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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
901
Sax Wealth Advisors
New Jersey
$890K -$161K -3,337 -15%
SS
902
SBI Securities
Japan
$882K +$883K +18,256 New
NWM
903
Nova Wealth Management
Florida
$879K +$879K +18,189 New
TPI
904
Trust Point Inc
Wisconsin
$878K – – –
LC
905
Lindbrook Capital
California
$877K +$26K +538 +3%
HL
906
HeadInvest LLC
Maine
$874K -$58K -1,200 -6%
PIA
907
Powell Investment Advisors
Florida
$873K +$99.2K +2,051 +13%
SC
908
SouthState Corp
Florida
$870K +$108K +2,238 +14%
IAG
909
Investment Advisory Group
Massachusetts
$864K +$1.84K +38 +0.2%
CCM
910
Cullen Capital Management
New York
$856K -$6.25M -129,160 -88%
TPCW
911
TD Private Client Wealth
New York
$856K -$3.38K -70 -0.4%
COCM
912
Charter Oak Capital Management
New Hampshire
$855K – – –
OFS
913
OneAscent Financial Services
Alabama
$855K +$856K +17,695 New
AWMT
914
AAFMAA Wealth Management & Trust
North Carolina
$855K +$15.6K +322 +2%
DBRC
915
D.B. Root & Company
Pennsylvania
$852K – – –
SCM
916
Steele Capital Management
Iowa
$845K – – –
LI
917
LRI Investments
Florida
$844K – – –
BF
918
BOK Financial
Oklahoma
$843K +$58K +1,200 +7%
PWM
919
Partners Wealth Management
California
$841K +$842K +17,411 New
RA
920
Riversedge Advisors
Delaware
$841K – – –
PFA
921
Pettinga Financial Advisors
Indiana
$841K -$7.74K -160 -0.9%
WMWM
922
Whitaker-Myers Wealth Managers
Ohio
$838K -$393K -8,129 -32%
SMC
923
Smith, Moore & Co
Missouri
$836K -$28.2K -584 -3%
ACM
924
Absolute Capital Management
Pennsylvania
$829K – – –
RA
925
RoundAngle Advisors
New Jersey
$829K +$829K +17,146 New
35 36
37
38 39