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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
776
Ferris Capital
Massachusetts
$232K +$19K +700 +9%
PMFA
777
Plante Moran Financial Advisors
Michigan
$231K -$2.57K -95 -1%
APW
778
Acima Private Wealth
Virginia
$231K – – –
MRCM
779
M&R Capital Management
New Jersey
$231K – – –
CAM
780
Claret Asset Management
Quebec, Canada
$231K +$352 +13 +0.2%
NL
781
NWAM LLC
Washington
$230K +$812 +30 +0.4%
CAI
782
Capital Advisors Inc
Oklahoma
$228K +$224K +8,276 New
PFGIA
783
Patriot Financial Group Insurance Agency
Massachusetts
$227K -$29.4K -1,084 -12%
WA
784
Wealth Architects
California
$225K -$29.5K -1,088 -12%
HFS
785
Howard Financial Services
Texas
$224K – – –
BFG
786
Barber Financial Group
Kansas
$224K +$5.69K +210 +3%
AMIM
787
Aull & Monroe Investment Management
Alabama
$224K +$219K +8,104 New
TWM
788
Torch Wealth Management
Ohio
$223K -$16.1K -593 -7%
SFG
789
SNS Financial Group
Minnesota
$223K – – –
WIA
790
Westbourne Investment Advisors
Maryland
$223K +$218K +8,065 New
SC
791
SouthState Corp
Florida
$222K -$164K -6,050 -43%
UR
792
USCA RIA
Texas
$222K -$32.8K -1,211 -13%
AIM
793
Allen Investment Management
New York
$221K – – –
PIM
794
Parker Investment Management
California
$220K -$28.6K -1,056 -12%
MWM
795
Mission Wealth Management
California
$219K -$80.1K -2,956 -27%
CAM
796
Cozad Asset Management
Illinois
$218K – – –
DA
797
Doliver Advisors
Texas
$218K +$214K +7,895 New
EWM
798
Edge Wealth Management
New York
$214K -$54 -2 -0%
CPA
799
Clear Perspective Advisors
Illinois
$213K -$24.4K -900 -10%
WI
800
WrapManager Inc
California
$212K +$208K +7,678 New
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