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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
FWSM
876
First Wilshire Securities Management
California
$383K – – –
MA
877
MCF Advisors
Kentucky
$383K – – –
FA
878
Flagstar Advisors
New York
$381K -$25.2K -761 -6%
CA
879
Continuum Advisory
Idaho
$381K +$3.64K +110 +0.9%
SLWA
880
San Luis Wealth Advisors
California
$380K -$89.1K -2,696 -18%
PFO
881
Pathstone Family Office
New Jersey
$379K -$105K -3,173 -20%
GWA
882
GGM Wealth Advisors
Maryland
$379K – – –
ORC
883
O'Rourke & Company
Massachusetts
$379K +$5.32K +161 +1%
VWM
884
Valley Wealth Managers
New Jersey
$375K -$3.27K -99 -0.8%
DI
885
Diligent Investors
California
$375K – – –
RWA
886
Ropes Wealth Advisors
Massachusetts
$375K – – –
CIAS
887
Capital Investment Advisory Services
North Carolina
$374K -$20.3K -614 -5%
CNWM
888
Clay Northam Wealth Management
California
$374K – – –
RIA
889
Regal Investment Advisors
Michigan
$373K -$64.5K -1,952 -14%
WIA
890
Westbourne Investment Advisors
Maryland
$373K +$4.92K +149 +1%
ATFA
891
All Terrain Financial Advisors
Minnesota
$371K +$33 +1 +0%
KCFA
892
Key Client Fiduciary Advisors
New Jersey
$370K -$60.2K -1,820 -13%
VAS
893
Vestmark Advisory Solutions
Massachusetts
$367K -$101K -3,057 -20%
BFA
894
Benedict Financial Advisors
Georgia
$367K -$54.9K -1,662 -12%
HPC
895
HM Payson & Co
Maine
$366K -$20K -606 -5%
CFS
896
CRA Financial Services
New Jersey
$366K -$9.52K -288 -2%
CHA
897
Carmichael Hill & Associates
Maryland
$366K +$1.22K +37 +0.3%
ONST
898
Old North State Trust
North Carolina
$364K +$396K +11,988 +99,900%
RIL
899
Rothschild Investment LLC
Illinois
$363K -$27K -818 -6%
HTC
900
Haverford Trust Company
Pennsylvania
$362K +$394K +11,911 New
34 35
36
37 38