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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
926
Forvis Mazars Wealth Advisors
Missouri
$331K -$25.4K -767 -7%
APW
927
Aurora Private Wealth
New Jersey
$330K -$115K -3,481 -24%
MG
928
Mather Group
Illinois
$329K +$28.1K +850 +9%
LSPW
929
Lake Street Private Wealth
Illinois
$328K -$59.1K -1,789 -14%
OLVIG
930
Oliver Lagore Vanvalin Investment Group
Michigan
$327K +$124K +3,744 +53%
EVC
931
Eidelman Virant Capital
Missouri
$326K -$331 -10 -0.1%
TVAMP
932
Tennessee Valley Asset Management Partners
Tennessee
$325K -$101K -3,045 -22%
SAM
933
Summit Asset Management
Tennessee
$325K – – –
CSA
934
Cottage Street Advisors
Massachusetts
$324K -$528K -15,983 -60%
SDAM
935
Shulman DeMeo Asset Management
New York
$324K -$9.16K -277 -3%
CFG
936
Citizens Financial Group
Rhode Island
$323K -$19.1K -578 -5%
AI
937
Accredited Investors
Minnesota
$323K – – –
DWM
938
Destination Wealth Management
California
$323K +$126K +3,825 +56%
AWA
939
Acorn Wealth Advisors
Michigan
$322K +$7.17K +217 +2%
ACG
940
Allen Capital Group
Nebraska
$321K – – –
KIA
941
Kraematon Investment Advisors
Massachusetts
$320K -$35.5K -1,075 -9%
IAS
942
Investment Advisory Services
Texas
$320K +$17.3K +524 +5%
PWM
943
PRW Wealth Management
Massachusetts
$320K +$63.6K +1,924 +22%
SAMT
944
Select Asset Management & Trust
Pennsylvania
$319K -$101K -3,062 -23%
SC
945
Savant Capital
Illinois
$319K -$7.54K -228 -2%
CDH
946
Charles D. Hyman
$319K – – –
HCM
947
Harvey Capital Management
Florida
$319K – – –
WA
948
Wealthstar Advisors
Texas
$319K +$4.86K +147 +1%
FC
949
Fusion Capital
South Carolina
$317K -$6.31K -191 -2%
YIA
950
YHB Investment Advisors
Connecticut
$315K +$3.27K +99 +1%
36 37
38
39 40