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State Street Industrial Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
501
SlateStone Wealth
Florida
$258K +$2.9K +40 +1%
AC
502
Alley Company
Illinois
$256K -$123K -1,699 -33%
AAS
503
Avantax Advisory Services
Texas
$256K -$28.4K -393 -10%
BWM
504
BerganKDV Wealth Management
Minnesota
$255K – – –
BAAM
505
Baker Avenue Asset Management
California
$253K -$206K -2,850 -46%
EWM
506
Empirical Wealth Management
Washington
$251K +$242K +3,345 New
PFA
507
Pathway Financial Advisors
Vermont
$248K – – –
MC
508
Moors & Cabot
Massachusetts
$248K +$236K +3,267 New
Bank of Nova Scotia
509
Bank of Nova Scotia
Ontario, Canada
$245K -$43.4M -600,000 -99%
BFS
510
Bradley Foster & Sargent
Connecticut
$242K – – –
DWA
511
Dougherty Wealth Advisers
Minnesota
$242K – – –
PIM
512
Parker Investment Management
California
$242K +$290 +4 +0.1%
IF
513
IRON Financial
Illinois
$240K +$232K +3,200 New
AIM
514
Allen Investment Management
New York
$240K +$232K +3,202 New
MIG
515
McGuire Investment Group
Rhode Island
$240K +$232K +3,204 New
AWM
516
Altium Wealth Management
New York
$238K +$230K +3,171 New
GFS
517
GYL Financial Synergies
Connecticut
$236K – – –
KIG
518
Kessler Investment Group
Indiana
$236K +$1.81K +25 +0.8%
KFGK
519
Keystone Financial Group (Kentucky)
Kentucky
$235K +$227K +3,134 New
PAI
520
Pittenger & Anderson Inc
Nebraska
$233K +$3.62K +50 +2%
Neuberger Berman Group
521
Neuberger Berman Group
New York
$233K +$224K +3,099 New
BL
522
BFSG LLC
California
$232K -$1.81K -25 -0.8%
WMSA
523
Weiss Multi-Strategy Advisers
New York
$232K +$224K +3,093 New
WSTAM
524
Wilbanks Smith & Thomas Asset Management
Virginia
$232K +$224K +3,094 New
SFG
525
StrategIQ Financial Group
Indiana
$231K -$28.3K -391 -11%