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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
426
Perigon Wealth Management
California
$4.21M -$569K -11,499 -13%
KWA
427
Kingswood Wealth Advisors
California
$4.21M +$89.7K +1,813 +2%
VFA
428
Valeo Financial Advisors
Indiana
$4.2M +$84.9K +1,716 +2%
RIA
429
Regal Investment Advisors
Michigan
$4.19M +$206K +4,165 +5%
VWM
430
Vivid Wealth Management
Iowa
$4.16M -$132K -2,662 -3%
DWM
431
Darwin Wealth Management
Florida
$4.16M -$209K -4,226 -5%
KCM
432
Kennicott Capital Management
California
$4.14M -$1.65M -33,420 -30%
WIM
433
Westside Investment Management
California
$4.13M – – –
FT
434
Fiduciary Trust
Massachusetts
$4.13M +$22.5K +455 +0.6%
FMTCOCP
435
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.12M -$17.9K -361 -0.5%
FWA
436
FOCUS Wealth Advisors
Texas
$4.06M +$29K +585 +0.8%
AFM
437
Abbot Financial Management
Massachusetts
$4.05M -$35.4K -715 -0.9%
VFG
438
Victory Financial Group
Texas
$4.04M -$118K -2,393 -3%
GC
439
Gillson Capital
Illinois
$4.03M +$3.81M +77,000 New
RPGNY
440
Retirement Planning Group (New York)
New York
$4.02M -$80.9K -1,634 -2%
RT
441
Rockland Trust
Massachusetts
$4.01M -$590K -11,927 -13%
3AM
442
3EDGE Asset Management
Florida
$3.99M -$1.89M -38,176 -33%
PCA
443
Peddock Capital Advisors
Massachusetts
$3.97M +$162K +3,281 +5%
WF
444
Warner Financial
Maryland
$3.97M -$93.3K -1,885 -2%
MCG
445
McCollum Christoferson Group
New York
$3.96M +$2.6M +52,620 +229%
BAM
446
Belpointe Asset Management
Nevada
$3.95M -$2.03M -40,995 -35%
JWA
447
JFS Wealth Advisors
Pennsylvania
$3.94M +$127K +2,567 +4%
SC
448
SummitTX Capital
Texas
$3.93M +$3.72M +75,066 New
SB
449
SIG Brokerage
New York
$3.93M +$3.71M +75,048 New
SEM
450
Strategic Equity Management
Arizona
$3.91M +$3.7M +74,691 New
16 17
18
19 20