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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
926
Choate Investment Advisors
Massachusetts
$498K -$12.3K -300 -2%
FDCP
927
Foster Dykema Cabot & Partners
Massachusetts
$498K -$18.3K -444 -4%
AFG
928
Atomi Financial Group
New York
$497K -$46.3K -1,125 -9%
KCFA
929
Key Client Fiduciary Advisors
New Jersey
$497K +$329 +8 +0.1%
AWM
930
Accurate Wealth Management
Florida
$495K -$5.71M -138,790 -92%
SC
931
Savant Capital
Illinois
$494K +$74.5K +1,811 +18%
ONST
932
Old North State Trust
North Carolina
$493K – – –
GI
933
GAMMA Investing
California
$493K +$416K +10,100 +534%
MWAM
934
Manhattan West Asset Management
California
$492K -$257K -6,247 -34%
UOTTAIMCU
935
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$491K -$135K -3,270 -21%
FWSM
936
First Wilshire Securities Management
California
$491K – – –
MC
937
Mathes Company
New York
$491K – – –
GIM
938
Grassi Investment Management
California
$490K -$32.5K -789 -6%
BSA
939
Braun Stacey Associates
New York
$490K +$1.6K +39 +0.3%
TWP
940
Tempus Wealth Planning
California
$490K +$29.9K +727 +6%
FMWA
941
Forvis Mazars Wealth Advisors
Missouri
$488K +$5.14K +125 +1%
CNWM
942
Clay Northam Wealth Management
California
$486K – – –
USWIA
943
UP Strategic Wealth Investment Advisors
Pennsylvania
$485K -$4.94K -120 -1%
CTB
944
Country Trust Bank
Illinois
$485K -$40.9K -994 -8%
OFG
945
Oxford Financial Group
Indiana
$484K +$82 +2 +0%
JIR
946
James Investment Research
Ohio
$481K -$3.09K -75 -0.6%
JHCP
947
Jackson Hole Capital Partners
Oklahoma
$480K -$16.9K -410 -3%
BFA
948
Bragg Financial Advisors
North Carolina
$479K -$20.8K -506 -4%
VWM
949
Valley Wealth Managers
New Jersey
$479K – – –
BA
950
Bristlecone Advisors
Washington
$477K -$16.5K -400 -3%
36 37
38
39 40