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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
851
Viewpoint Capital Management
Washington
$479K -$6.91K -200 -1%
GWS
852
Glassman Wealth Services
Virginia
$479K -$346 -10 -0.1%
SLWA
853
San Luis Wealth Advisors
California
$478K +$518K +14,996 +7,040%
VAS
854
Vestmark Advisory Solutions
Massachusetts
$477K -$16.2M -468,976 -97%
HBW
855
Hazlett, Burt & Watson
West Virginia
$477K +$25.1K +725 +5%
MP
856
McDonald Partners
Ohio
$476K -$8.57K -248 -2%
BCM
857
Bourgeon Capital Management
Connecticut
$476K – – –
LA
858
Lynch & Associates
Indiana
$475K – – –
GT
859
Greenleaf Trust
Michigan
$474K -$138K -3,981 -21%
TA
860
TruWealth Advisors
Louisiana
$473K +$22.4K +647 +4%
KWM
861
Kaydan Wealth Management
Michigan
$471K – – –
CA
862
Claro Advisors
Massachusetts
$470K +$226K +6,553 +78%
TCOO
863
Trust Company of Oklahoma
Oklahoma
$468K -$46.2K -1,338 -8%
AWA
864
Amplius Wealth Advisors
Pennsylvania
$468K -$699K -20,236 -58%
LIM
865
Loudon Investment Management
New Hampshire
$464K -$85K -2,459 -14%
AWS
866
AJ Wealth Strategies
New York
$464K – – –
BWM
867
Baystate Wealth Management
Massachusetts
$464K +$2.28K +66 +0.4%
SBL
868
Sargent Bickham Lagudis
Colorado
$464K +$4.8K +139 +1%
HGERS
869
Householder Group Estate & Retirement Specialist
Arizona
$463K +$6.53K +189 +1%
LCS
870
Levin Capital Strategies
New York
$462K – – –
S
871
SignatureFD
Georgia
$454K -$393K -11,364 -44%
APW
872
Aurora Private Wealth
New Jersey
$452K -$51.3K -1,483 -9%
SAM
873
Sawgrass Asset Management
Florida
$451K -$217K -6,267 -30%
BCM
874
Brookstone Capital Management
Illinois
$451K -$25K -724 -5%
KJWM
875
Kiley Juergens Wealth Management
Washington
$451K +$496K +14,364 New
33 34
35
36 37