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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
901
Compagnie Lombard Odier SCmA
Switzerland
$534K +$494K +12,000 +1,200%
DI
902
Diligent Investors
California
$534K +$16.6K +403 +3%
CCM
903
Condor Capital Management
New Jersey
$533K -$21.5K -522 -4%
YIA
904
YHB Investment Advisors
Connecticut
$532K +$93.5K +2,271 +21%
AWE
905
Avidian Wealth Enterprises
Texas
$529K -$117K -2,833 -18%
PPP
906
Private Portfolio Partners
New Jersey
$528K -$56.1K -1,362 -10%
PWM
907
Peterson Wealth Management
Nevada
$527K -$78.4K -1,904 -13%
ATI
908
Act Two Investors
California
$524K -$209K -5,074 -28%
TCOO
909
Trust Company of Oklahoma
Oklahoma
$523K -$4.9K -119 -0.9%
LC
910
Lindbrook Capital
California
$522K -$10.3K -250 -2%
ICP
911
Interchange Capital Partners
Pennsylvania
$521K +$112K +2,732 +27%
CA
912
Cornerstone Advisory
Maryland
$521K -$40.9K -994 -7%
BOH
913
Bank of Hawaii
Hawaii
$521K – – –
PWW
914
Pettyjohn Wood & White
Virginia
$518K +$12.3K +300 +2%
SDAM
915
Shulman DeMeo Asset Management
New York
$516K -$10.5K -254 -2%
GCAC
916
Guardian Capital Advisors (Canada)
Ontario, Canada
$515K -$8.14M -197,801 -94%
MA
917
Modus Advisors
Minnesota
$511K – – –
MP
918
McDonald Partners
Ohio
$510K -$12.1K -294 -2%
TA
919
TruWealth Advisors
Louisiana
$509K +$82 +2 +0%
HWAM
920
Hennion & Walsh Asset Management
New Jersey
$509K -$3.54K -86 -0.7%
MWPCG
921
Measured Wealth Private Client Group
New Hampshire
$505K +$268K +6,520 +113%
SFM
922
Soros Fund Management
New York
$504K – – –
TWA
923
Talisman Wealth Advisors
New Jersey
$503K +$10.7K +260 +2%
PWS
924
Private Wealth Strategies
Ohio
$502K +$1.89K +46 +0.4%
S
925
SignatureFD
Georgia
$501K -$31.8K -772 -6%
35 36
37
38 39