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State Street SPDR S&P Software & Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWB
51
RMR Wealth Builders
New Jersey
$424K
MAM
52
MWA Asset Management
Massachusetts
$405K +$107K +560 +38%
SS
53
Sunbelt Securities
Texas
$404K +$52.7K +276 +16%
RIS
54
Retirement Income Solutions
Michigan
$391K
LFAS
55
Level Four Advisory Services
Texas
$390K -$407K -2,135 -52%
BFA
56
Beacon Financial Advisory
Ohio
$385K +$10.1K +53 +3%
VFG
57
V2 Financial group
Illinois
$356K
Truist Financial
58
Truist Financial
North Carolina
$349K +$33K +173 +11%
Kovitz Investment Group Partners
59
Kovitz Investment Group Partners
Illinois
$348K -$53.8K -282 -14%
MCC
60
Money Concepts Capital
Florida
$346K -$15.6K -82 -4%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$328K -$122K -641 -28%
AWA
62
Arkadios Wealth Advisors
Georgia
$296K -$18.1K -95 -6%
SIA
63
SkyView Investment Advisors
New Jersey
$267K +$258K +1,352 New
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$260K +$18.9K +99 +8%
AQR Capital Management
65
AQR Capital Management
Connecticut
$259K +$250K +1,312 New
IA
66
IFP Advisors
Florida
$258K -$34.2K -179 -12%
GCP
67
GSA Capital Partners
United Kingdom
$258K +$249K +1,306 New
D.E. Shaw & Co
68
D.E. Shaw & Co
New York
$255K
MMA
69
Miracle Mile Advisors
California
$253K +$244K +1,281 New
CIS
70
Custom Index Systems
New York
$237K
CBA
71
Coastal Bridge Advisors
Connecticut
$231K
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$226K -$37.2K -195 -15%
CSP
73
Cary Street Partners
Virginia
$222K +$214K +1,122 New
RAM
74
Ramirez Asset Management
New York
$198K
ASN
75
Advisory Services Network
Georgia
$141K +$136K +715 New