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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
PNAA
601
Pictet North America Advisors
Switzerland
$1.02M – – –
ACM
602
Advisors Capital Management
New Jersey
$1.02M +$144K +4,484 +18%
CCM
603
Condor Capital Management
New Jersey
$1.02M +$168K +5,231 +21%
AF
604
Allworth Financial
California
$1.02M +$41.2K +1,283 +4%
MIM
605
Marco Investment Management
Georgia
$1.01M +$128 +4 +0%
ACM
606
Azimuth Capital Management
Michigan
$1.01M -$22.7M -707,095 -96%
PA
607
PFG Advisors
Arizona
$1.01M +$953K +29,679 New
CWM
608
Collaborative Wealth Management
Florida
$1.01M +$846K +26,343 New
HL
609
HeadInvest LLC
Maine
$1M -$64 -2 -0%
CFA
610
Carroll Financial Associates
North Carolina
$1M +$135K +4,203 +17%
OPWM
611
Oxinas Partners Wealth Management
Indiana
$1M +$172K +5,368 +22%
MFG
612
MidWestOne Financial Group
Iowa
$991K – – –
PP
613
Patten & Patten
Tennessee
$985K +$8.61K +268 +0.9%
IF
614
Ironwood Financial
Arizona
$974K -$15.5K -482 -2%
RFN
615
RDA Financial Network
Iowa
$974K +$33.9K +1,055 +4%
SF
616
Synovus Financial
Georgia
$965K -$636K -19,796 -41%
AC
617
Abbrea Capital
California
$965K +$2.47K +77 +0.3%
CASB
618
Cape Ann Savings Bank
Massachusetts
$962K -$17.5K -546 -2%
FNT
619
First National Trust
Pennsylvania
$962K -$4.5K -140 -0.5%
SWA
620
Sax Wealth Advisors
New Jersey
$962K +$908K +28,267 New
OIA
621
Optimum Investment Advisors
Illinois
$960K -$16.1K -500 -2%
CAM
622
Cresset Asset Management
Illinois
$955K +$479K +14,928 +114%
CCA
623
Clearwater Capital Advisors
Illinois
$950K -$18.6K -579 -2%
VVP
624
Venture Visionary Partners
Ohio
$947K -$63.8K -1,985 -7%
NW
625
NewEdge Wealth
Pennsylvania
$943K +$889K +27,682 New
23 24
25
26 27