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State Street Communication Services Select Sector SPDR ETF
XLC

Name Holding Trade Value Shares
Change 		Change in
Stake
OAS
926
Optivise Advisory Services
Tennessee
$247K +$21.1K +183 +10%
MF
927
Meridian Financial
Massachusetts
$247K – – –
SIA
928
Strategic Investment Advisors
Michigan
$247K +$225K +1,951 +1,327%
WLIM
929
White Lighthouse Investment Management
Massachusetts
$247K +$241K +2,096 New
WWM
930
Whalen Wealth Management
Nevada
$246K +$241K +2,090 New
LAM
931
Lifestyle Asset Management
Texas
$245K +$239K +2,078 New
KCM
932
Kennicott Capital Management
California
$245K – – –
CP
933
Canopy Partners
Ohio
$244K – – –
CWG
934
Crown Wealth Group
North Carolina
$244K +$238K +2,071 New
CCMG
935
Clark Capital Management Group
Pennsylvania
$243K +$35.2K +306 +17%
EWM
936
Elevation Wealth Management
Minnesota
$242K +$237K +2,057 New
LSPW
937
Lake Street Private Wealth
Illinois
$242K +$1.84K +16 +0.8%
CFS
938
CRA Financial Services
New Jersey
$242K – – –
AC
939
ASB Consultores
Florida
$242K – – –
TFA
940
Teamwork Financial Advisors
Texas
$241K +$236K +2,051 New
TBWA
941
Three Bridge Wealth Advisors
California
$239K -$35.7K -310 -13%
GFA
942
Gallagher Fiduciary Advisors
Illinois
$238K +$31.1K +270 +15%
BOJHT
943
Bank of Jackson Hole Trust
Wyoming
$238K +$9.9K +86 +4%
TCWA
944
Turtle Creek Wealth Advisors
Texas
$237K – – –
YDMI
945
Y.D. More Investments
Israel
$235K – – –
GLLW
946
Graves Light Lenhart Wealth
Virginia
$235K – – –
FWA
947
FSM Wealth Advisors
Ohio
$235K +$13.9K +121 +6%
WHCI
948
W.H. Cornerstone Investments
Massachusetts
$234K +$691 +6 +0.3%
1SB
949
1ST Source Bank
Indiana
$234K +$229K +1,986 New
SWM
950
Silverlake Wealth Management
Vermont
$231K -$4.95K -43 -2%
36 37
38
39 40