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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
751
Penobscot Wealth Management
Maine
$1.2M +$45.2K +867 +4%
SOAM
752
SBI Okasan Asset Management
Japan
$1.2M +$1.29M +24,820 New
FRM
753
Fox Run Management
Connecticut
$1.2M -$7.65M -146,800 -86%
MFS
754
Mattson Financial Services
Michigan
$1.19M -$15.9K -306 -1%
TW
755
Tempo Wealth
Ohio
$1.19M +$103K +1,975 +9%
PWM
756
Peterson Wealth Management
Nevada
$1.19M +$19.8K +380 +2%
FBFS
757
First Business Financial Services
Wisconsin
$1.19M – – –
SP
758
Stonebrook Private
Michigan
$1.19M -$43.7K -838 -3%
CASB
759
Cape Ann Savings Bank
Massachusetts
$1.18M -$6.46K -124 -0.5%
RCA
760
Ranch Capital Advisors
Florida
$1.18M -$8.39K -161 -0.7%
LC
761
Landaas & Company
Wisconsin
$1.17M +$23.5K +451 +2%
BCG
762
Breakwater Capital Group
New Jersey
$1.17M -$67.2K -1,289 -5%
CIC
763
Chilton Investment Company
Connecticut
$1.17M – – –
NWM
764
Nova Wealth Management
Florida
$1.17M +$35.6K +683 +3%
NWA
765
Navis Wealth Advisors
New York
$1.16M -$15K -287 -1%
PP
766
PFS Partners
New Jersey
$1.16M -$39.5K -758 -3%
CWM
767
C2C Wealth Management
Arizona
$1.15M -$36.2K -695 -3%
SAM
768
Sherman Asset Management
California
$1.14M +$399K +7,649 +50%
ECML
769
Eagle Capital Management (Louisiana)
Louisiana
$1.14M -$19.8K -380 -2%
AAP
770
Ardsley Advisory Partners
Connecticut
$1.14M +$1.2M +23,000 New
AF
771
Arrow Financial
New York
$1.13M – – –
AGAM
772
Audent Global Asset Management
California
$1.12M -$354K -6,795 -29%
GCM
773
Gallacher Capital Management
Colorado
$1.11M -$451K -8,652 -28%
7WCP
774
71 West Capital Partners
Massachusetts
$1.11M – – –
CCWA
775
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.11M +$1.17M +22,432 New
29 30
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32 33