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State Street Financial Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
551
Kovitz Investment Group Partners
Illinois
$811K -$2.02K -69 -0.3%
PP
552
Paloma Partners
Connecticut
$804K -$245M -8,349,312 -100%
EWM
553
Evercore Wealth Management
New York
$804K -$38K -1,295 -5%
BFO
554
Biltmore Family Office
North Carolina
$804K +$455K +15,496 +146%
PAG
555
Private Advisory Group
Washington
$804K +$766K +26,108 New
HL
556
HeadInvest LLC
Maine
$802K +$17.4K +593 +2%
RA
557
Riverstone Advisors
Texas
$800K +$88 +3 +0%
AWM
558
Altavista Wealth Management
North Carolina
$794K -$101K -3,448 -12%
NWP
559
Northstar Wealth Partners
Connecticut
$794K -$46.3K -1,579 -6%
CS
560
Cannell & Spears
New York
$789K – – –
Prudential Financial
561
Prudential Financial
New Jersey
$789K +$349K +11,900 +87%
AIC
562
Ayalon Insurance Company
Israel
$784K +$77.5K +2,640 +12%
IAP
563
Indie Asset Partners
Indiana
$783K +$747K +25,441 New
WIA
564
Wealthstreet Investment Advisors
Texas
$781K – – –
CT
565
Caldwell Trust
Florida
$780K +$744K +25,342 New
WWM
566
WT Wealth Management
Arizona
$779K +$48.7K +1,659 +7%
EWM
567
EPG Wealth Management
Georgia
$779K +$743K +25,301 New
CFG
568
Citizens Financial Group
Rhode Island
$777K +$3.32K +113 +0.4%
CWA
569
Clarity Wealth Advisors
California
$775K +$739K +25,178 New
NEWAS
570
N.E.W. Advisory Services
Wisconsin
$775K +$741K +25,245 New
RIA
571
RPG Investment Advisory
California
$764K -$39.6K -1,350 -5%
CMTU
572
Capital Markets Trading (UK)
United Kingdom
$758K +$723K +24,619 New
BCA
573
Bay Colony Advisors
Massachusetts
$750K -$62K -2,114 -8%
ACP
574
Arcus Capital Partners
Georgia
$750K +$3.08K +105 +0.4%
NGA
575
Naples Global Advisors
Florida
$747K – – –