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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
801
Garda Capital Partners
Minnesota
$496K +$515K +14,940 New
IGWM
802
ICA Group Wealth Management
Colorado
$495K +$29K +841 +6%
WC
803
Waterloo Capital
Texas
$493K +$68.1K +1,976 +15%
CWM
804
Collaborative Wealth Management
Florida
$491K -$23.5K -681 -4%
LMKC
805
L.M. Kohn & Company
Ohio
$491K – – –
CMI
806
Clare Market Investments
Texas
$489K -$2.62K -76 -0.5%
KFP
807
KMG Fiduciary Partners
Ohio
$487K -$24.6K -715 -5%
CFSG
808
Community Financial Services Group
Vermont
$486K +$505K +14,651 New
CIAS
809
Capital Investment Advisory Services
North Carolina
$480K +$207 +6 +0%
TW
810
Transform Wealth
Colorado
$479K -$37.9K -1,100 -7%
AIM
811
Anchor Investment Management
South Carolina
$478K +$13.9K +402 +3%
VCA
812
Verdence Capital Advisors
Maryland
$475K +$76.3K +2,214 +18%
PWS
813
Private Wealth Strategies
Ohio
$475K -$49.4K -1,435 -9%
AIA
814
Ally Invest Advisors
North Carolina
$473K +$129K +3,757 +36%
ASBI
815
American State Bank (Iowa)
Iowa
$472K – – –
KJWM
816
Kiley Juergens Wealth Management
Washington
$472K -$3.03K -88 -0.6%
T
817
TRUADVICE
Florida
$471K +$479K +13,893 New
GA
818
Greytown Advisors
Florida
$466K +$241 +7 +0%
WA
819
Waverly Advisors
Alabama
$465K +$46.8K +1,357 +11%
VCM
820
Viewpoint Capital Management
Washington
$462K – – –
FCP
821
Fidelis Capital Partners
Florida
$461K -$34 -1 -0%
GWP
822
Gateway Wealth Partners
Wisconsin
$459K -$20.9K -607 -4%
CCM
823
Condor Capital Management
New Jersey
$458K +$448 +13 +0.1%
CW
824
CreativeOne Wealth
Kansas
$457K -$967K -28,053 -67%
PG
825
Prostatis Group
Maryland
$455K +$29.3K +850 +7%
31 32
33
34 35