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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
776
American Asset Management
Florida
$248K +$17.3K +602 +7%
LCS
777
Levin Capital Strategies
New York
$248K +$259K +9,000 New
LG
778
Leuthold Group
Minnesota
$248K +$259K +9,004 New
KJWM
779
Kiley Juergens Wealth Management
Washington
$247K -$28.7K -998 -10%
CAM
780
Claret Asset Management
Quebec, Canada
$247K -$864 -30 -0.3%
RWA
781
River Wealth Advisors
Pennsylvania
$247K +$20.4K +707 +9%
MSR
782
Main Street Research
Connecticut
$247K +$258K +8,953 New
TWM
783
Torch Wealth Management
Ohio
$246K +$31.8K +1,105 +14%
FIG
784
FundX Investment Group
California
$245K +$256K +8,895 New
SFWA
785
Summit Financial Wealth Advisors
Louisiana
$244K -$157K -5,460 -38%
ACG
786
Allen Capital Group
Nebraska
$244K – – –
WA
787
Wealth Architects
California
$242K -$3.89K -135 -2%
JFG
788
JMG Financial Group
Illinois
$240K – – –
CBU
789
CIBC Bank USA
Illinois
$238K – – –
IIC
790
Integrated Investment Consultants
Michigan
$233K +$243K +8,450 New
SFM
791
Stack Financial Management
Montana
$225K – – –
BBPWM
792
Blue Bell Private Wealth Management
Pennsylvania
$225K +$138K +4,800 +142%
CHA
793
Carmichael Hill & Associates
Maryland
$224K +$234K +8,110 New
UWM
794
USAdvisors Wealth Management
Minnesota
$222K -$3.74K -130 -2%
CWM
795
Calamos Wealth Management
Illinois
$220K +$19.1K +662 +9%
KC
796
Kingfisher Capital
North Carolina
$219K +$18.1K +627 +9%
CBT
797
Capital Bank & Trust
California
$218K – – –
BAM
798
Berkshire Asset Management
Pennsylvania
$217K -$5.27K -183 -2%
BFG
799
Barber Financial Group
Kansas
$217K +$58 +2 +0%
BFG
800
Bouchey Financial Group
New York
$217K +$17.6K +610 +8%
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