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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
801
Private Portfolio Partners
New Jersey
$537K -$40.2K -1,158 -6%
TNB
802
Thomasville National Bank
Georgia
$536K +$6.39K +184 +1%
HVP
803
Hudson Value Partners
Florida
$534K +$29.4K +845 +5%
APP
804
Avantax Planning Partners
Iowa
$533K +$14.8K +425 +3%
IP
805
Investment Partners
Ohio
$531K – – –
KFP
806
KMG Fiduciary Partners
Ohio
$530K -$118K -3,392 -17%
CWM
807
Circle Wealth Management
New Jersey
$530K -$26.8K -772 -4%
FNC
808
First National Corp
Massachusetts
$527K -$121K -3,485 -18%
AFO
809
Allie Family Office
Florida
$526K +$116K +3,326 +25%
CWM
810
Collaborative Wealth Management
Florida
$525K -$170K -4,885 -23%
SBH
811
Segall Bryant & Hamill
Illinois
$521K -$13.9K -400 -2%
AIFAIM
812
American Institute for Advanced Investment Management
Arizona
$519K -$120K -3,450 -16%
PFO
813
Pathstone Family Office
New Jersey
$519K -$121K -3,474 -18%
1IA
814
1834 Investment Advisors
Wisconsin
$515K – – –
BAM
815
Brave Asset Management
New Jersey
$512K -$33.6K -966 -6%
KWM
816
Kaydan Wealth Management
Michigan
$511K – – –
GCP
817
GSA Capital Partners
United Kingdom
$510K +$552K +15,871 New
IAG
818
Investment Advisory Group
Massachusetts
$510K +$10K +289 +2%
LWP
819
Lumature Wealth Partners
Georgia
$508K -$25K -720 -4%
PAM
820
Private Asset Management
California
$506K -$21.4K -615 -4%
PWS
821
Private Wealth Strategies
Ohio
$505K +$26.1K +750 +5%
SFC
822
Strategic Financial Concepts
Texas
$504K +$545K +15,679 New
WAS
823
Wealth Advisory Solutions
Indiana
$502K -$1.64M -47,326 -75%
WIA
824
Westbourne Investment Advisors
Maryland
$501K +$113K +3,259 +26%
MWA
825
Monograph Wealth Advisors
California
$501K – – –
31 32
33
34 35