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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
676
BigSur Wealth Management
Florida
$914K -$1.1M -31,700 -57%
FBFS
677
First Business Financial Services
Wisconsin
$906K -$20.4K -589 -2%
PCS
678
Personal CFO Solutions
New Jersey
$899K +$827K +23,896 New
BMCM
679
Bryn Mawr Capital Management
Pennsylvania
$898K -$865 -25 -0.1%
ATI
680
Act Two Investors
California
$896K +$63.1K +1,822 +8%
AGAM
681
Audent Global Asset Management
California
$892K +$107K +3,100 +15%
PWM
682
Penobscot Wealth Management
Maine
$891K -$44.8K -1,295 -5%
CAM
683
CenterStar Asset Management
Illinois
$884K +$813K +23,486 New
CIC
684
Chilton Investment Company
Connecticut
$884K – – –
USB
685
Union Savings Bank
Connecticut
$880K -$3.53K -102 -0.4%
JCFM
686
JBR Co Financial Management
Oklahoma
$879K +$809K +23,365 New
FSA
687
Financial Services Advisory
Maryland
$875K -$42.4K -1,225 -5%
CBT
688
Central Bank & Trust
Kentucky
$873K – – –
SIC
689
Salem Investment Counselors
North Carolina
$873K -$5.37K -155 -0.7%
ECML
690
Eagle Capital Management (Louisiana)
Louisiana
$872K -$53.1K -1,533 -6%
AFP
691
Ausdal Financial Partners
Iowa
$871K +$62.5K +1,805 +8%
EGM
692
Engineers Gate Manager
New York
$869K +$800K +23,104 New
EMAM
693
Encompass More Asset Management
California
$866K +$798K +23,041 New
JAG
694
Journey Advisory Group
Kentucky
$865K – – –
DC
695
Davenport & Co
Virginia
$862K +$41.8K +1,206 +6%
ECA
696
Elevated Capital Advisors
Utah
$856K +$44.2K +1,277 +6%
AFA
697
American Financial Advisors
Georgia
$854K -$485 -14 -0.1%
SAW
698
Signal Advisors Wealth
Michigan
$847K +$780K +22,517 New
TPCW
699
TD Private Client Wealth
New York
$847K -$104K -2,992 -12%
SG
700
StoneX Group
New York
$842K -$98.1K -2,834 -11%
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