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State Street Financial Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
501
Avior Wealth Management
Nebraska
$54K +$242 +12 +0.5%
Thrivent Financial for Lutherans
502
Thrivent Financial for Lutherans
Minnesota
$54K +$53.8K +2,666 New
WOC
503
West Oak Capital
California
$52.5K
FMII
504
Farmers & Merchants Investments Inc
Nebraska
$51K -$2.14K -106 -4%
EFSCE
505
Enterprise Financial Services Corp (EFSC)
Missouri
$46K
KPCM
506
Kings Point Capital Management
New York
$46K
HPBT
507
High Point Bank & Trust
North Carolina
$42K
MAM
508
Meeder Asset Management
Ohio
$42K +$6.26K +310 +17%
CFA
509
Carroll Financial Associates
North Carolina
$36K
FWM
510
Focused Wealth Management
New York
$36K
WF
511
WealthTrust Fairport
Ohio
$36K
KT
512
Kanaly Trust
Texas
$35K
BIM
513
BlackRock Investment Management
Delaware
$30K -$122K -6,050 -80%
BC
514
Bartlett & Co
Ohio
$28K -$28.7K -1,424 -51%
LWM
515
LBA Wealth Management
Florida
$28K
SFSIG
516
San Francisco Sentry Investment Group
California
$27K +$12.2K +604 +81%
FM
517
Forward Management
California
$27K +$27.1K +1,340 New
HCC
518
Hirtle Callaghan & Co
Pennsylvania
$27K +$27.2K +1,348 New
CLOS
519
Compagnie Lombard Odier SCmA
Switzerland
$25K +$24.4K +1,207 New
LFR
520
Lehman Financial Resources
Pennsylvania
$23K
QAM
521
QCI Asset Management
New York
$23K
BG
522
Bollard Group
Massachusetts
$23K +$23.1K +1,144 New
WA
523
Waverly Advisors
Alabama
$20K +$5.47K +271 +37%
SCA
524
Strategic Capital Alternatives
United States
$20K +$20K +990 New
VVP
525
Vulcan Value Partners
Alabama
$19K +$18.4K +911 New