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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
801
COWA LLC
Oklahoma
$288K +$246K +9,200 New
LSPW
802
Lake Street Private Wealth
Illinois
$287K +$260K +9,732 New
SQA
803
Simon Quick Advisors
New Jersey
$285K +$121K +4,518 +88%
FPW
804
Flagship Private Wealth
Massachusetts
$285K +$263K +9,813 New
BFC
805
Bedel Financial Consulting
Indiana
$284K – – –
GWSG
806
GPS Wealth Strategies Group
Colorado
$284K +$161 +6 +0.1%
MSFS
807
Main Street Financial Solutions
Pennsylvania
$284K +$257K +9,620 New
EWA
808
EP Wealth Advisors
California
$282K -$37.1K -1,386 -13%
ECM
809
Exchange Capital Management
Michigan
$281K -$5.35K -200 -2%
IAS
810
Investment Advisory Services
Texas
$281K -$1.85K -69 -0.7%
LW
811
Linscomb Wealth
Texas
$281K -$1.39K -52 -0.5%
WA
812
Waverly Advisors
Alabama
$280K -$38.9K -1,453 -14%
VCM
813
Vivaldi Capital Management
Illinois
$276K -$17K -636 -6%
CC
814
Courier Capital
New York
$276K – – –
CSPIA
815
Cary Street Partners Investment Advisory
Virginia
$276K +$25.9K +968 +12%
GRP
816
Global Retirement Partners
California
$275K -$23.5K -877 -9%
TA
817
Tectonic Advisors
Texas
$274K +$249K +9,300 New
VIM
818
Vista Investment Management
Pennsylvania
$270K -$8.86K -331 -3%
AWA
819
Arete Wealth Advisors
Illinois
$269K -$88.4K -3,305 -26%
AWA
820
Acorn Wealth Advisors
Michigan
$268K -$615 -23 -0.3%
RIL
821
Rothschild Investment LLC
Illinois
$267K -$1.79M -66,989 -88%
NCP
822
NexWave Capital Partners
New York
$267K +$242K +9,047 New
CAG
823
Crestwood Advisors Group
Massachusetts
$266K +$1.63K +61 +0.7%
SC
824
Schoolcraft Capital
Colorado
$265K – – –
FHC
825
First Heartland Consultants
Missouri
$265K -$3.26K -122 -1%
31 32
33
34 35