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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
801
Collective Family Office
Pennsylvania
$470K -$33.3K -1,008 -6%
SW
802
Simplicity Wealth
New Jersey
$470K -$6.78K -205 -1%
CA
803
Claro Advisors
Massachusetts
$470K – – –
CAM
804
Concorde Asset Management
Michigan
$469K -$109K -3,305 -18%
SCM
805
Sterneck Capital Management
Missouri
$466K -$81.3K -2,461 -14%
KIG
806
Kessler Investment Group
Indiana
$466K +$127K +3,856 +34%
VWA
807
V Wealth Advisors
Kansas
$465K +$138K +4,183 +37%
SL
808
Stevard LLC
Illinois
$465K +$506K +15,319 New
VCM
809
Viewpoint Capital Management
Washington
$463K – – –
HWMA
810
Heritage Wealth Management (Arizona)
Arizona
$462K -$39.2K -1,187 -7%
HVP
811
Hudson Value Partners
Florida
$462K -$5.32K -161 -1%
GWS
812
Glassman Wealth Services
Virginia
$462K – – –
HBW
813
Hazlett, Burt & Watson
West Virginia
$461K +$1.59K +48 +0.3%
BCM
814
Bourgeon Capital Management
Connecticut
$459K – – –
BWM
815
Baystate Wealth Management
Massachusetts
$459K +$12.1K +367 +2%
LA
816
Lynch & Associates
Indiana
$458K – – –
NCM
817
Newfoundland Capital Management
Brazil
$455K +$496K +15,000 New
KWM
818
Kaydan Wealth Management
Michigan
$455K – – –
AWA
819
Alta Wealth Advisors
Massachusetts
$454K -$16.3K -493 -3%
PCS
820
Personal CFO Solutions
New Jersey
$453K +$33K +997 +7%
CIA
821
Cladis Investment Advisory
Montana
$453K +$54.7K +1,656 +12%
TCOO
822
Trust Company of Oklahoma
Oklahoma
$453K +$727 +22 +0.1%
ASFA
823
All Season Financial Advisors
Colorado
$450K +$490K +14,835 New
AWS
824
AJ Wealth Strategies
New York
$448K – – –
LIM
825
Loudon Investment Management
New Hampshire
$448K – – –
31 32
33
34 35