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State Street Financial Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$27.1M +$3.15M +63,718 +14%
NA
127
NewEdge Advisors
Louisiana
$26.5M +$1.17M +23,551 +5%
Verition Fund Management
128
Verition Fund Management
Connecticut
$26.4M +$3.95M +79,877 +19%
IWC
129
Integrated Wealth Concepts
Massachusetts
$26.4M +$895K +18,092 +4%
ST
130
Spinnaker Trust
Maine
$25.8M +$212K +4,284 +0.9%
NHFG
131
New Harbor Financial Group
Massachusetts
$25.8M +$413K +8,339 +2%
OCBCO
132
Oversea-Chinese Banking Corp (OCBC)
Singapore
$25.5M -$4.29M -86,641 -15%
Baird Financial Group
133
Baird Financial Group
Wisconsin
$25.5M +$1.11M +22,358 +5%
PIN
134
Prudent Investors Network
California
$25M +$177K +3,575 +0.8%
Vontobel Holding
135
Vontobel Holding
Switzerland
$24.8M -$557K -11,256 -2%
Mirae Asset Global Investments
136
Mirae Asset Global Investments
South Korea
$24.5M -$4.08M -82,338 -15%
KF
137
Krilogy Financial
Missouri
$24.5M +$871K +17,598 +4%
EWA
138
EP Wealth Advisors
California
$24.1M +$9.47M +191,363 +71%
Corient Private Wealth
139
Corient Private Wealth
Florida
$23.9M +$5.16M +104,248 +30%
FWM
140
Focused Wealth Management
New York
$23.9M +$228K +4,609 +1%
Simplex Trading
141
Simplex Trading
Illinois
$23.7M +$22.4M +453,315 New
KWM
142
Kingsview Wealth Management
Oregon
$23.4M +$7.6M +153,472 +52%
BHWM
143
Bar Harbor Wealth Management
New Hampshire
$23.3M +$1.25M +25,258 +6%
RSWM
144
Robertson Stephens Wealth Management
California
$23.3M +$8.13M +164,183 +58%
SA
145
Sanctuary Advisors
Indiana
$23M -$3.68M -74,309 -14%
OPAM
146
Ocean Park Asset Management
California
$22.9M
IC
147
Innealta Capital
Texas
$22.6M +$6.53M +131,939 +44%
MCWS
148
McKinley Carter Wealth Services
West Virginia
$22.1M -$4.76M -96,090 -19%
WBG
149
Wharton Business Group
Pennsylvania
$22M -$166K -3,351 -0.8%
LFP
150
Lakeshore Financial Planning
Michigan
$21.9M +$422K +8,532 +2%