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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
FTIOP
701
Fiduciary Trust International of Pennsylvania
Pennsylvania
$363K +$350K +13,000 New
GAMA
702
Graticule Asia Macro Advisors
New York
$360K -$10.6M -392,100 -97%
PWW
703
Pettyjohn Wood & White
Virginia
$357K – – –
PC
704
Palo Capital
California
$349K +$337K +12,514 New
RW
705
Rand Wealth
Maryland
$345K -$32.7K -1,214 -9%
PP
706
PagnatoKarp Partners
Virginia
$344K +$332K +12,331 New
SC
707
SouthState Corp
Florida
$342K +$330K +12,263 New
AP
708
Advisors Preferred
Maryland
$340K +$214K +7,960 +189%
BAS
709
Brown Advisory Securities
Maryland
$337K +$30.7K +1,142 +10%
DWT
710
Dorsey & Whitney Trust
South Dakota
$337K +$35.6K +1,322 +12%
BFPW
711
BOK Financial Private Wealth
Colorado
$324K – – –
ACM
712
AlphaStar Capital Management
North Carolina
$324K +$312K +11,598 New
WTC
713
WhitTier Trust Company
Nevada
$323K – – –
SS
714
Sunbelt Securities
Texas
$322K -$21K -780 -6%
B
715
Brightworth
Georgia
$320K +$4.49K +167 +1%
LWM
716
Lyons Wealth Management
Florida
$319K -$28.9K -1,073 -9%
SIA
717
Spruce Investment Advisors
Connecticut
$315K -$14.5K -540 -5%
TI
718
Telemetry Investments
New York
$315K +$304K +11,300 New
CCG
719
Cypress Capital Group
Florida
$311K +$28.9K +1,075 +11%
AWCI
720
Alpine Woods Capital Investors
New York
$307K – – –
VWM
721
Valley Wealth Managers
New Jersey
$305K +$7.32K +272 +3%
MRCM
722
M&R Capital Management
New Jersey
$305K +$20.2K +750 +7%
WPC
723
White Pine Capital
Minnesota
$304K -$293K -10,900 -50%
QIM
724
Quest Investment Management
Oregon
$299K – – –
ICM
725
IMS Capital Management
Oregon
$298K +$17.9K +666 +7%
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