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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
AMBIA
901
Allen Mooney & Barnes Investment Advisors
Georgia
$373K +$3.27K +95 +0.9%
KFI
902
Key Financial Inc
Pennsylvania
$371K +$25.2K +730 +7%
BFO
903
Biltmore Family Office
North Carolina
$371K -$3.45K -100 -0.9%
FAM
904
Formidable Asset Management
Ohio
$370K +$34 +1 +0%
CW
905
Channel Wealth
California
$370K +$97.1K +2,817 +34%
BA
906
Bristlecone Advisors
Washington
$365K – – –
SDAM
907
Shulman DeMeo Asset Management
New York
$364K – – –
APW
908
Aurora Private Wealth
New Jersey
$363K +$70.8K +2,054 +23%
NW
909
NewEdge Wealth
Pennsylvania
$362K -$50.6K -1,468 -12%
AWA
910
Alta Wealth Advisors
Massachusetts
$360K -$62.5K -1,814 -14%
SCM
911
Sebold Capital Management
Illinois
$357K -$20.3K -590 -5%
VCM
912
Vivaldi Capital Management
Illinois
$357K +$10.5K +304 +3%
MA
913
MONECO Advisors
Connecticut
$356K -$6.2K -180 -2%
CHA
914
Carmichael Hill & Associates
Maryland
$356K +$1.45K +42 +0.4%
CC
915
Courier Capital
New York
$354K – – –
TW
916
TrinityPoint Wealth
Connecticut
$352K +$89K +2,582 +32%
EWM
917
Elevatus Welath Management
New York
$351K +$365K +10,595 New
HPC
918
HM Payson & Co
Maine
$351K – – –
SIC
919
SFE Investment Counsel
California
$350K -$119K -3,445 -25%
JHCP
920
Jackson Hole Capital Partners
Oklahoma
$350K -$6.34K -184 -2%
SL
921
SWMG LLC
Texas
$350K +$67.5K +1,960 +23%
AWM
922
Aries Wealth Management
Maine
$348K -$11.2K -325 -3%
AIIMS
923
Analyst IMS Investment Management Services
Israel
$347K +$73.1K +2,121 +26%
LWM
924
Lodestone Wealth Management
Washington
$347K -$33.3K -966 -8%
SSWG
925
Seven Springs Wealth Group
Tennessee
$346K – – –
35 36
37
38 39