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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
451
Atom Investors
Texas
$2.37M -$929K -22,567 -28%
BFS
452
Bradley Foster & Sargent
Connecticut
$2.37M -$121K -2,944 -5%
GM
453
GeoWealth Management
Illinois
$2.37M -$1.02M -24,724 -30%
PCM
454
Poehling Capital Management
Wisconsin
$2.36M -$154K -3,750 -6%
MIM
455
Miller Investment Management
Pennsylvania
$2.35M -$2.96K -72 -0.1%
LWM
456
Laidlaw Wealth Management
New York
$2.34M +$27.7K +673 +1%
CSPIA
457
Cary Street Partners Investment Advisory
Virginia
$2.34M +$48.8K +1,185 +2%
OCPWS
458
One Charles Private Wealth Services
Massachusetts
$2.32M +$352K +8,547 +18%
WFA
459
West Financial Advisors
Iowa
$2.32M +$41K +996 +2%
CAL
460
Capital Advisors Ltd
Ohio
$2.31M – – –
BPC
461
Banque Pictet & Cie
Switzerland
$2.31M -$453K -11,000 -16%
SWA
462
Stratos Wealth Advisors
Ohio
$2.29M +$869K +21,125 +61%
BPAMU
463
BTG Pactual Asset Management US
New York
$2.29M +$2.29M +55,605 New
NWWA
464
New Wave Wealth Advisors
Arkansas
$2.28M +$2.29M +55,553 New
PVI
465
Pine Valley Investments
New Jersey
$2.28M +$732K +17,783 +47%
IAS
466
Insigneo Advisory Services
Florida
$2.27M -$1.07M -25,910 -32%
CWA
467
Clarus Wealth Advisors
Arizona
$2.26M -$29.1K -708 -1%
APF
468
Alaska Permanent Fund
Alaska
$2.26M – – –
WWM
469
Waterway Wealth Management
Texas
$2.22M +$192K +4,661 +9%
CGFA
470
Colton Groome Financial Advisors
North Carolina
$2.21M +$210K +5,100 +10%
NCM
471
Nelson Capital Management
California
$2.21M +$86.3K +2,098 +4%
JF
472
Jump Financial
Illinois
$2.19M -$1.88M -45,701 -46%
HFS
473
Horizon Financial Services
North Carolina
$2.19M -$158K -3,840 -7%
MAG
474
M3 Advisory Group
Massachusetts
$2.18M +$80.4K +1,954 +4%
WB
475
WesBanco Bank
West Virginia
$2.17M +$54K +1,313 +3%
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19
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