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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
USB
901
Union Savings Bank
Connecticut
$998K – – –
AFS
902
Aft Forsyth & Sober
Florida
$996K – – –
SP
903
Stonebrook Private
Michigan
$994K -$5.52K -110 -0.5%
FWP
904
Falcon Wealth Planning
California
$992K +$50 +1 +0%
SCM
905
Schnieders Capital Management
California
$986K -$2.21K -44 -0.2%
AG
906
Ascent Group
Virginia
$985K -$169K -3,374 -15%
RA
907
RoundAngle Advisors
New Jersey
$983K +$130K +2,586 +15%
BFA
908
Beaumont Financial Advisors
Massachusetts
$981K +$131K +2,619 +15%
ZF
909
Zhang Financial
Michigan
$979K +$58.4K +1,164 +6%
LSA
910
Lansing Street Advisors
Pennsylvania
$965K +$588K +11,724 +153%
EWA
911
Exencial Wealth Advisors
Oklahoma
$957K -$1.15K -23 -0.1%
QCG
912
Quadrant Capital Group
Ohio
$956K -$196K -3,915 -17%
SWA
913
SOA Wealth Advisors
New York
$951K +$1.71K +34 +0.2%
SC
914
Savant Capital
Illinois
$949K -$19.8K -394 -2%
GEM
915
Global Endowment Management
North Carolina
$948K – – –
BCM
916
BluePointe Capital Management
California
$944K +$573K +11,416 +151%
CWMK
917
Caliber Wealth Management (Kansas)
Kansas
$942K +$949K +18,912 New
LI
918
LRI Investments
Florida
$937K +$67.6K +1,348 +8%
MWM
919
Modern Wealth Management
Kansas
$935K +$17.6K +351 +2%
IAG
920
Investment Advisory Group
Massachusetts
$930K +$39.7K +792 +4%
PEA
921
Park Edge Advisors
Ohio
$929K -$2.26M -45,052 -71%
VCM
922
Vivaldi Capital Management
Illinois
$929K -$53.4K -1,064 -5%
TPI
923
Trust Point Inc
Wisconsin
$921K +$16.3K +324 +2%
TMWM
924
Taylor & Morgan Wealth Management
Michigan
$921K -$25.3K -505 -3%
SWA
925
Sax Wealth Advisors
New Jersey
$918K +$1.35K +27 +0.1%
35 36
37
38 39