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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
751
Asset One Wealth Management
Washington
$1.37M +$61.6K +1,186 +5%
CFD
752
Creative Financial Designs
Indiana
$1.37M -$3.4M -65,472 -72%
CIC
753
Chilton Investment Company
Connecticut
$1.36M +$90.1K +1,734 +7%
WSFS
754
Wilmington Savings Fund Society
Delaware
$1.36M -$13.7K -264 -1%
FCH
755
Freestone Capital Holdings
Washington
$1.36M +$498K +9,579 +60%
KWM
756
Keebeck Wealth Management
Illinois
$1.35M – – –
CI
757
Cavalier Investments
Georgia
$1.35M +$1.03M +19,730 +361%
EI
758
EFG International
$1.35M +$271K +5,207 +26%
IF
759
Ironwood Financial
Arizona
$1.35M -$129K -2,490 -9%
AMG
760
Advisors Management Group
Wisconsin
$1.34M +$3.53K +68 +0.3%
GT
761
Glenview Trust
Kentucky
$1.34M -$92.4K -1,777 -7%
BIG
762
Brookwood Investment Group
Arizona
$1.33M +$642K +12,349 +99%
OCM
763
One Capital Management
California
$1.33M – – –
PWM
764
Penobscot Wealth Management
Maine
$1.33M +$17.6K +339 +1%
BCG
765
Breakwater Capital Group
New Jersey
$1.33M +$49.9K +961 +4%
HSA
766
HBK Sorce Advisory
Pennsylvania
$1.31M +$124K +2,392 +12%
DCM
767
Donaldson Capital Management
Indiana
$1.31M +$403K +7,756 +46%
TFGT
768
TS Financial Group (TSFG)
Illinois
$1.31M -$11.8K -227 -0.9%
TW
769
Tempo Wealth
Ohio
$1.31M +$15.5K +298 +1%
XWM
770
Xcel Wealth Management
Florida
$1.31M -$1.3K -25 -0.1%
SWASL
771
Spartan Wealth Advisory Services LLC
Michigan
$1.3M +$377K +7,253 +43%
FBFS
772
First Business Financial Services
Wisconsin
$1.29M – – –
HBT
773
Hills Bank & Trust
Iowa
$1.29M +$284K +5,459 +29%
CTA
774
Camelot Technology Advisors
California
$1.29M -$783K -15,057 -39%
ECML
775
Eagle Capital Management (Louisiana)
Louisiana
$1.29M +$50.1K +964 +4%
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