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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
826
Citizens Financial Group
Rhode Island
$690K +$382K +9,680 +145%
GAA
827
Guardian Asset Advisors
Pennsylvania
$687K +$64.8K +1,642 +11%
IP
828
Investment Partners
Ohio
$687K – – –
R
829
Rebalance
California
$686K +$2.37K +60 +0.4%
SCM
830
Sterneck Capital Management
Missouri
$684K -$127K -3,214 -17%
LA
831
Lynch & Associates
Indiana
$677K – – –
1IA
832
1834 Investment Advisors
Wisconsin
$674K – – –
LWM
833
Lyell Wealth Management
California
$674K +$2.88K +73 +0.5%
PIA
834
Powell Investment Advisors
Florida
$673K +$750 +19 +0.1%
CT
835
Coastline Trust
Rhode Island
$667K -$53.3K -1,350 -8%
AWM
836
Atticus Wealth Management
Florida
$666K +$64.3K +1,629 +11%
RWP
837
RWA Wealth Partners
Massachusetts
$666K +$123K +3,118 +25%
BCM
838
Bourgeon Capital Management
Connecticut
$664K – – –
EFA
839
Edge Financial Advisors
Illinois
$662K +$620K +15,707 New
AWE
840
Avidian Wealth Enterprises
Texas
$661K -$121K -3,067 -16%
LCM
841
Lunt Capital Management
Utah
$659K -$47.1K -1,194 -7%
PJWM
842
Philip James Wealth Mangement
Georgia
$655K -$3.67K -93 -0.6%
APP
843
Avantax Planning Partners
Iowa
$653K -$17.8K -452 -3%
AWM
844
Axxcess Wealth Management
California
$653K -$102K -2,585 -14%
BAM
845
Beaumont Asset Management
Texas
$652K +$31.7K +802 +5%
WFAG
846
Worth Financial Advisory Group
North Carolina
$652K -$18.6K -471 -3%
ATC
847
Argent Trust Co
Tennessee
$650K – – –
WAM
848
WNY Asset Management
New York
$649K -$365K -9,258 -38%
PWP
849
Principle Wealth Partners
Connecticut
$649K – – –
CFB
850
Cullen/Frost Bankers
Texas
$648K -$6.16K -156 -1%
32 33
34
35 36