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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
901
Quadcap Wealth Management
Texas
$904K +$64.9K +1,248 +8%
R
902
Rebalance
California
$903K +$3.07K +59 +0.4%
WB
903
Webster Bank
Connecticut
$899K +$84.9K +1,633 +11%
TNB
904
Thomasville National Bank
Georgia
$894K +$867K +16,684 New
HL
905
HeadInvest LLC
Maine
$893K -$572 -11 -0.1%
RP
906
Regal Partners
Australia
$893K +$866K +16,655 New
FMWA
907
Forvis Mazars Wealth Advisors
Missouri
$892K +$122K +2,345 +16%
LI
908
LRI Investments
Florida
$892K – – –
CCA
909
Cypress Capital Advisors
Tennessee
$892K -$18.1K -348 -2%
WFAG
910
Worth Financial Advisory Group
North Carolina
$887K +$860K +16,540 New
CCWM
911
Cassaday & Co Wealth Management
Virginia
$885K -$4.68K -90 -0.5%
AWP
912
Astra Wealth Partners
New Jersey
$885K +$17.3K +332 +2%
VFG
913
V2 Financial group
Illinois
$883K – – –
GAA
914
Guardian Asset Advisors
Pennsylvania
$882K -$1.16M -22,407 -58%
SWA
915
SOA Wealth Advisors
New York
$879K -$13.7K -264 -2%
SWMP
916
Signature Wealth Management Partners
New Jersey
$876K -$28.8K -555 -3%
PIA
917
Powell Investment Advisors
Florida
$874K +$1.35K +26 +0.2%
NPT
918
National Philanthropic Trust
Pennsylvania
$873K +$846K +16,276 New
HIC
919
Holderness Investments Company
North Carolina
$869K +$22.9K +441 +3%
BHBT
920
Burke & Herbert Bank & Trust
Virginia
$866K +$38.5K +740 +5%
IAG
921
Investment Advisory Group
Massachusetts
$865K -$21.9K -422 -3%
GIM
922
Gold Investment Management
Alberta, Canada
$865K – – –
FC
923
Fjell Capital
North Dakota
$864K +$24.4K +470 +3%
KFS
924
Kaizen Financial Strategies
California
$862K – – –
CT
925
Chicago Trust
Illinois
$861K -$1.77K -34 -0.2%
35 36
37
38 39