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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
926
Falcon Wealth Planning
California
$857K +$5.98K +115 +0.7%
FFA
927
Florida Financial Advisors
Florida
$857K +$237K +4,553 +40%
SCM
928
Steele Capital Management
Iowa
$856K -$26K -500 -3%
AG
929
Ascent Group
Virginia
$853K -$71K -1,366 -8%
APP
930
Avantax Planning Partners
Iowa
$853K +$105K +2,022 +15%
RWP
931
RWA Wealth Partners
Massachusetts
$852K +$13.3K +256 +2%
BTI
932
Blue Trust Inc
Georgia
$849K +$26.7K +514 +3%
IP
933
Investment Partners
Ohio
$847K +$11.8K +228 +1%
KIG
934
Kessler Investment Group
Indiana
$847K -$331K -6,373 -29%
SG
935
Sherry Group
Arkansas
$845K +$40K +770 +5%
BAM
936
Beaumont Asset Management
Texas
$842K -$4.42K -85 -0.5%
WIC
937
Woodmont Investment Counsel
Tennessee
$842K -$35K -673 -4%
PUI
938
Purpose Unlimited Inc
$842K +$232K +4,469 +40%
CC
939
Courier Capital
New York
$841K -$7.38K -142 -0.9%
WB
940
WesBanco Bank
West Virginia
$840K -$21K -405 -3%
MPPHD
941
Maloon Powers Pitre Higgins & Dennehy
California
$839K +$813K +15,645 New
TMWM
942
Taylor & Morgan Wealth Management
Michigan
$828K +$468 +9 +0.1%
LA
943
Lynch & Associates
Indiana
$823K – – –
AIP
944
Ameritas Investment Partners
Nebraska
$820K +$110K +2,110 +16%
NWM
945
Nolet Wealth Management
Texas
$819K +$85.8K +1,650 +12%
LWA
946
Legacy Wealth Advisors
Florida
$818K – – –
CCS
947
Concentric Capital Strategies
Connecticut
$817K -$3.38M -65,021 -81%
AWA
948
Arete Wealth Advisors
Illinois
$817K +$8.21K +158 +1%
MCCP
949
Mission Creek Capital Partners
California
$816K -$22.9K -441 -3%
TPCW
950
TD Private Client Wealth
New York
$806K +$676 +13 +0.1%
36 37
38
39 40