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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
VVP
776
Venture Visionary Partners
Ohio
$617K -$402K -10,980 -39%
GA
777
Greytown Advisors
Florida
$617K +$29.2K +799 +5%
GFS
778
GYL Financial Synergies
Connecticut
$617K +$40.3K +1,101 +7%
BFO
779
Biltmore Family Office
North Carolina
$614K – – –
AIM
780
Axiom Investment Management
New York
$609K +$582K +15,900 +2,271%
IAMOG
781
Investors Asset Management of Georgia
Georgia
$604K +$47.7K +1,304 +9%
SB
782
Strategic Blueprint
Georgia
$603K +$270K +7,381 +81%
SDAM
783
Shulman DeMeo Asset Management
New York
$602K -$44.6K -1,219 -7%
FWP
784
Falcon Wealth Planning
California
$601K -$329 -9 -0.1%
MGIA
785
Moneta Group Investment Advisors
Missouri
$601K +$15.8K +433 +3%
OFG
786
Oxford Financial Group
Indiana
$596K – – –
ACM
787
Allred Capital Management
Texas
$595K +$42.7K +1,168 +8%
EWA
788
EP Wealth Advisors
California
$591K +$150K +4,087 +34%
FH
789
FWG Holdings
Florida
$590K +$588K +16,076 New
CFD
790
Creative Financial Designs
Indiana
$589K +$497K +13,576 +548%
RBCM
791
Raub Brock Capital Management
California
$587K – – –
SS
792
Sunbelt Securities
Texas
$585K -$260K -7,117 -31%
LWP
793
Lumature Wealth Partners
Georgia
$585K +$71.8K +1,963 +14%
BSB
794
Bangor Savings Bank
Maine
$584K +$49.2K +1,344 +9%
HCM
795
Harvey Capital Management
Florida
$583K +$108K +2,950 +23%
PAMP
796
Polar Asset Management Partners
Ontario, Canada
$579K -$707K -19,315 -55%
SWMP
797
Signature Wealth Management Partners
New Jersey
$579K -$11K -300 -2%
MWA
798
Meridian Wealth Advisors
Texas
$579K +$73.9K +2,020 +15%
RWA
799
River Wealth Advisors
Pennsylvania
$576K +$23.2K +634 +4%
CAG
800
Csenge Advisory Group
Florida
$574K -$342K -9,352 -38%
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