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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
526
Lyell Wealth Management
California
$1.18M +$6.74K +204 +0.5%
NFG
527
Nations Financial Group
Iowa
$1.17M -$29.5K -894 -2%
CFSG
528
Clark Financial Services Group
Missouri
$1.17M +$1.27M +38,408 New
MSS
529
Mitchell Sinkler & Starr
Pennsylvania
$1.15M -$39.7K -1,200 -3%
AWM
530
Avitas Wealth Management
California
$1.15M +$25.1K +760 +2%
CFGS
531
Concourse Financial Group Securities
Alabama
$1.14M -$36.2K -1,094 -3%
RFA
532
Resurgent Financial Advisors
Georgia
$1.14M +$81.1K +2,455 +7%
EA
533
Eudaimonia Advisors
Tennessee
$1.13M +$18K +546 +1%
BCM
534
Boltwood Capital Management
California
$1.13M +$83.1K +2,515 +7%
MA
535
MUFG Americas
New York
$1.13M -$69.1K -2,090 -5%
RC
536
Rovin Capital
Arizona
$1.13M +$13.6K +411 +1%
CAC
537
Certified Advisory Corp
Florida
$1.13M +$10.3K +312 +0.8%
GWSG
538
GPS Wealth Strategies Group
Colorado
$1.12M -$568K -17,182 -32%
CWM
539
C2C Wealth Management
Arizona
$1.12M +$8.96K +271 +0.8%
VA
540
Valmark Advisers
Ohio
$1.11M -$71.5K -2,164 -6%
CM
541
Capula Management
Cayman Islands
$1.1M -$6.36M -192,514 -84%
CHJWM
542
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.1M -$48.9K -1,478 -4%
LWM
543
Lionsbridge Wealth Management
Florida
$1.1M +$3.31K +100 +0.3%
H
544
HoyleCohen
California
$1.1M +$157K +4,739 +15%
SP
545
Successful Portfolios
Florida
$1.1M -$11.3K -342 -0.9%
AS
546
Altshuler Shaham
Israel
$1.09M – – –
CIP
547
Capital Insight Partners
Arizona
$1.09M -$589K -17,829 -33%
FFA
548
Founders Financial Alliance
North Carolina
$1.09M +$166K +5,019 +16%
SG
549
StoneX Group
New York
$1.08M -$130K -3,942 -10%
KWM
550
Keebeck Wealth Management
Illinois
$1.08M +$107K +3,247 +10%
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