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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
751
Riversedge Advisors
Delaware
$584K +$2.58K +79 +0.5%
TCM
752
Tuttle Capital Management
Connecticut
$581K -$51.1K -1,566 -8%
FNBT
753
FineMark National Bank & Trust
Florida
$580K -$77.9K -2,387 -12%
CWM
754
Circle Wealth Management
New Jersey
$579K +$22.7K +695 +4%
PFO
755
Pathstone Family Office
New Jersey
$578K +$32.9K +1,007 +6%
CG
756
Colony Group
Massachusetts
$573K -$71.7K -2,197 -11%
CAG
757
Csenge Advisory Group
Florida
$572K -$29.1K -891 -5%
NWA
758
Navis Wealth Advisors
New York
$568K +$587 +18 +0.1%
ACG
759
Allen Capital Group
Nebraska
$565K -$5.71K -175 -1%
AFO
760
Allie Family Office
Florida
$564K +$11.7K +360 +2%
CWM
761
Connecticut Wealth Management
Connecticut
$564K -$25.6K -784 -4%
ATC
762
Argent Trust Co
Tennessee
$564K +$50.4K +1,545 +10%
AIFAIM
763
American Institute for Advanced Investment Management
Arizona
$560K -$45.7K -1,400 -8%
IP
764
Investment Partners
Ohio
$557K – – –
RA
765
RFG Advisory
Alabama
$556K -$394K -12,061 -42%
WIA
766
Westbourne Investment Advisors
Maryland
$550K +$23.3K +713 +5%
DI
767
DFPG Investments
Utah
$548K +$256K +7,847 +101%
LA
768
Lynch & Associates
Indiana
$542K +$31.8K +975 +6%
SBH
769
Segall Bryant & Hamill
Illinois
$540K -$6K -184 -1%
1IA
770
1834 Investment Advisors
Wisconsin
$540K – – –
HFW
771
Horizon Family Wealth
Illinois
$540K -$64K -1,960 -11%
APP
772
Avantax Planning Partners
Iowa
$538K -$19.6K -600 -4%
BAM
773
Brave Asset Management
New Jersey
$537K – – –
PIA
774
Powell Investment Advisors
Florida
$536K -$521K -15,976 -50%
WFAG
775
Worth Financial Advisory Group
North Carolina
$536K -$62.6K -1,918 -11%
29 30
31
32 33