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State Street Financial Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Independent Advisor Alliance
976
Independent Advisor Alliance
North Carolina
$776K -$14.1K -267 -2%
MWA
977
Monograph Wealth Advisors
California
$773K – – –
FA
978
Fountainhead AM
New Jersey
$772K +$27.4K +518 +4%
EPW
979
Endeavor Private Wealth
Kansas
$771K +$758K +14,315 New
FCM
980
Fourpath Capital Management
Oklahoma
$771K +$67.6K +1,276 +10%
TPW
981
Transatlantique Private Wealth
New York
$770K – – –
CWP
982
Core Wealth Partners
California
$767K +$2.23K +42 +0.3%
VCM
983
Viewpoint Capital Management
Washington
$767K – – –
Brown Brothers Harriman & Co
984
Brown Brothers Harriman & Co
New York
$766K +$371 +7 +0%
Compagnie Lombard Odier SCmA
985
Compagnie Lombard Odier SCmA
Switzerland
$763K +$247K +4,660 +49%
FC
986
Fjell Capital
North Dakota
$763K +$750K +14,155 New
KFS
987
Kaizen Financial Strategies
California
$762K -$57.4K -1,084 -7%
SHFP
988
Second Half Financial Partners
Florida
$760K -$2.75K -52 -0.4%
PRI
989
Prepared Retirement Institute
Pennsylvania
$758K -$44.3K -836 -6%
TD Asset Management
990
TD Asset Management
Ontario, Canada
$754K +$92.9K +1,753 +14%
Choate Investment Advisors
991
Choate Investment Advisors
Massachusetts
$753K -$14.6K -275 -2%
Empowered Funds
992
Empowered Funds
Pennsylvania
$749K +$737K +13,902 New
MAM
993
Milestone Asset Management
Pennsylvania
$748K +$118K +2,224 +19%
PWM
994
Pines Wealth Management
North Carolina
$748K +$22K +416 +3%
OWA
995
Octavia Wealth Advisors
Ohio
$748K +$53.5K +1,009 +8%
Greenleaf Trust
996
Greenleaf Trust
Michigan
$747K +$8.9K +168 +1%
FPW
997
Flagship Private Wealth
Massachusetts
$746K +$734K +13,848 New
Acorns Advisers
998
Acorns Advisers
California
$742K +$148K +2,792 +25%
GP
999
Guardian Partners
Canada
$741K – – –
FFA
1000
First Foundation Advisors
California
$741K -$361K -6,819 -33%