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State Street Financial Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1601
Prelude Capital Management
New York
– -$254K -6,487 Closed
SWM
1602
Silverlake Wealth Management
Vermont
– -$253K -6,467 Closed
TFCP
1603
Twin Focus Capital Partners
Massachusetts
– -$250K -6,400 Closed
MSR
1604
Main Street Research
Connecticut
– -$248K -6,349 Closed
ICM
1605
IMS Capital Management
Oregon
– -$239K -6,125 Closed
CST
1606
Charles Schwab Trust
Nevada
– -$228K -5,834 Closed
PGWM
1607
Parisi Gray Wealth Management
New Jersey
– -$227K -5,800 Closed
TSWM
1608
Triangle Securities Wealth Management
North Carolina
– -$223K -5,710 Closed
SC
1609
Soundwatch Capital
Connecticut
– -$219K -5,611 Closed
CSWM
1610
Cassady Schiller Wealth Management
Ohio
– -$219K -5,602 Closed
LWMM
1611
Legacy Wealth Management (Mississippi)
Mississippi
– -$218K -5,595 Closed
RWA
1612
Redhawk Wealth Advisors
Minnesota
– -$217K -5,557 Closed
CAI
1613
Capital Advisors Inc
Oklahoma
– -$214K -5,480 Closed
CTFG
1614
Capstone Triton Financial Group
Oklahoma
– -$211K -5,401 Closed
AAS
1615
Annex Advisory Services
Wisconsin
– -$205K -5,254 Closed
WAG
1616
Winthrop Advisory Group
Massachusetts
– -$203K -5,198 Closed
PWP
1617
Perfromance Wealth Partners
Illinois
– -$201K -5,145 Closed
GSIS
1618
Global Strategic Investment Solutions
Arizona
– -$200K -5,127 Closed
CWS
1619
Confluence Wealth Services
Pennsylvania
– -$183K -4,702 Closed
WFO
1620
Wealthgate Family Office
Colorado
– -$180K -4,600 Closed
AIM
1621
AHL Investment Management
Florida
– -$172K -4,400 Closed
RI
1622
Rinkey Investments
California
– -$172K -4,167 Closed
SF
1623
Symphony Financial
Texas
– -$243K -3,612 Closed
EWM
1624
Edge Wealth Management
New York
– -$109K -2,782 Closed
UFF
1625
USA Financial Formulas
Michigan
– -$105K -2,694 Closed