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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
501
Davenport & Co
Virginia
$1.02M +$388K +13,208 +66%
CAG
502
Crestwood Advisors Group
Massachusetts
$1.01M -$18.7K -637 -2%
SW
503
SteelPeak Wealth
California
$1.01M +$964K +32,831 New
SIA
504
Strategic Investment Advisors
Michigan
$1.01M +$963K +32,803 New
GFS
505
GYL Financial Synergies
Connecticut
$1.01M +$53.1K +1,808 +6%
BKA
506
Brick & Kyle Associates
Pennsylvania
$1.01M -$31.2K -1,063 -3%
PSP
507
Principal Street Partners
Tennessee
$991K -$3.04M -103,598 -76%
LWM
508
Loveless Wealth Management
Montana
$986K +$941K +32,072 New
PFPT
509
Pinnacle Financial Partners (Tennessee)
Tennessee
$981K +$227K +7,749 +32%
PAS
510
Park Avenue Securities
New York
$980K -$39.2K -1,337 -4%
TPWA
511
TRUE Private Wealth Advisors
Oregon
$976K -$86.3K -2,940 -8%
BF
512
BOK Financial
Oklahoma
$972K -$51.4K -1,752 -5%
DIP
513
DT Investment Partners
Pennsylvania
$969K +$924K +31,495 New
CCMD
514
Cypress Capital Management (Delaware)
Delaware
$954K – – –
CCM
515
Condor Capital Management
New Jersey
$953K -$29.2K -994 -3%
FEM
516
Fulcrum Equity Management
Texas
$951K +$771K +26,255 +565%
FNBT
517
FineMark National Bank & Trust
Florida
$941K +$232K +7,916 +35%
MIM
518
Marco Investment Management
Georgia
$935K +$117 +4 +0%
TFGT
519
TS Financial Group (TSFG)
Illinois
$932K +$95.1K +3,239 +12%
MCM
520
MV Capital Management
Maryland
$931K -$44.3K -1,509 -5%
AI
521
Aperture Investors
New York
$931K +$888K +30,252 New
FHA
522
Flagship Harbor Advisors
Massachusetts
$929K -$35.4K -1,206 -4%
LBD
523
Landsberg Bennett & Dubbaneh
Florida
$928K -$888K -30,240 -50%
MWM
524
Mattern Wealth Management
Kansas
$920K +$877K +29,898 New
AC
525
Abbrea Capital
California
$919K -$5.87K -200 -0.7%
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