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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
751
One Capital Management
California
$571K +$593K +17,200 New
FEM
752
Fulcrum Equity Management
Texas
$570K -$47.3K -1,374 -7%
BCG
753
Breakwater Capital Group
New Jersey
$564K +$85.9K +2,494 +17%
TNB
754
Thomasville National Bank
Georgia
$563K -$62.1K -1,801 -10%
AA
755
Alesco Advisors
New York
$561K +$583K +16,914 New
HWA
756
Heritage Wealth Advisors
Virginia
$561K -$22.2K -645 -4%
NWA
757
Navis Wealth Advisors
New York
$558K -$413 -12 -0.1%
ARC
758
Advisor Resource Council
Texas
$558K -$25.4K -737 -4%
ACP
759
Aveo Capital Partners
Colorado
$555K -$80.5K -2,335 -12%
IP
760
Investment Partners
Ohio
$548K – – –
AIFAIM
761
American Institute for Advanced Investment Management
Arizona
$542K -$71.8K -2,084 -13%
PMIA
762
Patrick Mauro Investment Advisor
Illinois
$534K -$102K -2,958 -16%
LA
763
Lynch & Associates
Indiana
$533K – – –
WFAG
764
Worth Financial Advisory Group
North Carolina
$533K +$6.24K +181 +1%
CCWM
765
Cassaday & Co Wealth Management
Virginia
$533K +$205K +5,953 +59%
AFO
766
Allie Family Office
Florida
$533K -$23.1K -670 -4%
S
767
SignatureFD
Georgia
$533K +$12.6K +367 +2%
1IA
768
1834 Investment Advisors
Wisconsin
$531K – – –
APP
769
Avantax Planning Partners
Iowa
$529K – – –
PIA
770
Powell Investment Advisors
Florida
$528K +$793 +23 +0.1%
BAM
771
Brave Asset Management
New Jersey
$528K – – –
PFGIA
772
Patriot Financial Group Insurance Agency
Massachusetts
$527K -$100K -2,909 -15%
SBH
773
Segall Bryant & Hamill
Illinois
$527K -$5.17K -150 -0.9%
GT
774
Greenleaf Trust
Michigan
$527K +$80.1K +2,325 +17%
BAM
775
Belpointe Asset Management
Nevada
$525K -$1.31M -38,014 -71%
29 30
31
32 33