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State Street Financial Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
126
McKinley Carter Wealth Services
West Virginia
$16.9M +$410K +9,962 +2%
Pathstone Holdings
127
Pathstone Holdings
New Jersey
$16.8M -$13.7M -331,740 -45%
TAM
128
Tocqueville Asset Management
New York
$16.7M -$362K -8,801 -2%
LFP
129
Lakeshore Financial Planning
Michigan
$16.6M +$306K +7,436 +2%
WWA
130
WCG Wealth Advisors
Nevada
$16.6M +$38.2K +929 +0.2%
ACM
131
Alight Capital Management
New York
$16.4M +$16.5M +400,000 New
Focus Partners Wealth
132
Focus Partners Wealth
Massachusetts
$15.7M +$7.29M +177,197 +87%
Creative Planning
133
Creative Planning
Kansas
$15.6M +$352K +8,542 +2%
MOS
134
MGO One Seven
Ohio
$15.4M -$3.44M -83,700 -18%
KF
135
Krilogy Financial
Missouri
$14.9M -$516K -12,537 -3%
MSCM
136
McElhenny Sheffield Capital Management
Texas
$14.6M -$583K -14,175 -4%
AAIM
137
Asset Advisors Investment Management
Georgia
$14.6M +$4.04M +98,288 +38%
ONB
138
Old National Bancorp
Indiana
$14.3M -$1.21M -29,404 -8%
FTS
139
Fifth Third Securities
Ohio
$14.1M -$1.31M -31,926 -8%
CFA
140
Camarda Financial Advisors
Florida
$13.6M +$7.78K +189 +0.1%
ACM
141
Anfield Capital Management
California
$13.4M +$1.35M +32,879 +11%
TFA
142
Teamwork Financial Advisors
Texas
$13.3M +$12.4M +302,494 +1,462%
NA
143
NewEdge Advisors
Louisiana
$13M +$8.79M +213,474 +206%
PIN
144
Prudent Investors Network
California
$13M +$283K +6,883 +2%
MFG
145
Merit Financial Group
Georgia
$12.9M -$165K -4,020 -1%
ST
146
Spinnaker Trust
Maine
$12.9M -$34.2K -832 -0.3%
OBWG
147
Onyx Bridge Wealth Group
New York
$12.9M +$1.1M +26,825 +9%
APWA
148
Atlas Private Wealth Advisors
New Jersey
$12.9M +$7M +169,981 +119%
CIC
149
Carnegie Investment Counsel
Ohio
$12.8M -$305K -7,408 -2%
MIA
150
MMBG Investment Advisors
Florida
$12.5M -$72.8K -1,770 -0.6%