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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
926
Legacy Wealth Advisors
Florida
$753K +$454K +8,716 +133%
EAP
927
Elevation Advisory Partners
Florida
$747K +$735K +14,103 New
WB
928
Webster Bank
Connecticut
$747K +$14.3K +275 +2%
AWA
929
Arete Wealth Advisors
Illinois
$744K -$455K -8,729 -37%
FCIM
930
Fairview Capital Investment Management
California
$743K +$578K +11,100 +282%
MBT
931
Montecito Bank & Trust
California
$742K -$39.1K -750 -5%
TPCW
932
TD Private Client Wealth
New York
$742K -$5.27M -101,183 -87%
BI
933
Bramshill Investments
Florida
$741K -$1.07M -20,500 -58%
LP
934
LMR Partners
United Kingdom
$741K +$782K +15,000 New
RMP
935
Richards, Merrill & Peterson
Washington
$739K +$743K +14,250 +1,966%
SG
936
Sherry Group
Arkansas
$739K – – –
ET
937
Equitable Trust
Tennessee
$737K – – –
SS
938
SBI Securities
Japan
$736K +$38.5K +739 +5%
IPAM
939
Investment Partners Asset Management
New Jersey
$734K -$24.6K -473 -3%
ICP
940
Interchange Capital Partners
Pennsylvania
$732K +$553K +10,621 +261%
CCM
941
Cannon Capital Management
Utah
$728K – – –
CWRP
942
Cassady Wealth & Retirement Planning
Nevada
$724K +$730 +14 +0.1%
SC
943
Slow Capital
California
$718K – – –
MWA
944
Monograph Wealth Advisors
California
$708K – – –
SMDAM
945
Sumitomo Mitsui DS Asset Management
Japan
$708K +$426K +8,184 +133%
EAM
946
Empirical Asset Management
Massachusetts
$706K -$282K -5,421 -27%
BT
947
Banque Transatlantique
France
$706K +$745K +14,300 New
FMWA
948
Forvis Mazars Wealth Advisors
Missouri
$706K +$22.3K +428 +3%
MAM
949
Milestone Asset Management
Pennsylvania
$705K -$16.3K -312 -2%
PRI
950
Prepared Retirement Institute
Pennsylvania
$705K -$3.7K -71 -0.5%
36 37
38
39 40