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State Street Financial Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
926
Pinnacle Family Advisors
Missouri
$630K -$339K -7,765 -36%
BB
927
Burford Brothers
Texas
$630K -$119K -2,723 -16%
KJWM
928
Kiley Juergens Wealth Management
Washington
$626K – – –
RCAG
929
Rehmann Capital Advisory Group
Michigan
$624K +$196K +4,481 +48%
CBT
930
Central Bank & Trust
Kentucky
$623K -$82.9K -1,899 -12%
Avidian Wealth Enterprises
931
Avidian Wealth Enterprises
Texas
$622K +$37.9K +869 +7%
OWA
932
Octavia Wealth Advisors
Ohio
$622K -$34.2K -784 -5%
GIM
933
Goelzer Investment Management
Indiana
$621K -$5.41K -124 -0.9%
MCF Advisors
934
MCF Advisors
Kentucky
$618K +$11.6K +266 +2%
VFPW
935
Vantage Financial Partners (Wisconsin)
Wisconsin
$616K +$594K +13,602 New
AF
936
Advisornet Financial
Minnesota
$615K -$21.7K -497 -4%
Brown Brothers Harriman & Co
937
Brown Brothers Harriman & Co
New York
$614K +$169K +3,878 +40%
Greenleaf Trust
938
Greenleaf Trust
Michigan
$613K +$15.8K +363 +3%
MTIM
939
Marathon Trading Investment Management
Pennsylvania
$612K -$170K -3,897 -22%
AIM
940
Acropolis Investment Management
Missouri
$606K -$36.1K -828 -6%
KFP
941
KMG Fiduciary Partners
Ohio
$603K -$29.1K -666 -5%
PCMF
942
Private Capital Management (Florida)
Florida
$602K +$785 +18 +0.1%
HIM
943
Hanlon Investment Management
New Jersey
$598K -$18K -412 -3%
ECM
944
Elgethun Capital Management
South Dakota
$598K +$175 +4 +0%
GM
945
Granger Management
New York
$597K – – –
Empower Advisory Group
946
Empower Advisory Group
Colorado
$597K -$35.1K -804 -6%
EWM
947
Executive Wealth Management
Michigan
$595K -$11.3K -258 -2%
MWM
948
Mosley Wealth Management
California
$594K +$226K +5,186 +70%
HWAM
949
Hennion & Walsh Asset Management
New Jersey
$593K +$30.7K +703 +6%
KCFA
950
Key Client Fiduciary Advisors
New Jersey
$590K +$41.3K +946 +8%