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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
801
Prestige Wealth Management Group
New Jersey
$1.2M -$1.98K -41 -0.2%
CAC
802
Certified Advisory Corp
Florida
$1.2M +$22K +454 +2%
LWM
803
Lyell Wealth Management
California
$1.2M +$160K +3,319 +16%
PCA
804
Prosperity Capital Advisors
Ohio
$1.19M +$1.2M +24,725 New
FPW
805
Flywheel Private Wealth
California
$1.19M +$1.19M +24,618 New
NA
806
Navellier & Associates
Nevada
$1.19M +$164K +3,398 +16%
CWM
807
C2C Wealth Management
Arizona
$1.19M -$9.67K -200 -0.8%
PCS
808
Personal CFO Solutions
New Jersey
$1.19M +$193K +3,995 +19%
PAM
809
Peak Asset Management
Colorado
$1.18M – – –
YIH
810
Y-Intercept (HK)
Hong Kong
$1.17M +$1.17M +24,245 New
WIA
811
Wealthedge Investment Advisors
New York
$1.17M +$1.17M +24,154 New
LMKC
812
L.M. Kohn & Company
Ohio
$1.17M +$467K +9,658 +67%
FBFS
813
First Business Financial Services
Wisconsin
$1.16M – – –
VFG
814
Victory Financial Group
Texas
$1.16M +$1.16M +24,016 New
WB
815
WesBanco Bank
West Virginia
$1.15M -$1.56M -32,245 -57%
BCG
816
Breakwater Capital Group
New Jersey
$1.15M +$50.4K +1,043 +5%
WIA
817
Westbourne Investment Advisors
Maryland
$1.14M -$35.2K -727 -3%
GGS
818
Galvin Gaustad & Stein
Arizona
$1.14M -$398K -8,231 -26%
JGIA
819
Jackson Grant Investment Advisers
Connecticut
$1.14M -$235K -4,861 -17%
CIC
820
Chilton Investment Company
Connecticut
$1.14M – – –
AFO
821
Allie Family Office
Florida
$1.13M -$68.2K -1,410 -6%
DFA
822
Davies Financial Advisors
California
$1.13M -$12.5K -258 -1%
MPCA
823
Madison Park Capital Advisors
Washington
$1.13M -$3.26M -67,321 -74%
AMG
824
Advisors Management Group
Wisconsin
$1.13M +$31.1K +643 +3%
AG
825
Ascent Group
Virginia
$1.12M +$276K +5,712 +33%
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