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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
851
Affinity Wealth Management
Delaware
– -$311K -12,593 Closed
GIA
852
Granite Investment Advisors
New Hampshire
– -$312K -12,377 Closed
CWM
853
Concert Wealth Management
California
– -$288K -11,945 Closed
SC
854
SouthState Corp
Florida
– -$264K -10,682 Closed
AIA
855
Allegis Investment Advisors
Idaho
– -$253K -10,275 Closed
FIM
856
Frontier Investment Management
Texas
– -$236K -9,560 Closed
CAM
857
Carret Asset Management
New York
– -$234K -9,475 Closed
CCB
858
Cutter & Co Brokerage
Missouri
– -$233K -9,459 Closed
MC
859
Montag & Caldwell
Georgia
– -$232K -9,406 Closed
HB
860
Homrich & Berg
Georgia
– -$227K -9,211 Closed
LSA
861
L & S Advisors
California
– -$226K -9,179 Closed
AMIM
862
Aull & Monroe Investment Management
Alabama
– -$225K -9,104 Closed
CWM
863
Calamos Wealth Management
Illinois
– -$204K -8,262 Closed
JT
864
Jump Trading
Illinois
– -$139K -5,561 Closed
JC
865
JBF Capital
Colorado
– -$123K -5,000 Closed
UWPG
866
Ullmann Wealth Partners Group
Florida
– -$93K -3,776 Closed
SMFG
867
Sumitomo Mitsui Financial Group
Japan
– -$92K -3,722 Closed
RWM
868
Raffa Wealth Management
District of Columbia
– -$86.3K -3,500 Closed
BAM
869
Bruderman Asset Management
New York
– -$58K -2,340 Closed
HA
870
Harfst & Associates
Wyoming
– -$55K -2,230 Closed
PWM
871
Perigon Wealth Management
California
– -$28K -1,145 Closed
MLFP
872
MPS Loria Financial Planners
Illinois
– -$26K -1,036 Closed
AP
873
Atwood & Palmer
Missouri
– -$10K -400 Closed
MWM
874
MinichMacGregor Wealth Management
New York
– -$7K -300 Closed
ZB
875
Zions Bancorporation
Utah
– -$7K -300 Closed
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