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State Street Financial Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFB
851
Cullen/Frost Bankers
Texas
$613K -$19.8K -481 -3%
ATC
852
Adirondack Trust Company
New York
$612K +$21K +510 +4%
UB
853
UMB Bank
Missouri
$612K +$64.9K +1,576 +12%
PWP
854
Phillips Wealth Planners
Mississippi
$611K +$1.56K +38 +0.3%
GWS
855
Glassman Wealth Services
Virginia
$611K -$5.18K -126 -0.8%
IC
856
IEQ Capital
California
$610K -$617 -15 -0.1%
TI
857
Tidal Investments
Wisconsin
$609K +$24.1K +586 +4%
KSWA
858
Kathleen S. Wright Associates
Pennsylvania
$608K -$9.71K -236 -2%
CT
859
Chicago Trust
Illinois
$607K – – –
IPAM
860
Investment Partners Asset Management
New Jersey
$600K -$823 -20 -0.1%
VCA
861
Verdence Capital Advisors
Maryland
$599K +$412 +10 +0.1%
VCM
862
Viewpoint Capital Management
Washington
$598K – – –
OWA
863
Octavia Wealth Advisors
Ohio
$596K -$12.1K -293 -2%
MWA
864
Meridian Wealth Advisors
Texas
$596K +$4.61K +112 +0.8%
LMKC
865
L.M. Kohn & Company
Ohio
$595K +$13.5K +328 +2%
NWA
866
Navis Wealth Advisors
New York
$595K +$412 +10 +0.1%
Koshinski Asset Management
867
Koshinski Asset Management
Illinois
$595K +$47.7K +1,160 +9%
MWA
868
Monograph Wealth Advisors
California
$590K – – –
TW
869
Transform Wealth
Colorado
$589K – – –
SL
870
SWMG LLC
Texas
$589K +$42.8K +1,039 +8%
SIS
871
Sound Income Strategies
Florida
$589K +$86.5K +2,103 +17%
BCM
872
Barometer Capital Management
Ontario, Canada
$588K -$123K -3,000 -17%
TPW
873
Transatlantique Private Wealth
New York
$588K – – –
FPGT
874
Financial Partners Group (Tennessee)
Tennessee
$587K +$4.12K +100 +0.7%
CWM
875
Collaborative Wealth Management
Florida
$587K -$6.79K -165 -1%