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State Street Financial Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1001
Birchcreek Wealth Management
Ohio
$313K +$338K +9,726 New
COCM
1002
Charter Oak Capital Management
New Hampshire
$309K +$4.21K +121 +1%
EWM
1003
Executive Wealth Management
Michigan
$308K +$20.3K +585 +6%
RCWM
1004
Royal Capital Wealth Management
Indiana
$308K +$70 +2 +0%
MFA
1005
Mayflower Financial Advisors
Massachusetts
$308K +$57.7K +1,661 +21%
WG
1006
Welch Group
Alabama
$307K -$1.86M -53,624 -85%
HHGA
1007
Halbert Hargrove Global Advisors
California
$307K -$5.91K -170 -2%
SAM
1008
Sawgrass Asset Management
Florida
$307K -$153K -4,400 -32%
HWM
1009
Horizon Wealth Management
Illinois
$306K
VCP
1010
Verus Capital Partners
Arizona
$306K -$373K -10,742 -53%
FPAS
1011
Focus Partners Advisor Solutions
Missouri
$305K +$107K +3,084 +48%
KPWG
1012
KFA Private Wealth Group
Virginia
$304K +$19.6K +563 +6%
CL
1013
Choreo LLC
Illinois
$304K +$329K +9,456 New
SFB
1014
STAR Financial Bank
Indiana
$304K
PWM
1015
PBMares Wealth Management
Virginia
$303K
RBC
1016
Romano Brothers & Co
Illinois
$303K +$14.6K +420 +5%
PHS
1017
Pekin Hardy Strauss
Illinois
$303K -$73K -2,100 -18%
AWA
1018
Acorn Wealth Advisors
Michigan
$302K +$869 +25 +0.3%
LW
1019
Linscomb Wealth
Texas
$300K -$54.8K -1,578 -14%
IAS
1020
Investment Advisory Services
Texas
$298K +$417 +12 +0.1%
1WM
1021
1900 Wealth Management
Texas
$294K
AG
1022
Ascent Group
Virginia
$293K -$3.82K -110 -1%
IC
1023
IEQ Capital
California
$292K +$5.77K +166 +2%
PG
1024
Prostatis Group
Maryland
$290K -$2.31M -66,343 -88%
BFM
1025
Boston Financial Management
Massachusetts
$289K -$15.3K -440 -5%