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State Street Financial Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
926
IBEX Wealth Advisors
New Jersey
$899K -$925K -18,684 -52%
HBK Sorce Advisory
927
HBK Sorce Advisory
Pennsylvania
$899K -$37.4K -756 -4%
SCM
928
Steele Capital Management
Iowa
$899K – – –
Sapient Capital
929
Sapient Capital
Indiana
$898K +$418K +8,453 +97%
SWMP
930
Signature Wealth Management Partners
New Jersey
$897K +$2.03K +41 +0.2%
WBCM
931
Wilson & Boucher Capital Management
California
$897K +$49.5K +1,000 +6%
HL
932
HeadInvest LLC
Maine
$896K -$43.8K -885 -5%
SC
933
Syon Capital
California
$894K -$384K -7,766 -31%
EWM
934
EPG Wealth Management
Georgia
$893K -$533K -10,776 -39%
IWA
935
Icon Wealth Advisors
Texas
$892K +$301K +6,072 +55%
Heritage Wealth Advisors
936
Heritage Wealth Advisors
Virginia
$886K – – –
AIS
937
Accredited Investor Services
Minnesota
$885K +$9.9K +200 +1%
MSS
938
Mitchell Sinkler & Starr
Pennsylvania
$883K +$49.5K +1,000 +6%
IP
939
Investment Partners
Ohio
$881K +$15.4K +311 +2%
KJWM
940
Kiley Juergens Wealth Management
Washington
$881K – – –
TCOO
941
Trust Company of Oklahoma
Oklahoma
$878K +$200K +4,033 +32%
Exencial Wealth Advisors
942
Exencial Wealth Advisors
Oklahoma
$877K -$122K -2,465 -13%
MCM
943
MV Capital Management
Maryland
$876K -$4.8K -97 -0.6%
WIC
944
Woodmont Investment Counsel
Tennessee
$876K +$32.2K +650 +4%
SB
945
Strategic Blueprint
Georgia
$873K -$181K -3,652 -18%
PWM
946
Partners Wealth Management
California
$871K -$11.6K -234 -1%
R
947
Rebalance
California
$869K +$2.72K +55 +0.3%
TNB
948
Thomasville National Bank
Georgia
$867K – – –
BWP
949
Balboa Wealth Partners
Arizona
$865K -$7.33K -148 -0.9%
SMC
950
Smith, Moore & Co
Missouri
$864K -$30.5K -617 -4%