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State Street Financial Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHWM
1526
Smith & Howard Wealth Management
Georgia
$204K +$204K +4,226 New
GWMR
1527
GC Wealth Management RIA
Massachusetts
$203K +$204K +4,209 New
SC
1528
Searle & Co
Connecticut
$203K +$203K +4,201 New
CWA
1529
Crux Wealth Advisors
California
$202K +$202K +4,181 New
MAMG
1530
Milestone Asset Management Group
Connecticut
$202K +$202K +4,180 New
IIC
1531
Integrated Investment Consultants
Michigan
$202K +$202K +4,174 New
GAM
1532
Gemmer Asset Management
California
$201K +$201K +4,157 New
CWC
1533
Carolinas Wealth Consulting
North Carolina
$197K +$19.3K +400 +11%
BHWM
1534
Beaird Harris Wealth Management
Texas
$196K -$787K -16,269 -80%
CSWM
1535
Cassady Schiller Wealth Management
Ohio
$196K +$1.6K +33 +0.8%
TIM
1536
Thompson Investment Management
Wisconsin
$193K +$193K +3,999 +199,950%
Russell Investments Group
1537
Russell Investments Group
United Kingdom
$191K +$79.6K +1,646 +71%
BG
1538
Bollard Group
Massachusetts
$191K +$677 +14 +0.4%
RCA
1539
Runnymede Capital Advisors
Ohio
$187K +$187K +3,872 New
OIA
1540
Optimum Investment Advisors
Illinois
$178K -$43.5K -900 -20%
CAM
1541
Chesapeake Asset Management
New York
$177K – – –
MMCM
1542
Murphy & Mullick Capital Management
New York
$172K +$172K +3,557 New
BAM
1543
Byrne Asset Management
New Jersey
$170K -$165K -3,416 Closed
GCM
1544
Gables Capital Management
Florida
$169K – – –
PCMC
1545
Private Capital Management (Colorado)
Colorado
$167K +$75.4K +1,559 +82%
GWSA
1546
Global Wealth Strategies & Associates
Colorado
$167K +$26.8K +555 +19%
PFT
1547
Providence First Trust
Arizona
$165K -$1.26M -26,157 -88%
BSB
1548
Bangor Savings Bank
Maine
$154K -$4.21K -87 -3%
Compagnie Lombard Odier SCmA
1549
Compagnie Lombard Odier SCmA
Switzerland
$152K -$629K -13,000 -81%
BBPWM
1550
Blue Bell Private Wealth Management
Pennsylvania
$152K – – –