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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
751
Xcel Wealth Management
Florida
$569K +$17.6K +547 +3%
CF
752
Centaurus Financial
California
$565K +$79.4K +2,471 +18%
FTA
753
Financial & Tax Architects
Missouri
$565K +$533K +16,591 New
GIA
754
Granite Investment Advisors
New Hampshire
$564K -$157K -4,900 -23%
DSC
755
Duncker Streett & Co
Missouri
$562K +$84.9K +2,644 +19%
GT
756
Greenleaf Trust
Michigan
$560K -$11.8K -368 -2%
SCA
757
Sage Capital Advisors
South Dakota
$559K +$32 +1 +0%
FWP
758
Falcon Wealth Planning
California
$558K +$289 +9 +0.1%
FPW
759
Flagship Private Wealth
Massachusetts
$556K +$199K +6,184 +63%
OFG
760
Oxford Financial Group
Indiana
$553K – – –
BSW
761
Buckingham Strategic Wealth
Missouri
$551K +$1.61K +50 +0.3%
SWMP
762
Signature Wealth Management Partners
New Jersey
$548K +$9.64K +300 +2%
GA
763
Greytown Advisors
Florida
$546K -$14.9K -465 -3%
RBCM
764
Raub Brock Capital Management
California
$545K – – –
MGIA
765
Moneta Group Investment Advisors
Missouri
$543K +$512K +15,947 New
BCA
766
Biltmore Capital Advisors
New Jersey
$539K +$265K +8,255 +109%
TPCW
767
TD Private Client Wealth
New York
$537K +$29.3K +911 +6%
TW
768
Transform Wealth
Colorado
$536K +$67.5K +2,100 +15%
GFS
769
GYL Financial Synergies
Connecticut
$535K +$45.8K +1,425 +10%
GAB
770
German American Bancorp
Indiana
$533K -$779K -24,264 -61%
DCM
771
Donaldson Capital Management
Indiana
$532K +$501K +15,610 New
WP
772
WealthShield Partners
North Carolina
$532K +$502K +15,632 New
KJWM
773
Kiley Juergens Wealth Management
Washington
$531K +$502K +15,618 New
FNC
774
First National Corp
Massachusetts
$528K +$37.4K +1,164 +8%
FIA
775
Foundations Investment Advisors
Arizona
$528K +$487K +15,168 New
29 30
31
32 33