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State Street Financial Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBV
801
United Bank (Virginia)
Virginia
$212K +$213K +8,251 New
HFS
802
Howard Financial Services
Texas
$209K +$210K +8,125 New
SFG
803
SNS Financial Group
Minnesota
$207K -$28.5K -1,104 -12%
AIM
804
Allen Investment Management
New York
$206K +$207K +8,004 New
RWM
805
Reston Wealth Management
Virginia
$205K -$46.6K -1,804 -20%
CAM
806
Cozad Asset Management
Illinois
$203K +$203K +7,883 New
BFG
807
Barber Financial Group
Kansas
$203K +$204K +7,896 New
Cerity Partners
808
Cerity Partners
New York
$200K -$104K -4,014 -34%
EWM
809
Edge Wealth Management
New York
$200K +$51.6K +2,000 +35%
FC
810
Ferris Capital
Massachusetts
$198K +$14.8K +572 +8%
WP
811
WealthShield Partners
North Carolina
$193K -$59.3K -2,297 -23%
IWA
812
Intercontinental Wealth Advisors
Texas
$183K
KWM
813
Kingsview Wealth Management
Oregon
$180K -$476K -18,455 -72%
AIM
814
Anchor Investment Management
South Carolina
$176K +$16.8K +651 +11%
ClearBridge Investments
815
ClearBridge Investments
New York
$167K +$15.6K +604 +10%
SQA
816
Simon Quick Advisors
New Jersey
$166K -$41.1K -1,593 -20%
CIAS
817
Capital Investment Advisory Services
North Carolina
$160K -$40.9K -1,584 -20%
LPIC
818
LeJeune Puetz Investment Counsel
Michigan
$160K
LWA
819
Lenox Wealth Advisors
New York
$152K -$34.6K -1,340 -18%
ESB
820
Essex Savings Bank
Connecticut
$148K
ATC
821
Adirondack Trust Company
New York
$147K -$40K -1,550 -23%
WAM
822
Wealthspire Advisors (Maryland)
Maryland
$147K -$33.1K -1,284 -18%
HH
823
HWG Holdings
Texas
$145K +$145K +5,628 New
PAI
824
Pittenger & Anderson Inc
Nebraska
$144K -$3.87K -150 -3%
KPCM
825
Kings Point Capital Management
New York
$142K +$38.8K +1,504 +37%