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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
926
Cassaday & Co Wealth Management
Virginia
$825K +$28.5K +589 +4%
BFA
927
Beaumont Financial Advisors
Massachusetts
$825K – – –
SWMP
928
Signature Wealth Management Partners
New Jersey
$824K +$2.47K +51 +0.3%
AWA
929
AmeriServ Wealth Advisors
Pennsylvania
$822K +$822K +17,005 New
RA
930
Rational Advisors
New York
$821K +$785K +16,237 +2,168%
HWA
931
Heritage Wealth Advisors
Virginia
$817K – – –
HR
932
Howe & Rusling
New York
$817K +$197K +4,079 +32%
PFA
933
Peak Financial Advisors
Colorado
$815K -$3.34K -69 -0.4%
BFA
934
Bragg Financial Advisors
North Carolina
$813K +$220K +4,540 +37%
PWM
935
Penobscot Wealth Management
Maine
$810K -$30.2K -624 -4%
MEAC
936
M.E. Allison & Co
Texas
$806K +$807K +16,687 New
BFWA
937
Benchmark Financial Wealth Advisors
Florida
$801K +$801K +16,575 New
TNB
938
Thomasville National Bank
Georgia
$800K -$9.67K -200 -1%
BWP
939
Balboa Wealth Partners
Arizona
$800K -$18.4K -380 -2%
IP
940
Investment Partners
Ohio
$798K – – –
R
941
Rebalance
California
$796K +$3.34K +69 +0.4%
FA
942
Fountainhead AM
New Jersey
$794K +$334K +6,901 +72%
HNB
943
Hilltop National Bank
Wyoming
$792K -$103K -2,130 -12%
BTWM
944
Brass Tax Wealth Management
Ohio
$787K +$788K +16,287 New
ORC
945
O'Rourke & Company
Massachusetts
$787K +$42.9K +887 +6%
CIAS
946
Capital Investment Advisory Services
North Carolina
$786K -$7.16K -148 -0.9%
SL
947
SWMG LLC
Texas
$785K +$14.8K +307 +2%
AIS
948
Accredited Investor Services
Minnesota
$785K +$785K +16,237 New
WA
949
Wealthstar Advisors
Texas
$781K +$781K +16,155 New
GIM
950
Generali Investments Management
Slovenia
$780K +$780K +16,141 New
36 37
38
39 40