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State Street Financial Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
451
Lionsbridge Wealth Management
Florida
$3.57M -$269K -5,567 -7%
KA
452
Kovack Advisors
Florida
$3.57M +$406K +8,404 +13%
RPGNY
453
Retirement Planning Group (New York)
New York
$3.56M +$3.56M +73,616 New
RIA
454
Regal Investment Advisors
Michigan
$3.53M +$1.07M +22,223 +44%
EWM
455
Evercore Wealth Management
New York
$3.53M -$73.7K -1,525 -2%
UCFA
456
United Capital Financial Advisors
Texas
$3.53M -$247K -5,099 -7%
FAIM
457
Financial Advocates Investment Management
Washington
$3.52M +$821K +16,980 +30%
FDW
458
Fourth Dimension Wealth
Ohio
$3.51M +$3.5M +72,448 New
BOPW
459
Brandywine Oak Private Wealth
Pennsylvania
$3.51M -$12.4K -257 -0.4%
JWA
460
JFS Wealth Advisors
Pennsylvania
$3.51M +$5.66K +117 +0.2%
CW
461
Channel Wealth
California
$3.51M +$3.01M +62,239 +604%
CPA
462
Capital Planning Advisors
California
$3.5M +$3.51M +72,490 New
UBP
463
Union Bancaire Privee
Switzerland
$3.5M +$3.48M +71,995 New
MCM
464
MontVue Capital Management
Virginia
$3.48M -$26.4K -546 -0.8%
FA
465
Fagan Associates
New York
$3.48M -$87.4K -1,808 -2%
PCA
466
Peddock Capital Advisors
Massachusetts
$3.47M +$41.2K +853 +1%
TB
467
Treynor Bancshares
Iowa
$3.45M -$136K -2,812 -4%
USCWA
468
U.S. Capital Wealth Advisors
Texas
$3.45M +$2.75M +56,835 +389%
Allspring Global Investments
469
Allspring Global Investments
North Carolina
$3.45M -$2.15M -44,455 -38%
CWM
470
Cornerstone Wealth Management
Missouri
$3.43M +$92.9K +1,922 +3%
BWM
471
BigSur Wealth Management
Florida
$3.43M
GRP
472
Global Retirement Partners
California
$3.4M +$335K +6,919 +11%
WIA
473
World Investment Advisors
California
$3.35M +$1.68M +34,649 +100%
QFA
474
Quattro Financial Advisors
Texas
$3.35M +$806K +16,661 +33%
EAM
475
Everstar Asset Management
North Carolina
$3.33M +$67.4K +1,394 +2%