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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
901
Lodestone Wealth Management
Washington
$385K +$17.3K +530 +5%
SCM
902
Sebold Capital Management
Illinois
$383K -$238K -7,305 -39%
MIA
903
Milestone Investment Advisors
Wisconsin
$383K -$24.6K -754 -6%
BFO
904
Biltmore Family Office
North Carolina
$380K -$4.9K -150 -1%
SFC
905
Strategic Financial Concepts
Texas
$378K -$146K -4,467 -28%
AWA
906
Arete Wealth Advisors
Illinois
$376K -$127K -3,897 -26%
FAM
907
Formidable Asset Management
Ohio
$376K +$33 +1 +0%
AMBIA
908
Allen Mooney & Barnes Investment Advisors
Georgia
$376K -$6.23K -191 -2%
AGM
909
Alpine Global Management
New York
$376K +$364K +11,140 New
BA
910
Ballew Advisors
Mississippi
$373K – – –
ORC
911
O'Rourke & Company
Massachusetts
$372K +$7.47K +229 +2%
BA
912
Bristlecone Advisors
Washington
$371K -$13.1K -400 -4%
WA
913
Wealthstar Advisors
Texas
$371K +$163 +5 +0%
PWW
914
Pettyjohn Wood & White
Virginia
$370K +$16.3K +500 +5%
SDAM
915
Shulman DeMeo Asset Management
New York
$370K -$81.3K -2,492 -19%
RW
916
REDW Wealth
New Mexico
$369K -$341K -10,441 -49%
MA
917
MONECO Advisors
Connecticut
$368K -$88.4K -2,710 -20%
MG
918
Mather Group
Illinois
$366K +$555 +17 +0.2%
JHCP
919
Jackson Hole Capital Partners
Oklahoma
$362K -$32.8K -1,004 -9%
AWM
920
Aries Wealth Management
Maine
$361K -$9.79K -300 -3%
CHA
921
Carmichael Hill & Associates
Maryland
$360K -$19.4K -593 -5%
EP
922
Edgestream Partners
New Jersey
$360K +$349K +10,685 New
CC
923
Courier Capital
New York
$360K – – –
VWA
924
V Wealth Advisors
Kansas
$360K +$13.6K +418 +4%
TCBWMS
925
Texas Capital Bank Wealth Management Services
Texas
$357K -$8.51M -260,641 -96%
35 36
37
38 39