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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
751
Procyon Advisors
Connecticut
$828K -$164K -3,981 -17%
LI
752
LVZ Inc
Michigan
$824K +$825K +20,046 New
AFS
753
Aft Forsyth & Sober
Florida
$822K – – –
PWP
754
Pursue Wealth Partners
California
$822K – – –
GP
755
Girard Partners
Pennsylvania
$822K -$149K -3,625 -15%
SFP
756
Sweet Financial Partners
Minnesota
$822K +$1.52K +37 +0.2%
FWP
757
Falcon Wealth Planning
California
$822K +$26.8K +650 +3%
HL
758
HeadInvest LLC
Maine
$821K -$22K -534 -3%
WSCM
759
Wellington Shields Capital Management
New York
$820K +$24.7K +601 +3%
DWM
760
Diversify Wealth Management
Utah
$820K +$826K +20,078 New
CC
761
Constitution Capital
Connecticut
$819K +$91.7K +2,229 +13%
ATS
762
Ashton Thomas Securities
New York
$816K +$787K +19,111 New
ECM
763
Evergreen Capital Management
Washington
$809K +$514K +12,500 +174%
CWM
764
Circle Wealth Management
New Jersey
$806K +$397K +9,639 +97%
KWA
765
Kingswood Wealth Advisors
California
$799K +$50.5K +1,228 +7%
GAM
766
Gotham Asset Management
New York
$794K +$794K +19,302 New
PCS
767
Personal CFO Solutions
New Jersey
$791K -$17.7K -429 -2%
SWA
768
SOA Wealth Advisors
New York
$789K -$6.87K -167 -0.9%
FAM
769
Family Asset Management
South Carolina
$785K +$473K +11,502 +151%
GEM
770
Global Endowment Management
North Carolina
$782K – – –
HNB
771
Hilltop National Bank
Wyoming
$779K – – –
CW
772
CreativeOne Wealth
Kansas
$779K -$1.3M -31,605 -63%
MCM
773
MV Capital Management
Maryland
$775K -$5.14K -125 -0.7%
9WM
774
9258 Wealth Management
Ohio
$769K +$171K +4,145 +28%
TC
775
TownSquare Capital
Utah
$769K +$169K +4,108 +28%
29 30
31
32 33