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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
751
Capital Asset Advisory Services
Michigan
$331K +$89.1K +3,330 +42%
MP
752
McDonald Partners
Ohio
$331K +$300K +11,212 New
AWE
753
Avidian Wealth Enterprises
Texas
$329K -$293K -10,961 -50%
HPC
754
HM Payson & Co
Maine
$327K – – –
RMDI
755
R.M. Davis Inc
Maine
$326K +$5.48K +205 +2%
TI
756
tru Independence
Oregon
$324K +$234K +8,750 +389%
NEGWA
757
New England Guild Wealth Advisors
Connecticut
$324K +$294K +10,992 New
APWM
758
Atlas Private Wealth Management
New York
$321K -$33.4K -1,247 -10%
EM
759
ELCO Management
New York
$321K -$8.29K -310 -3%
AW
760
ACG Wealth
Georgia
$316K -$28.3K -1,059 -9%
CA
761
Clearstead Advisors
Ohio
$315K -$2.25K -84 -0.8%
ATC
762
Adirondack Trust Company
New York
$314K +$163K +6,085 +127%
RA
763
RFG Advisory
Alabama
$313K +$23.5K +878 +9%
APP
764
Avantax Planning Partners
Iowa
$311K +$282K +10,538 New
CDH
765
Charles D. Hyman
$310K – – –
CNFG
766
Creegan & Nassoura Financial Group
New Hampshire
$310K – – –
RWG
767
Ratio Wealth Group
Colorado
$310K +$281K +10,501 New
AAIM
768
Asset Advisors Investment Management
Georgia
$308K -$133K -4,960 -32%
JAG
769
Journey Advisory Group
Kentucky
$306K +$277K +10,370 New
MHS
770
M Holdings Securities
Oregon
$306K +$278K +10,395 New
AIM
771
Aspen Investment Management
Michigan
$305K -$13.4K -500 -5%
FMWA
772
Forvis Mazars Wealth Advisors
Missouri
$302K +$274K +10,240 New
LC
773
LCNB Corp
Ohio
$302K +$274K +10,250 New
NB
774
Northwest Bancshares
Pennsylvania
$301K -$58.5K -2,185 -18%
DMC
775
Drexel Morgan & Co
Pennsylvania
$301K – – –
29 30
31
32 33