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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
901
TrueWealth LLC
Georgia
$34K – – –
WCG
902
Weaver Consulting Group
California
$34K – – –
CFN
903
Cordasco Financial Network
Florida
$34K +$1.93K +85 +6%
IBOK
904
Independence Bank of Kentucky
Kentucky
$33K -$4.54K -200 -12%
LFG
905
LifePlan Financial Group
Ohio
$33K – – –
WAS
906
Winch Advisory Services
Wisconsin
$33K +$204 +9 +0.6%
LWA
907
Lenox Wealth Advisors
New York
$31K – – –
ADL
908
Asset Dedication LLC
California
$31K +$24.5K +1,078 +431%
DTIM
909
Danda Trouve Investment Management
Kansas
$29K -$1.48M -65,379 -98%
THWM
910
Taylor Hoffman Wealth Management
Virginia
$29K +$28.4K +1,250 New
FP
911
Financial Perspectives
Minnesota
$28.1K +$3.09K +136 +13%
WB
912
West Bancorporation
Iowa
$28K -$3.86K -170 -12%
FWM
913
Filbrandt Wealth Management
Wisconsin
$28K – – –
HWA
914
Heritage Wealth Advisors
Virginia
$27K -$213K -9,360 -89%
LB
915
Legacy Bridge
Iowa
$27K – – –
MAWCM
916
Mine & Arao Wealth Creation & Management
California
$26K – – –
MLFP
917
MPS Loria Financial Planners
Illinois
$26K +$25K +1,102 New
SWA
918
Sutton Wealth Advisors
Florida
$25.8K -$3.84K -169 -13%
OSNBOA
919
Old Second National Bank of Aurora
Illinois
$25K -$6.79K -299 -22%
IRC
920
Investors Research Corp
Georgia
$25K – – –
WT
921
Washington Trust
Rhode Island
$24K -$341 -15 -1%
CFD
922
Creative Financial Designs
Indiana
$24K +$16.9K +746 +261%
TCM
923
Tradewinds Capital Management
Washington
$23K -$12M -529,914 -100%
VNA
924
Valley National Advisers
Pennsylvania
$23K -$9.81K -432 -30%
BAM
925
Bellevue Asset Management
Washington
$23K – – –
35 36
37
38 39