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State Street Financial Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCP
1201
Cane Capital Partners
Louisiana
$462K -$245K -4,717 -35%
RCWM
1202
Royal Capital Wealth Management
Indiana
$461K +$52 +1 +0%
HWA
1203
HMV Wealth Advisors
Louisiana
$461K +$4.57K +88 +1%
APIM
1204
Agate Pass Investment Management
Washington
$460K +$47.2K +908 +12%
VWM
1205
Vertrix Wealth Management
Michigan
$460K +$76.6K +1,473 +21%
SIM
1206
Stratos Investment Management
Ohio
$460K +$25.9K +499 +6%
FLP
1207
Financial Life Planners
Arizona
$459K -$151K -2,911 -25%
ACM
1208
AlphaStar Capital Management
North Carolina
$458K -$15.9K -305 -3%
MFG
1209
Mosaic Financial Group
Illinois
$456K +$884 +17 +0.2%
EM
1210
ELCO Management
New York
$456K – – –
KIM
1211
Kestra Investment Management
Texas
$456K +$442K +8,504 New
PFA
1212
Perryman Financial Advisory
Texas
$455K -$7.22K -139 -2%
SAS
1213
Stelac Advisory Services
New York
$455K – – –
IAAG
1214
Innovative Asset Advisors Group
Connecticut
$454K -$24.1K -464 -5%
Kayne Anderson Rudnick Investment Management
1215
Kayne Anderson Rudnick Investment Management
California
$454K +$346K +6,650 +366%
SWP
1216
Sagespring Wealth Partners
Tennessee
$453K -$43.2K -831 -9%
ATFA
1217
All Terrain Financial Advisors
Minnesota
$452K +$52 +1 +0%
OWMIAS
1218
One Wealth Management Investment & Advisory Services
Florida
$450K -$1.14K -22 -0.3%
CAI
1219
Capital Advisors Inc
Oklahoma
$449K -$27.8K -534 -6%
TA
1220
Tactive Advisors
Florida
$448K -$153K -2,950 -26%
SIG
1221
Spinnaker Investment Group
California
$447K +$20.8K +400 +5%
BMCM
1222
Bryn Mawr Capital Management
Pennsylvania
$446K +$35K +674 +9%
PWMAG
1223
Pinnacle Wealth Management Advisory Group
New Jersey
$446K -$90K -1,732 -17%
CWM
1224
Chicago Wealth Management
Illinois
$444K -$22.5K -433 -5%
RBC
1225
Romano Brothers & Co
Illinois
$444K – – –