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State Street Financial Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
876
Acropolis Investment Management
Missouri
$583K +$33.7K +818 +6%
AF
877
Advisornet Financial
Minnesota
$578K -$15.8K -384 -3%
VCM
878
Vivaldi Capital Management
Illinois
$576K +$20.2K +492 +4%
Empower Advisory Group
879
Empower Advisory Group
Colorado
$575K -$199K -4,838 -26%
KFP
880
KMG Fiduciary Partners
Ohio
$574K +$6.01K +146 +1%
WCM
881
WealthBridge Capital Management
Ohio
$569K +$29.3K +712 +5%
KJWM
882
Kiley Juergens Wealth Management
Washington
$568K – – –
GIM
883
Goelzer Investment Management
Indiana
$568K -$22.4K -545 -4%
AIM
884
Anchor Investment Management
South Carolina
$560K +$8.19K +199 +1%
HIM
885
Hanlon Investment Management
New Jersey
$559K +$560K +13,605 New
RWA
886
River Wealth Advisors
Pennsylvania
$556K -$50.2K -1,219 -8%
GWA
887
Gratus Wealth Advisors
Virginia
$556K – – –
WFS
888
WealthGarden F.S.
California
$556K +$556K +13,517 New
CHA
889
Carmichael Hill & Associates
Maryland
$554K +$52.4K +1,274 +10%
AG
890
Ascent Group
Virginia
$554K +$46K +1,117 +9%
FNT
891
First National Trust
Pennsylvania
$551K -$41.2K -1,000 -7%
EWM
892
Executive Wealth Management
Michigan
$551K -$5.97K -145 -1%
MA
893
MCF Advisors
Kentucky
$550K – – –
NI
894
NCP Inc
California
$548K -$20.2K -492 -4%
PCMF
895
Private Capital Management (Florida)
Florida
$545K -$10K -244 -2%
ECM
896
Elgethun Capital Management
South Dakota
$542K +$123 +3 +0%
GM
897
Granger Management
New York
$542K – – –
DBRC
898
D.B. Root & Company
Pennsylvania
$542K -$8.07K -196 -1%
LSPW
899
Lake Street Private Wealth
Illinois
$541K -$2.02K -49 -0.4%
RVPG
900
Relative Value Partners Group
$541K +$542K +13,171 New