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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
826
SouthState Corp
Florida
$658K -$25.4K -616 -4%
1IA
827
1834 Investment Advisors
Wisconsin
$658K – – –
PIA
828
Powell Investment Advisors
Florida
$657K +$700 +17 +0.1%
FNBT
829
FineMark National Bank & Trust
Florida
$657K +$83.1K +2,020 +14%
QWM
830
Quadcap Wealth Management
Texas
$654K +$94.7K +2,301 +17%
AIFAIM
831
American Institute for Advanced Investment Management
Arizona
$651K +$44.4K +1,080 +7%
CT
832
Coastline Trust
Rhode Island
$651K – – –
GAA
833
Guardian Asset Advisors
Pennsylvania
$647K -$23.5K -572 -4%
WC
834
Waterloo Capital
Texas
$645K -$95.6K -2,323 -13%
CBT
835
Central Bank & Trust
Kentucky
$643K -$181K -4,399 -22%
AWM
836
Axxcess Wealth Management
California
$643K +$5.14K +125 +0.8%
BAM
837
Beaumont Asset Management
Texas
$642K +$6.05K +147 +0.9%
PJWM
838
Philip James Wealth Mangement
Georgia
$640K +$494 +12 +0.1%
WFAG
839
Worth Financial Advisory Group
North Carolina
$639K +$2.92K +71 +0.5%
PFBT
840
Parkside Financial Bank & Trust
Missouri
$639K -$161K -3,914 -20%
CIAS
841
Capital Investment Advisory Services
North Carolina
$636K +$49.7K +1,208 +8%
ATC
842
Argent Trust Co
Tennessee
$635K – – –
PWP
843
Principle Wealth Partners
Connecticut
$633K – – –
APP
844
Avantax Planning Partners
Iowa
$632K -$5.93K -144 -0.9%
RWP
845
RWA Wealth Partners
Massachusetts
$631K -$19.5K -473 -3%
FCP
846
Fidelis Capital Partners
Florida
$627K +$262K +6,363 +73%
PCM
847
Prelude Capital Management
New York
$617K -$412K -10,000 -40%
FCH
848
Freestone Capital Holdings
Washington
$615K -$11.7K -285 -2%
ORC
849
O'Rourke & Company
Massachusetts
$614K +$19.3K +469 +3%
CFB
850
Cullen/Frost Bankers
Texas
$613K -$19.8K -481 -3%
32 33
34
35 36