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State Street Financial Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
726
Apollon Wealth Management
South Carolina
$628K -$2.58M -74,982 -80%
DWP
727
Destiny Wealth Partners
Florida
$627K
CA
728
Crewe Advisors
Utah
$625K -$6.48K -188 -1%
OWA
729
Octavia Wealth Advisors
Ohio
$625K +$10.6K +309 +2%
CCM
730
Chilton Capital Management
Texas
$623K
MCM
731
MV Capital Management
Maryland
$623K -$19.1K -555 -3%
TMWM
732
Taylor & Morgan Wealth Management
Michigan
$617K +$2.14K +62 +0.3%
PFBT
733
Parkside Financial Bank & Trust
Missouri
$617K -$115K -3,344 -15%
CIM
734
Contravisory Investment Management
Massachusetts
$616K -$65.1K -1,889 -9%
BSW
735
Buckingham Strategic Wealth
Missouri
$615K +$10.1K +292 +2%
DI
736
DFPG Investments
Utah
$610K +$89.7K +2,602 +17%
GT
737
Glenview Trust
Kentucky
$607K -$1.03K -30 -0.2%
SMC
738
Smith, Moore & Co
Missouri
$604K -$38.6K -1,121 -6%
CWA
739
Clearview Wealth Advisors
Oregon
$600K +$596K +17,286 +2,194%
CT
740
Coastline Trust
Rhode Island
$599K -$101K -2,930 -14%
SC
741
SouthState Corp
Florida
$598K -$60.9K -1,768 -9%
MA
742
MKT Advisors
California
$597K +$17.4K +504 +3%
FWP
743
Falcon Wealth Planning
California
$590K +$1.03K +30 +0.2%
CWM
744
Connecticut Wealth Management
Connecticut
$587K +$32.9K +956 +6%
NEWAS
745
N.E.W. Advisory Services
Wisconsin
$586K -$92.7K -2,689 -13%
Natixis Advisors
746
Natixis Advisors
Massachusetts
$581K -$37.5K -1,087 -6%
RIA
747
RPG Investment Advisory
California
$580K -$32.7K -950 -5%
GIM
748
Goelzer Investment Management
Indiana
$579K -$25.1K -728 -4%
RA
749
Riversedge Advisors
Delaware
$577K +$2.72K +79 +0.5%
CA
750
Cornerstone Advisory
Maryland
$575K -$98.6K -2,860 -14%