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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
926
Ascent Group
Virginia
$853K -$71K -1,366 -8%
APP
927
Avantax Planning Partners
Iowa
$853K +$105K +2,022 +15%
RWP
928
RWA Wealth Partners
Massachusetts
$852K +$13.3K +256 +2%
BTI
929
Blue Trust Inc
Georgia
$849K +$26.7K +514 +3%
IP
930
Investment Partners
Ohio
$847K +$11.8K +228 +1%
KIG
931
Kessler Investment Group
Indiana
$847K -$331K -6,373 -29%
SG
932
Sherry Group
Arkansas
$845K +$40K +770 +5%
BAM
933
Beaumont Asset Management
Texas
$842K -$4.42K -85 -0.5%
WIC
934
Woodmont Investment Counsel
Tennessee
$842K -$35K -673 -4%
PUI
935
Purpose Unlimited Inc
$842K +$232K +4,469 +40%
CC
936
Courier Capital
New York
$841K -$7.38K -142 -0.9%
WB
937
WesBanco Bank
West Virginia
$840K -$21K -405 -3%
MPPHD
938
Maloon Powers Pitre Higgins & Dennehy
California
$839K +$813K +15,645 New
TMWM
939
Taylor & Morgan Wealth Management
Michigan
$828K +$468 +9 +0.1%
LA
940
Lynch & Associates
Indiana
$823K – – –
AIP
941
Ameritas Investment Partners
Nebraska
$820K +$110K +2,110 +16%
NWM
942
Nolet Wealth Management
Texas
$819K +$85.8K +1,650 +12%
LWA
943
Legacy Wealth Advisors
Florida
$818K – – –
CCS
944
Concentric Capital Strategies
Connecticut
$817K -$3.38M -65,021 -81%
AWA
945
Arete Wealth Advisors
Illinois
$817K +$8.21K +158 +1%
MCCP
946
Mission Creek Capital Partners
California
$816K -$22.9K -441 -3%
TPCW
947
TD Private Client Wealth
New York
$806K +$676 +13 +0.1%
BI
948
Bramshill Investments
Florida
$804K – – –
VH
949
Visionary Horizons
Tennessee
$802K -$49K -942 -6%
BFA
950
Beaumont Financial Advisors
Massachusetts
$800K -$104K -1,999 -12%
36 37
38
39 40