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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
HG
626
Herbst Group
Connecticut
$846K -$71.5K -2,075 -8%
TPCW
627
TD Private Client Wealth
New York
$846K -$209K -6,053 -19%
RAM
628
Riggs Asset Management
Pennsylvania
$844K -$188K -5,452 -18%
CRC
629
Curi RMB Capital
Illinois
$843K – – –
WAS
630
WESPAC Advisors SoCal
California
$839K +$7.96K +231 +0.9%
IF
631
Ironwood Financial
Arizona
$839K -$33.2K -964 -4%
OSAM
632
O'Shaughnessy Asset Management
Connecticut
$837K +$224K +6,509 +35%
SG
633
StoneX Group
New York
$837K -$227K -6,586 -21%
CAC
634
Certified Advisory Corp
Florida
$835K -$5K -145 -0.6%
DGAM
635
Desjardins Global Asset Management
Quebec, Canada
$830K -$1.03M -30,036 -55%
PWM
636
Penobscot Wealth Management
Maine
$829K +$15K +434 +2%
XWM
637
Xcel Wealth Management
Florida
$829K -$32.8K -952 -4%
PA
638
PSI Advisors
Florida
$828K -$21.4K -621 -2%
WEG
639
World Equity Group
Illinois
$825K +$70.7K +2,053 +9%
BI
640
Bramshill Investments
Florida
$825K – – –
TSS
641
Two Sigma Securities
New York
$825K -$588K -17,061 -41%
ECML
642
Eagle Capital Management (Louisiana)
Louisiana
$820K -$6.82K -198 -0.8%
AIC
643
Ayalon Insurance Company
Israel
$819K – – –
FBFS
644
First Business Financial Services
Wisconsin
$819K – – –
AWE
645
Avidian Wealth Enterprises
Texas
$815K -$242K -7,018 -22%
FSA
646
Financial Services Advisory
Maryland
$812K +$844K +24,495 New
PAM
647
Peak Asset Management
Colorado
$806K – – –
BFAG
648
Blackston Financial Advisory Group
Florida
$802K +$833K +24,164 New
3LCM
649
3D/L Capital Management
Connecticut
$800K -$289K -8,386 -26%
WAP
650
Wealthcare Advisory Partners
Pennsylvania
$796K -$8.72K -253 -1%
24 25
26
27 28