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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
901
Greenleaf Trust
Michigan
$541K -$39.8K -966 -7%
CLOS
902
Compagnie Lombard Odier SCmA
Switzerland
$534K +$494K +12,000 +1,200%
DI
903
Diligent Investors
California
$534K +$16.6K +403 +3%
CCM
904
Condor Capital Management
New Jersey
$533K -$21.5K -522 -4%
YIA
905
YHB Investment Advisors
Connecticut
$532K +$93.5K +2,271 +21%
AWE
906
Avidian Wealth Enterprises
Texas
$529K -$117K -2,833 -18%
PPP
907
Private Portfolio Partners
New Jersey
$528K -$56.1K -1,362 -10%
PWM
908
Peterson Wealth Management
Nevada
$527K -$78.4K -1,904 -13%
ATI
909
Act Two Investors
California
$524K -$209K -5,074 -28%
TCOO
910
Trust Company of Oklahoma
Oklahoma
$523K -$4.9K -119 -0.9%
LC
911
Lindbrook Capital
California
$522K -$10.3K -250 -2%
ICP
912
Interchange Capital Partners
Pennsylvania
$521K +$112K +2,732 +27%
CA
913
Cornerstone Advisory
Maryland
$521K -$40.9K -994 -7%
BOH
914
Bank of Hawaii
Hawaii
$521K – – –
PWW
915
Pettyjohn Wood & White
Virginia
$518K +$12.3K +300 +2%
SDAM
916
Shulman DeMeo Asset Management
New York
$516K -$10.5K -254 -2%
GCAC
917
Guardian Capital Advisors (Canada)
Ontario, Canada
$515K -$8.14M -197,801 -94%
MA
918
Modus Advisors
Minnesota
$511K – – –
MP
919
McDonald Partners
Ohio
$510K -$12.1K -294 -2%
TA
920
TruWealth Advisors
Louisiana
$509K +$82 +2 +0%
HWAM
921
Hennion & Walsh Asset Management
New Jersey
$509K -$3.54K -86 -0.7%
MWPCG
922
Measured Wealth Private Client Group
New Hampshire
$505K +$268K +6,520 +113%
SFM
923
Soros Fund Management
New York
$504K – – –
TWA
924
Talisman Wealth Advisors
New Jersey
$503K +$10.7K +260 +2%
PWS
925
Private Wealth Strategies
Ohio
$502K +$1.89K +46 +0.4%
35 36
37
38 39