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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
701
Peak Asset Management
Colorado
$906K – – –
JAG
702
Journey Advisory Group
Kentucky
$906K +$10.8K +318 +1%
PSP
703
Principal Street Partners
Tennessee
$905K +$5.48K +162 +0.6%
CANY
704
Caxton Associates (New York)
New York
$903K +$893K +26,400 New
GCP
705
Garda Capital Partners
Minnesota
$900K +$890K +26,319 New
AP
706
Arlington Partners
Alabama
$900K – – –
CMI
707
Clare Market Investments
Texas
$900K +$271K +8,026 +44%
GT
708
Glenview Trust
Kentucky
$898K -$134K -3,965 -13%
HWMA
709
Heritage Wealth Management (Arizona)
Arizona
$887K +$362K +10,715 +70%
MGIA
710
Moneta Group Investment Advisors
Missouri
$885K -$77.6K -2,293 -9%
GAA
711
Global Assets Advisory
Florida
$885K -$17.8K -527 -2%
BCV
712
Banque Cantonale Vaudoise
Switzerland
$880K -$298K -8,810 -25%
PG
713
Proffitt & Goodson
Tennessee
$875K +$229K +6,759 +36%
NFC
714
Northeast Financial Consultants
Connecticut
$873K +$256K +7,583 +42%
PFO
715
Pathstone Family Office
New Jersey
$871K +$241K +7,120 +57%
AWA
716
Alta Wealth Advisors
Massachusetts
$869K +$353K +10,442 +70%
PA
717
Parallel Advisors
California
$863K +$185K +5,473 +28%
CM
718
Caption Management
Oklahoma
$862K +$802K +23,723 +1,606%
PA
719
Parkside Advisors
California
$858K +$849K +25,096 New
AI
720
AXS Investments
New York
$856K – – –
BI
721
Bramshill Investments
Florida
$851K – – –
TWM
722
Tradition Wealth Management
Minnesota
$850K -$52.7K -1,557 -6%
PWM
723
Penobscot Wealth Management
Maine
$844K -$21.9K -647 -3%
WAS
724
WESPAC Advisors SoCal
California
$844K +$15.6K +460 +2%
FFA
725
First Foundation Advisors
California
$843K +$169 +5 +0%
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30 31