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State Street SPDR S&P Metals & Mining ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
226
Envestnet Portfolio Solutions
Illinois
$530K +$573K +4,908 New
CFD
227
Creative Financial Designs
Indiana
$524K +$75.9K +650 +15%
Neuberger Berman Group
228
Neuberger Berman Group
New York
$516K +$8.06K +69 +1%
PTC
229
Private Trust Company
Ohio
$512K +$269K +2,302 +94%
VVP
230
Venture Visionary Partners
Ohio
$508K -$113K -969 -17%
DWM
231
Diversify Wealth Management
Utah
$496K +$506K +4,328 New
Twin Tree Management
232
Twin Tree Management
Texas
$489K -$818 -7 -0.2%
LMFP
233
Larry Mathis Financial Planning
Arizona
$488K +$528K +4,521 New
PTC
234
Philadelphia Trust Company
Pennsylvania
$488K +$129K +1,105 +32%
SFSG
235
Sound Financial Strategies Group
Mississippi
$480K +$519K +4,441 New
Fidelity Investments
236
Fidelity Investments
Massachusetts
$473K -$98.8K -846 -16%
ML
237
McAdam LLC
Pennsylvania
$464K +$7.94K +68 +2%
WIA
238
World Investment Advisors
California
$456K +$15.1K +129 +3%
AF
239
Allworth Financial
California
$448K -$5.02K -43 -1%
OA
240
Oxbow Advisors
Texas
$440K
MCM
241
Magnolia Capital Management
New York
$439K
WCFA
242
Walkner Condon Financial Advisors
Wisconsin
$428K -$17.5K -150 -4%
SPC
243
Sigma Planning Corp
Michigan
$425K +$459K +3,932 New
CTC
244
Central Trust Company
Missouri
$411K -$40.3K -345 -8%
XT
245
XTX Topco
Cayman Islands
$410K -$230K -1,970 -34%
EFA
246
Evernest Financial Advisors
Indiana
$410K
GWP
247
Gateway Wealth Partners
Wisconsin
$402K +$435K +3,726 New
FHA
248
Flagship Harbor Advisors
Massachusetts
$398K -$197K -1,682 -31%
DADC
249
D.A. Davidson & Co
Montana
$395K +$117 +1 +0%
UBS AM
250
UBS AM
Illinois
$390K +$311K +2,660 +280%