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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
926
Steele Capital Management
Iowa
$940K – – –
CCM
927
Cloud Capital Management
Washington
$939K +$144K +2,711 +19%
BWP
928
Balboa Wealth Partners
Arizona
$938K -$20.7K -388 -2%
VCM
929
Vivaldi Capital Management
Illinois
$936K -$91.4K -1,716 -9%
IP
930
Investment Partners
Ohio
$934K +$8.9K +167 +1%
KIG
931
Kessler Investment Group
Indiana
$933K +$5.33K +100 +0.6%
CCWM
932
Cassaday & Co Wealth Management
Virginia
$926K – – –
HWA
933
Heritage Wealth Advisors
Virginia
$926K – – –
DWP
934
Daymark Wealth Partners
Ohio
$926K +$33K +619 +4%
MSS
935
Mitchell Sinkler & Starr
Pennsylvania
$923K – – –
IWA
936
Icon Wealth Advisors
Texas
$922K -$10.9K -204 -1%
WB
937
WesBanco Bank
West Virginia
$921K -$468K -8,780 -34%
KLCM
938
KG&L Capital Management
Louisiana
$921K -$13.2K -247 -1%
WIC
939
Woodmont Investment Counsel
Tennessee
$916K – – –
R
940
Rebalance
California
$915K +$3.04K +57 +0.3%
TNB
941
Thomasville National Bank
Georgia
$914K -$42.1K -790 -5%
AIS
942
Accredited Investor Services
Minnesota
$912K – – –
MCM
943
MV Capital Management
Maryland
$908K – – –
EWM
944
Elmwood Wealth Management
California
$904K +$880K +16,507 New
VFG
945
V2 Financial group
Illinois
$902K +$10.7K +200 +1%
EF
946
Empowered Funds
Pennsylvania
$901K +$135K +2,540 +18%
HL
947
HeadInvest LLC
Maine
$898K -$27.4K -515 -3%
CM
948
Columbus Macro
Pennsylvania
$893K +$869K +16,309 New
GFG
949
Grantvest Financial Group
New Jersey
$893K -$64.1K -1,203 -7%
SMC
950
Smith, Moore & Co
Missouri
$890K +$13.2K +247 +2%
36 37
38
39 40