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State Street Financial Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
F.L. Putnam Investment Management
1076
F.L. Putnam Investment Management
Massachusetts
$584K +$51.6K +1,068 +10%
CC
1077
Courier Capital
New York
$582K +$1.26K +26 +0.2%
ONST
1078
Old North State Trust
North Carolina
$580K – – –
GAMMA Investing
1079
GAMMA Investing
California
$579K – – –
PA
1080
PFG Advisors
Arizona
$579K -$9.09K -188 -2%
MM
1081
Morangie Management
Florida
$579K +$579K +11,982 New
CFIA
1082
Cantor Fitzgerald Investment Advisors
New York
$579K – – –
Avantax Planning Partners
1083
Avantax Planning Partners
Iowa
$578K -$48 -1 -0%
FWSM
1084
First Wilshire Securities Management
California
$578K – – –
UOTTAIMCU
1085
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$577K – – –
LSAG
1086
Lake Street Advisors Group
New Hampshire
$577K +$578K +11,945 New
Braun Stacey Associates
1087
Braun Stacey Associates
New York
$577K +$10.4K +215 +2%
JIR
1088
James Investment Research
Ohio
$576K +$10.7K +222 +2%
CNWM
1089
Clay Northam Wealth Management
California
$571K – – –
Choate Investment Advisors
1090
Choate Investment Advisors
Massachusetts
$571K -$14.5K -300 -2%
USWIA
1091
UP Strategic Wealth Investment Advisors
Pennsylvania
$571K – – –
Forvis Mazars Wealth Advisors
1092
Forvis Mazars Wealth Advisors
Missouri
$567K – – –
SA
1093
Strategic Advisors
New York
$567K -$211K -4,358 -27%
TWP
1094
Tempus Wealth Planning
California
$567K -$9.09K -188 -2%
MC
1095
Mathes Company
New York
$565K – – –
Waldron Private Wealth
1096
Waldron Private Wealth
Pennsylvania
$562K -$328K -6,790 -37%
Coldstream Capital Management
1097
Coldstream Capital Management
Washington
$562K +$256K +5,288 +83%
LWL
1098
Leo Wealth LLC
Texas
$561K +$55.1K +1,139 +11%
TA
1099
TruWealth Advisors
Louisiana
$561K +$145 +3 +0%
IA
1100
Inspire Advisors
Idaho
$559K +$24.3K +503 +5%