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State Street Financial Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1526
Valley Wealth Managers
New Jersey
$216K +$2.24K +43 +1%
Luther King Capital Management (LKCM)
1527
Luther King Capital Management (LKCM)
Texas
$216K
LW
1528
Linscomb Wealth
Texas
$215K
BFA
1529
Benedict Financial Advisors
Georgia
$215K -$65.4K -1,255 -22%
TIM
1530
Tortoise Investment Management
New York
$215K -$53.1K -1,019 -19%
MCA
1531
McGuire Capital Advisors
Oklahoma
$214K -$9.43K -181 -4%
RPWA
1532
Regent Peak Wealth Advisors
Georgia
$214K
FSA
1533
Financial Sense Advisors
California
$214K -$55.9K -1,072 -20%
CSA
1534
Cottage Street Advisors
Massachusetts
$213K +$521 +10 +0.2%
RMC
1535
Resources Management Corp
Connecticut
$213K
CP
1536
Canopy Partners
Ohio
$213K
FNB
1537
Farmers National Bank
Kentucky
$212K -$38.2K -734 -15%
SC
1538
Searle & Co
Connecticut
$212K
SMA
1539
Sage Mountain Advisors
Georgia
$212K
SCM
1540
Sage Capital Management
New Jersey
$212K
FFA
1541
Fi3 Financial Advisors
Indiana
$212K
PCM
1542
Parsons Capital Management
Rhode Island
$211K -$70.6K -1,354 -24%
IWS
1543
Insight Wealth Strategies
California
$210K +$1.04K +20 +0.5%
CSF
1544
Capital Squared Financial
Maryland
$210K +$1.04K +20 +0.5%
CCFM
1545
Clear Creek Financial Management
Washington
$209K +$221K +4,242 New
SHWM
1546
Smith & Howard Wealth Management
Georgia
$209K
BWP
1547
Bernardo Wealth Planning
Pennsylvania
$208K +$219K +4,211 New
HSWS
1548
Higgins & Schmidt Wealth Strategies
Colorado
$208K
EI
1549
Ellevest Inc
New York
$206K
PWP
1550
Private Wealth Partners
California
$206K +$3.91K +75 +2%