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State Street Financial Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
876
Advisornet Financial
Minnesota
$609K -$148K -3,754 -21%
CWM
877
Collaborative Wealth Management
Florida
$608K -$31.3K -792 -5%
First National Trust
878
First National Trust
Pennsylvania
$607K -$29.1K -736 -5%
MWA
879
Meridian Wealth Advisors
Texas
$606K – – –
ATC
880
Adirondack Trust Company
New York
$606K +$9.87K +250 +2%
GIM
881
Goelzer Investment Management
Indiana
$605K -$121K -3,055 -18%
MWA
882
Monograph Wealth Advisors
California
$604K – – –
TW
883
Transform Wealth
Colorado
$603K -$13.2K -335 -2%
Wilbanks Smith & Thomas Asset Management
884
Wilbanks Smith & Thomas Asset Management
Virginia
$603K -$29.7K -752 -5%
TPW
885
Transatlantique Private Wealth
New York
$602K – – –
CIAS
886
Capital Investment Advisory Services
North Carolina
$601K -$46.1K -1,169 -8%
Tidal Investments
887
Tidal Investments
Wisconsin
$599K +$562K +14,231 New
PPP
888
Private Portfolio Partners
New Jersey
$598K -$37K -937 -6%
FPGT
889
Financial Partners Group (Tennessee)
Tennessee
$598K -$20.8K -526 -4%
LMKC
890
L.M. Kohn & Company
Ohio
$596K -$25.7K -650 -4%
Greenleaf Trust
891
Greenleaf Trust
Michigan
$595K +$1.38K +35 +0.2%
FineMark National Bank & Trust
892
FineMark National Bank & Trust
Florida
$588K – – –
NI
893
NCP Inc
California
$583K +$546K +13,831 New
KJWM
894
Kiley Juergens Wealth Management
Washington
$582K -$26.6K -674 -5%
KFP
895
KMG Fiduciary Partners
Ohio
$582K -$26.7K -676 -5%
SFC
896
Strategic Financial Concepts
Texas
$579K +$543K +13,743 New
PWP
897
Phillips Wealth Planners
Mississippi
$576K +$574K +14,549 New
CA
898
Cornerstone Advisory
Maryland
$575K -$23.5K -595 -4%
QWM
899
Quadcap Wealth Management
Texas
$574K -$27.6K -699 -5%
IMC Chicago
900
IMC Chicago
Illinois
$573K +$537K +13,603 New