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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
751
Clearwater Capital Advisors
Illinois
$623K +$10.5K +305 +2%
PAM
752
Private Asset Management
California
$621K -$31.1K -901 -4%
SBH
753
Segall Bryant & Hamill
Illinois
$620K – – –
LWP
754
Lumature Wealth Partners
Georgia
$620K +$34.1K +987 +5%
RIA
755
RPG Investment Advisory
California
$618K +$8.64K +250 +1%
CWMGP
756
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$616K +$43.7K +1,265 +7%
SWA
757
SOA Wealth Advisors
New York
$608K +$2.56K +74 +0.4%
OFG
758
Oxford Financial Group
Indiana
$606K -$183K -5,286 -22%
PG
759
Proffitt & Goodson
Tennessee
$604K +$71.4K +2,067 +12%
PCA
760
Providence Capital Advisors
North Carolina
$600K +$240K +6,957 +57%
HWA
761
Heritage Wealth Advisors
Virginia
$599K +$93K +2,691 +16%
GEM
762
Global Endowment Management
North Carolina
$598K – – –
HCP
763
Hexagon Capital Partners
Arkansas
$597K +$25.5K +739 +4%
OWA
764
Octavia Wealth Advisors
Ohio
$596K +$104 +3 +0%
APP
765
Avantax Planning Partners
Iowa
$595K +$2.87K +83 +0.4%
TPCW
766
TD Private Client Wealth
New York
$593K -$1.62K -47 -0.2%
AW
767
ACG Wealth
Georgia
$592K +$45.7K +1,322 +8%
SQA
768
Simon Quick Advisors
New Jersey
$592K +$267K +7,725 +78%
PA
769
Procyon Advisors
Connecticut
$592K +$374K +10,813 +135%
CAM
770
Concorde Asset Management
Michigan
$589K -$26.3K -760 -4%
BSW
771
Buckingham Strategic Wealth
Missouri
$588K +$66.1K +1,912 +11%
AAIM
772
Asset Advisors Investment Management
Georgia
$587K -$79.5K -2,300 -11%
ATC
773
Adirondack Trust Company
New York
$584K -$11.9K -345 -2%
W
774
WorthPointe
California
$582K +$6.91K +200 +1%
FCAG
775
First Capital Advisors Group
New Jersey
$581K -$345K -9,981 -35%
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