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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
851
Sovran Advisors
California
$897K -$48K -921 -5%
IP
852
Ignite Planners
California
$895K -$128K -2,452 -12%
PWP
853
Pursue Wealth Partners
California
$892K +$104 +2 +0%
BFA
854
Beacon Financial Advisory
Ohio
$890K +$14.6K +281 +2%
LIA
855
Lynx Investment Advisory
District of Columbia
$888K -$98.5K -1,891 -10%
NG
856
Novem Group
New York
$885K +$351K +6,735 +60%
ORC
857
O'Rourke & Company
Massachusetts
$884K -$21.5K -412 -2%
WBCM
858
Wilson & Boucher Capital Management
California
$875K +$26.1K +500 +3%
USB
859
Union Savings Bank
Connecticut
$871K – – –
CI
860
CX Institutional
Indiana
$868K -$1.86M -35,704 -67%
PWM
861
Partners Wealth Management
California
$864K -$4.69K -90 -0.5%
RA
862
Riversedge Advisors
Delaware
$859K – – –
GSIAS
863
Garden State Investment Advisory Services
New Jersey
$856K -$1.56M -30,005 -63%
KJWM
864
Kiley Juergens Wealth Management
Washington
$854K +$5.37K +103 +0.6%
AIM
865
Axiom Investment Management
New York
$854K +$901K +17,295 New
AG
866
Ascent Group
Virginia
$853K -$92.2K -1,769 -9%
DWP
867
Daymark Wealth Partners
Ohio
$850K +$16.4K +315 +2%
BB
868
Bell Bank
North Dakota
$844K -$10.4K -200 -1%
CWA
869
Clarity Wealth Advisors
California
$843K -$197K -3,778 -18%
SWASL
870
Spartan Wealth Advisory Services LLC
Michigan
$838K +$885K +16,981 New
CCA
871
Cypress Capital Advisors
Tennessee
$838K -$20.4K -392 -2%
BFA
872
Beaumont Financial Advisors
Massachusetts
$835K -$1.44M -27,669 -62%
HWA
873
Heritage Wealth Advisors
Virginia
$835K – – –
SWMP
874
Signature Wealth Management Partners
New Jersey
$834K +$46.1K +884 +6%
MSS
875
Mitchell Sinkler & Starr
Pennsylvania
$832K – – –
33 34
35
36 37