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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
776
Capital Investment Advisory Services
North Carolina
$210K +$32.3K +1,423 +19%
AMG
777
Asset Management Group
Connecticut
$210K +$206K +9,060 New
VC
778
Vicus Capital
Pennsylvania
$210K +$206K +9,066 New
AWA
779
Acorn Wealth Advisors
Michigan
$210K +$206K +9,085 New
SC
780
Schoolcraft Capital
Colorado
$208K +$204K +9,000 New
CAG
781
Crestwood Advisors Group
Massachusetts
$208K -$248K -10,927 -55%
LCS
782
Levin Capital Strategies
New York
$208K +$204K +9,000 New
WMA
783
Wealth Management Associates
New Jersey
$208K +$204K +8,975 New
SG
784
StoneX Group
New York
$205K -$77K -3,390 -28%
PCM
785
Pointe Capital Management
Michigan
$204K -$34.1K -1,500 -15%
RWM
786
Ritholtz Wealth Management
New York
$204K +$200K +8,812 New
JF
787
JSF Financial
California
$203K -$137K -6,043 -41%
AMC
788
Asset Management Corp
Illinois
$203K +$199K +8,773 New
ATC
789
Argent Trust Co
Tennessee
$203K +$200K +8,790 New
CAAS
790
Capital Asset Advisory Services
Michigan
$202K +$182K +7,994 New
SAS
791
Stelac Advisory Services
New York
$201K -$20.9K -920 -10%
BSA
792
Braun Stacey Associates
New York
$201K +$197K +8,689 New
BWM
793
Baystate Wealth Management
Massachusetts
$199K +$55.5K +2,445 +40%
IFAM
794
Institutional & Family Asset Management
Colorado
$196K -$33.4K -1,469 -15%
RMC
795
Resources Management Corp
Connecticut
$196K -$2.27K -100 -1%
AAP
796
Arax Advisory Partners
Colorado
$188K +$681 +30 +0.4%
CWC
797
Carolinas Wealth Consulting
North Carolina
$187K +$6.18K +272 +3%
MTC
798
Matrix Trust Company
Colorado
$185K +$182K +8,006 New
BW
799
Bison Wealth
Georgia
$183K +$45.3K +1,995 +34%
LWS
800
Lucia Wealth Services
California
$180K – – –
30 31
32
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