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State Street Financial Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
526
MCF Advisors
Kentucky
$121K
GWM
527
Gupta Wealth Management
California
$116K +$116K +5,472 New
AWS
528
Aris Wealth Services
Pennsylvania
$116K +$116K +5,496 New
WTB
529
Washington Trust Bank
Washington
$113K -$75.5K -3,568 -40%
LBG
530
Lloyds Banking Group
United Kingdom
$107K
JWM
531
Jacobus Wealth Management
Wisconsin
$102K
RFC
532
Russell Frank Company
Washington
$99K -$586K -27,711 -86%
Thrivent Financial for Lutherans
533
Thrivent Financial for Lutherans
Minnesota
$99K
WEC
534
Winslow Evans & Crocker
Massachusetts
$94.3K +$127 +6 +0.1%
EWM
535
Edge Wealth Management
New York
$85K
AA
536
Apriem Advisors
California
$84K
BBPWM
537
Blue Bell Private Wealth Management
Pennsylvania
$79K
HPBT
538
High Point Bank & Trust
North Carolina
$79K +$35.4K +1,673 +82%
TFO
539
Tarbox Family Office
California
$67K
VCM
540
Vigilant Capital Management
Maine
$61K +$61.3K +2,895 New
ASN
541
Advisory Services Network
Georgia
$59K +$32.1K +1,517 +120%
RCG
542
Ruggie Capital Group
Florida
$58K
WOC
543
West Oak Capital
California
$54.6K
CIM
544
Contravisory Investment Management
Massachusetts
$53K +$1.44K +68 +3%
TNB
545
Thomasville National Bank
Georgia
$52K +$52.3K +2,474 New
EFSCE
546
Enterprise Financial Services Corp (EFSC)
Missouri
$48K
KPCM
547
Kings Point Capital Management
New York
$48K
FMII
548
Farmers & Merchants Investments Inc
Nebraska
$47K
CFA
549
Carroll Financial Associates
North Carolina
$47K +$8.55K +404 +22%
Canada Life
550
Canada Life
Manitoba, Canada
$43K -$6.17M -291,474 -99%