$67.6K +1,268 +2%
FMTCOCP
425
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.32M -$44.5K -836 -1%