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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
726
Balboa Wealth Partners
Arizona
$774K -$37K -1,069 -5%
PFA
727
Pettinga Financial Advisors
Indiana
$774K +$254K +7,350 +56%
AWM
728
Accel Wealth Management
Iowa
$773K +$2.67K +77 +0.4%
FG
729
Fiduciary Group
Georgia
$771K +$710K +20,515 New
AWM
730
Apollon Wealth Management
South Carolina
$771K +$54.2K +1,565 +8%
MBT
731
Montecito Bank & Trust
California
$768K -$223K -6,450 -24%
VI
732
VanderPol Investments
Michigan
$765K +$704K +20,340 New
SWA
733
Sax Wealth Advisors
New Jersey
$764K -$22K -635 -3%
BA
734
Brightwater Advisory
Florida
$764K +$703K +20,309 New
PA
735
Parkside Advisors
California
$763K – – –
SWMP
736
Signature Wealth Management Partners
New Jersey
$761K +$241K +6,952 +52%
DGAM
737
Desjardins Global Asset Management
Quebec, Canada
$759K -$168K -4,853 -19%
OWA
738
Octavia Wealth Advisors
Ohio
$757K +$45.1K +1,302 +7%
FW
739
FirstPurpose Wealth
Utah
$755K -$762 -22 -0.1%
MWAM
740
Manhattan West Asset Management
California
$755K -$450K -12,988 -39%
HCM
741
Hollencrest Capital Management
California
$755K – – –
PWP
742
Pursue Wealth Partners
California
$752K -$64K -1,850 -8%
AFS
743
Aft Forsyth & Sober
Florida
$752K – – –
TVAMP
744
Tennessee Valley Asset Management Partners
Tennessee
$751K +$342K +9,879 +98%
SFP
745
Sweet Financial Partners
Minnesota
$750K – – –
IA
746
IFP Advisors
Florida
$745K -$1.28M -36,920 -65%
HWA
747
Hillcrest Wealth Advisors
New Jersey
$743K -$1.5M -43,205 -69%
ACI
748
Alpha Cubed Investments
California
$741K +$446K +12,897 +190%
SCM
749
Sterneck Capital Management
Missouri
$732K -$93.7K -2,706 -12%
PFBT
750
Parkside Financial Bank & Trust
Missouri
$731K +$29.6K +855 +5%
28 29
30
31 32