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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
926
Kaydan Wealth Management
Michigan
$451K -$52.6K -1,518 -11%
USWIA
927
UP Strategic Wealth Investment Advisors
Pennsylvania
$449K +$413K +11,929 New
PCG
928
Prosperity Consulting Group
Maryland
$448K +$104K +3,000 +34%
WTC
929
WhitTier Trust Company
Nevada
$447K – – –
JIR
930
James Investment Research
Ohio
$447K – – –
WA
931
Wealthstar Advisors
Texas
$445K +$5.96K +172 +1%
GWA
932
GGM Wealth Advisors
Maryland
$444K – – –
BSA
933
Braun Stacey Associates
New York
$444K +$63.9K +1,846 +19%
FMWA
934
Forvis Mazars Wealth Advisors
Missouri
$441K -$30.6K -885 -7%
CNWM
935
Clay Northam Wealth Management
California
$441K – – –
AWA
936
Amplius Wealth Advisors
Pennsylvania
$441K -$29.1K -841 -7%
VWM
937
Valley Wealth Managers
New Jersey
$439K – – –
XT
938
XTX Topco
Cayman Islands
$439K +$404K +11,663 New
PWW
939
Pettyjohn Wood & White
Virginia
$438K -$3.46K -100 -0.9%
HCP
940
Hexagon Capital Partners
Arkansas
$438K -$10.8K -311 -3%
SIM
941
Sterling Investment Management
Arizona
$437K -$46.8K -1,353 -10%
LWAM
942
Legacy Wealth Asset Management
Minnesota
$436K – – –
CSC
943
Caldwell Sutter Capital
California
$434K -$3.46K -100 -0.9%
ATFA
944
All Terrain Financial Advisors
Minnesota
$432K +$35 +1 +0%
ORC
945
O'Rourke & Company
Massachusetts
$431K +$3.01K +87 +0.8%
MPM
946
MBB Public Markets
Illinois
$431K -$2.08M -60,000 -84%
MIA
947
Milestone Investment Advisors
Wisconsin
$427K – – –
AMBIA
948
Allen Mooney & Barnes Investment Advisors
Georgia
$424K +$1.45K +42 +0.4%
MIC
949
Means Investment Company
Maine
$424K -$312 -9 -0.1%
CHA
950
Carmichael Hill & Associates
Maryland
$424K +$18.6K +536 +5%
36 37
38
39 40