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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
951
Collective Family Office
Pennsylvania
$428K -$99.9K -2,954 -19%
AWE
952
Avidian Wealth Enterprises
Texas
$427K -$139K -4,115 -25%
NF
953
Nikulski Financial
Iowa
$426K -$8.29K -245 -2%
IIC
954
Ironwood Investment Counsel
Arizona
$425K +$421K +12,436 New
MCWS
955
McKinley Carter Wealth Services
West Virginia
$423K +$419K +12,378 New
EW
956
Evoke Wealth
California
$423K +$33.8K +1,000 +9%
TVAMP
957
Tennessee Valley Asset Management Partners
Tennessee
$423K +$56K +1,656 +15%
VWM
958
Valley Wealth Managers
New Jersey
$423K – – –
VCA
959
Verdence Capital Advisors
Maryland
$422K -$77.2K -2,281 -16%
WIA
960
Westbourne Investment Advisors
Maryland
$422K +$1.79K +53 +0.4%
SPL
961
Smart Portfolios LLC
Washington
$421K +$417K +12,315 New
GSIAS
962
Garden State Investment Advisory Services
New Jersey
$420K +$416K +12,291 New
HIC
963
Holderness Investments Company
North Carolina
$420K -$19.2K -568 -4%
BFA
964
Benedict Financial Advisors
Georgia
$419K +$5.11K +151 +1%
AIM
965
AHL Investment Management
Florida
$418K +$414K +12,233 New
AA
966
Addison Advisors
Vermont
$418K -$114K -3,375 -22%
ATFA
967
All Terrain Financial Advisors
Minnesota
$418K +$34 +1 +0%
LSPW
968
Lake Street Private Wealth
Illinois
$415K +$45.4K +1,343 +12%
CHA
969
Carmichael Hill & Associates
Maryland
$414K +$2.23K +66 +0.5%
CG
970
Caprock Group
Idaho
$414K +$409K +12,097 New
TWA
971
Talisman Wealth Advisors
New Jersey
$413K +$408K +12,071 New
BWP
972
Bernardo Wealth Planning
Pennsylvania
$412K -$2.8M -82,777 -87%
AWM
973
Aries Wealth Management
Maine
$411K +$49.6K +1,467 +14%
GWP
974
Gateway Wealth Partners
Wisconsin
$411K +$406K +12,016 New
CA
975
Continuum Advisory
Idaho
$411K -$17.9K -529 -4%
37 38
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40 41