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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
801
N.E.W. Advisory Services
Wisconsin
$781K -$396K -10,124 -31%
ARMT
802
Amica Retiree Medical Trust
Rhode Island
$779K +$795K +20,331 New
ACP
803
Arcus Capital Partners
Georgia
$776K -$70.1K -1,794 -8%
NWMG
804
National Wealth Management Group
Ohio
$771K -$90.1K -2,306 -10%
JAG
805
Journey Advisory Group
Kentucky
$771K +$156 +4 +0%
FW
806
FirstPurpose Wealth
Utah
$770K – – –
TMWM
807
Taylor & Morgan Wealth Management
Michigan
$770K +$20.7K +529 +3%
AIM
808
Alhambra Investment Management
Florida
$766K +$55.3K +1,415 +8%
RA
809
RFG Advisory
Alabama
$766K +$99.9K +2,556 +15%
AFS
810
Aft Forsyth & Sober
Florida
$766K +$782K +20,000 New
HWMA
811
Heritage Wealth Management (Arizona)
Arizona
$765K +$781K +19,976 New
PFBT
812
Parkside Financial Bank & Trust
Missouri
$764K – – –
MWM
813
Mission Wealth Management
California
$763K -$18K -461 -2%
CC
814
Constitution Capital
Connecticut
$761K +$68.2K +1,745 +10%
SBH
815
Segall Bryant & Hamill
Illinois
$755K +$770K +19,702 New
IP
816
Intellectus Partners
California
$754K +$167K +4,262 +28%
MLL
817
Moody Lynn & Lieberson
Massachusetts
$753K +$28.3K +723 +4%
AFP
818
Ausdal Financial Partners
Iowa
$752K -$682K -17,455 -47%
CCA
819
Clearwater Capital Advisors
Illinois
$747K -$227K -5,796 -23%
CAM
820
Concorde Asset Management
Michigan
$747K +$463K +11,836 +154%
RIA
821
RPG Investment Advisory
California
$744K -$21.5K -550 -3%
PPP
822
Private Portfolio Partners
New Jersey
$738K -$11.2K -286 -1%
EFSCE
823
Enterprise Financial Services Corp (EFSC)
Missouri
$738K – – –
SWA
824
SOA Wealth Advisors
New York
$738K +$2.15K +55 +0.3%
PWP
825
Pursue Wealth Partners
California
$735K -$407K -10,400 -35%
31 32
33
34 35