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State Street Financial Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
1151
Summit Wealth Partners
Florida
$525K – – –
DWM
1152
Destination Wealth Management
California
$525K -$28.2K -542 -5%
TWCA
1153
Two West Capital Advisors
Kansas
$523K -$49.3K -949 -9%
BA
1154
Bridgewater Advisors
New York
$522K -$15.3K -295 -3%
WA
1155
Wealth Architects
California
$521K -$9.62K -185 -2%
WAS
1156
Wealth Advisory Solutions
Indiana
$521K -$32.7K -630 -6%
HCP
1157
Hamilton Capital Partners
Georgia
$521K +$81.1K +1,561 +19%
NPT
1158
Nixon Peabody Trust
Massachusetts
$519K +$270K +5,190 +115%
UB
1159
UMB Bank
Missouri
$519K -$106K -2,043 -17%
VW
1160
Vantus Wealth
Pennsylvania
$517K +$501K +9,640 New
CLA
1161
Carnegie Lake Advisors
New Jersey
$516K – – –
CWMK
1162
Caliber Wealth Management (Kansas)
Kansas
$515K -$11.4K -220 -2%
RIG
1163
RiverFront Investment Group
Virginia
$515K +$123K +2,368 +33%
AIP
1164
Arrowpoint Investment Partners
Singapore
$515K +$177K +3,400 +55%
IIA
1165
Integral Investment Advisors
California
$512K -$7.8K -150 -2%
AGM
1166
Alpine Global Management
New York
$511K +$495K +9,528 New
VPP
1167
Vertex Planning Partners
Illinois
$510K -$47.8K -920 -9%
AWM
1168
Affinity Wealth Management
Delaware
$509K -$34.3M -660,152 -99%
MF
1169
Meridian Financial
Massachusetts
$505K -$10.8K -207 -2%
WCM
1170
WealthBridge Capital Management
Ohio
$504K -$11.6K -224 -2%
HIP
1171
HUB Investment Partners
Texas
$502K +$2.75K +53 +0.6%
BA
1172
Brightwater Advisory
Florida
$501K -$101K -1,937 -17%
TPW
1173
Tiller Private Wealth
Pennsylvania
$500K -$11.3K -217 -2%
TAM
1174
Titleist Asset Management
Texas
$500K +$23.4K +451 +5%
DE
1175
Diversified Enterprises
Delaware
$500K -$37.9K -730 -7%