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State Street Financial Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AMIM
1201
Aull & Monroe Investment Management
Alabama
$262K +$246K +6,229 New
WWM
1202
Whalen Wealth Management
Nevada
$262K +$32.3K +817 +15%
SEIA
1203
Signature Estate & Investment Advisors
California
$261K -$78.3K -1,984 -24%
CWA
1204
Clearview Wealth Advisors
Oregon
$261K +$245K +6,197 New
AMG
1205
Asset Management Group
Connecticut
$261K +$513 +13 +0.2%
BDF
1206
Black Diamond Financial
Maryland
$260K
MSFS
1207
Main Street Financial Solutions
Pennsylvania
$260K +$39 +1 +0%
PIA
1208
Panoramic Investment Advisors
Colorado
$260K +$29.9K +758 +14%
PMFA
1209
Plante Moran Financial Advisors
Michigan
$259K +$171K +4,342 +239%
Bank Julius Baer & Co
1210
Bank Julius Baer & Co
Switzerland
$259K
VFG
1211
Victory Financial Group
Texas
$257K -$16.1K -408 -6%
MCM
1212
Manchester Capital Management
Vermont
$257K +$9.87K +250 +4%
LIG
1213
Lokken Investment Group
Delaware
$254K +$39 +1 +0%
BW
1214
BIP Wealth
Georgia
$252K -$4.54K -115 -2%
PHS
1215
Pekin Hardy Strauss
Illinois
$251K -$5.92K -150 -2%
LNWWM
1216
Laird Norton Wetherby Wealth Management
California
$250K
BWP
1217
BSW Wealth Partners
Colorado
$249K -$49.9K -1,265 -18%
CIA
1218
Cape Investment Advisory
Georgia
$247K +$17.7K +449 +8%
MF
1219
Meridian Financial
Massachusetts
$246K -$6.87K -174 -3%
P
1220
&Partners
Tennessee
$246K +$231K +5,850 New
MWS
1221
Maxwell Wealth Strategies
California
$246K +$237K +6,000 New
DWS
1222
Dynamic Wealth Strategies
California
$246K -$1.58K -40 -0.7%
AGP
1223
Autumn Glory Partners
Texas
$244K
PFSC
1224
Peoples Financial Services Corp
Pennsylvania
$243K -$3.95K -100 -2%
MWPCG
1225
Measured Wealth Private Client Group
New Hampshire
$243K +$228K +5,764 New