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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
751
Benjamin F. Edwards & Company
Missouri
$233K -$54.9K -2,419 -19%
VA
752
Valmark Advisers
Ohio
$232K +$228K +10,029 New
BPA
753
Beacon Pointe Advisors
California
$230K -$57.4K -2,529 -20%
SAM
754
SP Asset Management
California
$229K +$225K +9,912 New
STA
755
Summit Trail Advisors
New York
$226K – – –
IIA
756
IPG Investment Advisors
California
$224K +$220K +9,700 New
BIM
757
Baldwin Investment Management
Pennsylvania
$224K -$11.4K -500 -5%
BFC
758
Bedel Financial Consulting
Indiana
$223K -$6.99K -308 -3%
SC
759
SouthState Corp
Florida
$223K +$219K +9,635 New
TA
760
Tiedemann Advisors
New York
$222K -$35.4K -1,560 -14%
QCM
761
Quest Capital Management
Texas
$222K – – –
IAS
762
Investment Advisory Services
Texas
$222K +$318 +14 +0.1%
LS
763
Leelyn Smith
Illinois
$221K +$217K +9,543 New
AI
764
Accredited Investors
Minnesota
$220K -$275K -12,093 -56%
S
765
SignatureFD
Georgia
$220K +$727 +32 +0.3%
VIM
766
Vista Investment Management
Pennsylvania
$219K +$215K +9,478 New
SMFS
767
Squar Milner Financial Services
California
$218K +$20.8K +914 +11%
LFPWM
768
Leicht Financial Planning & Wealth Management
New Jersey
$217K +$220K +9,692 New
CC
769
Courier Capital
New York
$215K +$213K +9,361 New
QIM
770
Quest Investment Management
Oregon
$213K -$34.1K -1,500 -14%
ARG
771
Advisory Resource Group
Oklahoma
$213K -$24.2K -1,067 -10%
IF
772
Intrua Financial
Texas
$213K +$193K +8,497 New
PFM
773
Parsec Financial Management
North Carolina
$213K +$209K +9,192 New
RMAM
774
Raab & Moskowitz Asset Management
New Jersey
$212K -$64.1K -2,822 -23%
UBG
775
United Bank (Georgia)
Georgia
$211K -$659K -29,035 -76%
29 30
31
32 33