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State Street Financial Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFM
1401
TFC Financial Management
Massachusetts
– -$89K -2,825 Closed
CWP
1402
Concord Wealth Partners
Virginia
– -$85K -2,709 Closed
GWMIA
1403
Global Wealth Management Investment Advisory
Florida
– -$82K -2,611 Closed
BMD
1404
Better Money Decisions
New Mexico
– -$78K -2,472 Closed
GLLW
1405
Graves Light Lenhart Wealth
Virginia
– -$63K -2,000 Closed
TIM
1406
Tevis Investment Management
Texas
– -$62K -1,971 Closed
HFS
1407
Heritage Financial Services
Massachusetts
– -$59K -1,876 Closed
FBC
1408
Fairfield, Bush & Co
Connecticut
– -$48K -1,519 Closed
CLOS
1409
Compagnie Lombard Odier SCmA
Switzerland
– -$46K -1,466 Closed
GIA
1410
Goodwin Investment Advisory
Georgia
– -$44.7K -1,421 Closed
ACM
1411
Anfield Capital Management
California
– -$40K -1,273 Closed
CANY
1412
Caxton Associates (New York)
New York
– -$39K -1,250 Closed
AIP
1413
Ahrens Investment Partners
Louisiana
– -$38K -1,219 Closed
VRM
1414
Vectors Research Management
New York
– -$27K -846 Closed
CICI
1415
Capital Investment Counsel Inc
North Carolina
– -$24K -750 Closed
SIAP
1416
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$19K -600 Closed
SC
1417
Steph & Co
Wisconsin
– -$13K -419 Closed
BCM
1418
Birch Capital Management
Texas
– -$9.56K -304 Closed
TCWM
1419
Total Clarity Wealth Management
Illinois
– -$10K -303 Closed
CDIA
1420
Capital Directions Investment Advisors
Georgia
– -$8K -262 Closed
FLC
1421
Fifth Lane Capital
Texas
– -$5K -171 Closed
PPWM
1422
PFG Private Wealth Management
Florida
– -$5K -150 Closed
KFS
1423
Kelly Financial Services
Massachusetts
– -$4.5K -143 Closed
GFP
1424
Gryphon Financial Partners
Ohio
– -$2K -74 Closed
AAP
1425
Ardsley Advisory Partners
Connecticut
– -$2K -50 Closed