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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
501
Flagship Harbor Advisors
Massachusetts
$1.14M +$550K +19,082 +82%
MC
502
Mathes Company
New York
$1.14M +$748K +25,970 +169%
LA
503
LexAurum Advisors
Kansas
$1.14M +$1.19M +41,221 New
SHA
504
Seneca House Advisors
Virginia
$1.13M +$275K +9,543 +30%
PA
505
Pinnacle Associates
New York
$1.13M -$14.7K -512 -1%
OIM
506
Orca Investment Management
Oregon
$1.13M -$324K -11,251 -22%
WI
507
Wintrust Investments
Illinois
$1.12M +$64.2K +2,230 +6%
HSA
508
HBK Sorce Advisory
Pennsylvania
$1.11M +$286K +9,933 +33%
SSWM
509
Sheets Smith Wealth Management
North Carolina
$1.11M -$15.8K -548 -1%
USGIU
510
U.S. Global Investors (USGI)
Texas
$1.11M +$587K +20,400 +104%
CA
511
Calton & Associates
Florida
$1.1M +$196K +6,800 +20%
DY
512
Dowling & Yahnke
California
$1.1M -$111K -3,867 -9%
EGA
513
E&G Advisors
Texas
$1.08M – – –
NSIM
514
North Star Investment Management
Illinois
$1.08M +$241K +8,356 +27%
DC
515
Davenport & Co
Virginia
$1.07M -$115K -3,997 -9%
IUHSA
516
Itau Unibanco Holding S.A.
Brazil
$1.07M +$1.11M +38,700 New
BAM
517
Belpointe Asset Management
Nevada
$1.06M -$83.2K -2,889 -7%
EWA
518
Exencial Wealth Advisors
Oklahoma
$1.04M +$83.5K +2,899 +8%
EFS
519
Essex Financial Services
Connecticut
$1.02M +$462K +16,059 +76%
LCM
520
Lucas Capital Management
New Jersey
$1.01M +$91.3K +3,170 +9%
ACS
521
Archford Capital Strategies
Illinois
$998K +$16.6K +577 +2%
PGFC
522
Peapack-Gladstone Financial Corp
New Jersey
$997K -$165K -5,739 -14%
AAM
523
Aureus Asset Management
Massachusetts
$990K +$1.03M +35,916 New
TG
524
TLP Group
Illinois
$983K -$596K -20,679 -37%
SSB
525
Sandy Spring Bank
Maryland
$983K +$162K +5,612 +19%
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