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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
926
BlueSky Wealth Advisors
North Carolina
$381K +$110K +3,008 +41%
RMAM
927
Raab & Moskowitz Asset Management
New Jersey
$380K +$6.15K +168 +2%
SC
928
SouthState Corp
Florida
$380K +$203K +5,548 +116%
PFGIA
929
Patriot Financial Group Insurance Agency
Massachusetts
$378K +$55.1K +1,507 +17%
DWP
930
Destiny Wealth Partners
Florida
$374K – – –
DMC
931
Drexel Morgan & Co
Pennsylvania
$374K – – –
VCM
932
Vivaldi Capital Management
Illinois
$373K – – –
NRS
933
Neville Rodie & Shaw
New York
$373K +$372K +10,165 New
AWA
934
Acorn Wealth Advisors
Michigan
$372K +$37.2K +1,016 +11%
RMDI
935
R.M. Davis Inc
Maine
$371K -$34.8K -950 -9%
EIA
936
Eldridge Investment Advisors
New Hampshire
$371K +$72.8K +1,991 +25%
KM
937
Kalos Management
Georgia
$371K +$364K +9,943 New
IAA
938
Ironsides Asset Advisors
North Carolina
$370K -$5.01K -137 -1%
PA
939
PSI Advisors
Florida
$370K +$10.4K +283 +3%
JAG
940
Journey Advisory Group
Kentucky
$368K -$8.96K -245 -2%
BFM
941
Boston Financial Management
Massachusetts
$368K – – –
NB
942
Northwest Bancshares
Pennsylvania
$368K +$7.02K +192 +2%
WA
943
Waverly Advisors
Alabama
$367K -$14.9K -406 -4%
EC
944
EJF Capital
Virginia
$367K +$366K +10,000 New
SFG
945
SNS Financial Group
Minnesota
$365K +$53K +1,449 +17%
BIM
946
Baldwin Investment Management
Pennsylvania
$363K -$2.56K -70 -0.7%
PWS
947
Private Wealth Strategies
Ohio
$363K +$1.17K +32 +0.3%
GWSG
948
GPS Wealth Strategies Group
Colorado
$363K +$15.2K +416 +4%
TA
949
Trellis Advisors
Washington
$362K -$105K -2,875 -23%
FCB
950
First Command Bank
Texas
$362K – – –
36 37
38
39 40