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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
BCG
751
Breakwater Capital Group
New Jersey
$845K +$70.8K +1,794 +10%
CBT
752
Central Bank & Trust
Kentucky
$844K -$125K -3,174 -14%
AFS
753
Aft Forsyth & Sober
Florida
$842K – – –
PWP
754
Pursue Wealth Partners
California
$842K – – –
SFP
755
Sweet Financial Partners
Minnesota
$841K – – –
FEM
756
Fulcrum Equity Management
Texas
$839K +$183K +4,641 +30%
HAS
757
HBW Advisory Services
California
$836K – – –
PIA
758
Perennial Investment Advisors
California
$832K +$38.3K +971 +5%
BA
759
Brightwater Advisory
Florida
$832K -$22.4K -567 -3%
CCM
760
CAAS Capital Management
New York
$830K +$778K +19,700 New
SWMP
761
Signature Wealth Management Partners
New Jersey
$829K -$22.4K -567 -3%
PCS
762
Personal CFO Solutions
New Jersey
$828K -$167K -4,233 -18%
FW
763
FirstPurpose Wealth
Utah
$821K – – –
PFBT
764
Parkside Financial Bank & Trust
Missouri
$819K +$237 +6 +0%
PWM
765
Penobscot Wealth Management
Maine
$818K -$169K -4,288 -18%
SWA
766
SOA Wealth Advisors
New York
$815K +$1.97K +50 +0.3%
WSCM
767
Wellington Shields Capital Management
New York
$815K +$764K +19,346 New
FWP
768
Falcon Wealth Planning
California
$814K +$8.57K +217 +1%
BWM
769
BNC Wealth Management
Oregon
$813K -$99.8K -2,529 -12%
QCM
770
QRG Capital Management
Illinois
$809K +$101K +2,568 +15%
GEM
771
Global Endowment Management
North Carolina
$802K – – –
MCM
772
MV Capital Management
Maryland
$800K -$15.8K -400 -2%
E
773
ETFidea
New York
$799K – – –
HNB
774
Hilltop National Bank
Wyoming
$798K +$748K +18,956 New
DWP
775
Destiny Wealth Partners
Florida
$796K – – –
29 30
31
32 33