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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
901
Sapient Capital
Indiana
$928K – – –
IWA
902
IBEX Wealth Advisors
New Jersey
$926K +$1.38K +26 +0.2%
NFSG
903
Newbridge Financial Services Group
Florida
$925K -$2.16M -40,760 -70%
SCM
904
Steele Capital Management
Iowa
$924K – – –
KJWM
905
Kiley Juergens Wealth Management
Washington
$924K +$17.3K +327 +2%
KLCM
906
KG&L Capital Management
Louisiana
$919K -$157K -2,955 -15%
IWA
907
Icon Wealth Advisors
Texas
$917K -$424 -8 -0%
AWP
908
Astra Wealth Partners
New Jersey
$917K +$81.4K +1,536 +10%
KIG
909
Kessler Investment Group
Indiana
$912K -$1.52M -28,639 -63%
CCWM
910
Cassaday & Co Wealth Management
Virginia
$911K -$32.5K -614 -4%
HL
911
HeadInvest LLC
Maine
$911K -$9.96K -188 -1%
HWA
912
Heritage Wealth Advisors
Virginia
$911K – – –
IP
913
Investment Partners
Ohio
$910K +$3.55K +67 +0.4%
MSS
914
Mitchell Sinkler & Starr
Pennsylvania
$908K – – –
GS
915
GWN Securities
Florida
$907K -$352K -6,635 -28%
AG
916
AmeriFlex Group
Nevada
$903K +$385K +7,273 +77%
RWP
917
RWA Wealth Partners
Massachusetts
$903K -$34.7K -654 -4%
EWA
918
Exencial Wealth Advisors
Oklahoma
$902K – – –
WIC
919
Woodmont Investment Counsel
Tennessee
$901K – – –
TCOO
920
Trust Company of Oklahoma
Oklahoma
$900K -$3.6K -68 -0.4%
AIS
921
Accredited Investor Services
Minnesota
$897K -$13.6K -257 -2%
R
922
Rebalance
California
$897K +$2.91K +55 +0.3%
MCM
923
MV Capital Management
Maryland
$894K -$7.68K -145 -0.9%
EWM
924
EPG Wealth Management
Georgia
$891K -$27.1K -512 -3%
WBCM
925
Wilson & Boucher Capital Management
California
$888K -$34.4K -650 -4%
35 36
37
38 39