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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
626
Johnson Investment Counsel
Ohio
$2.25M +$43.4K +866 +2%
CICC
627
Capital Investment Counsel (Colorado)
Colorado
$2.24M +$412K +8,217 +22%
AWM
628
Apollon Wealth Management
South Carolina
$2.24M +$106K +2,122 +5%
NW
629
NewEdge Wealth
Pennsylvania
$2.22M +$813K +16,201 +57%
RFO
630
RiverGlades Family Offices
Florida
$2.22M -$53.2K -1,060 -2%
AWM
631
Axxcess Wealth Management
California
$2.21M +$103K +2,044 +5%
PA
632
Pinnacle Associates
New York
$2.2M +$155K +3,097 +8%
1L
633
10Elms LLP
Oklahoma
$2.2M -$87.3K -1,740 -4%
NFSG
634
Newbridge Financial Services Group
Florida
$2.18M -$78.5K -1,566 -3%
RCP
635
Rothschild Capital Partners
New York
$2.18M +$196K +3,900 +10%
IFPG
636
Intrepid Financial Planning Group
Indiana
$2.18M -$82.8K -1,650 -4%
BFG
637
Beacon Financial Group
Texas
$2.14M -$224K -4,469 -9%
AF
638
Apollon Financial
South Carolina
$2.14M +$419K +8,362 +24%
BHBT
639
Burke & Herbert Bank & Trust
Virginia
$2.13M +$5.52K +110 +0.3%
PF
640
PlanWiser Financial
Colorado
$2.13M +$2.16M +43,133 New
VF
641
Virtu Financial
New York
$2.13M +$2.14M +42,752 New
PT
642
Plimoth Trust
Massachusetts
$2.12M +$521K +10,388 +32%
CPA
643
Court Place Advisors
Maryland
$2.12M +$301 +6 +0%
PM
644
Parametrica Management
Hong Kong
$2.12M – – –
FFA
645
Founders Financial Alliance
North Carolina
$2.11M +$991K +19,754 +87%
AO
646
Advisor OS
Illinois
$2.11M +$342K +6,827 +19%
RL
647
Retireful LLC
Michigan
$2.1M +$2.14M +42,708 New
HFS
648
Horizon Financial Services
North Carolina
$2.08M -$386K -7,697 -16%
DCM
649
Dimension Capital Management
Florida
$2.07M +$14.9K +298 +0.7%
WP
650
WealthPLAN Partners
Nebraska
$2.07M +$321K +6,405 +18%
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