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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
951
Carr Financial Group
Massachusetts
$477K +$202K +4,917 +74%
LWAM
952
Legacy Wealth Asset Management
Minnesota
$476K – – –
WAS
953
Wealth Advisory Solutions
Indiana
$475K -$15.1K -366 -3%
CSC
954
Caldwell Sutter Capital
California
$475K – – –
ZF
955
Zhang Financial
Michigan
$475K +$82 +2 +0%
CP
956
Cumberland Partners
Ontario, Canada
$474K +$475K +11,532 New
KWM
957
Kaydan Wealth Management
Michigan
$474K -$27.8K -676 -6%
RIA
958
RPG Investment Advisory
California
$473K -$32.6K -791 -6%
AT
959
Arlington Trust
Alabama
$469K -$24.1K -585 -5%
HCP
960
Hexagon Capital Partners
Arkansas
$465K – – –
AMBIA
961
Allen Mooney & Barnes Investment Advisors
Georgia
$464K -$494 -12 -0.1%
SWP
962
Strategic Wealth Partners
Ohio
$464K +$60.3K +1,464 +15%
AIM
963
AHL Investment Management
Florida
$462K – – –
BFO
964
Biltmore Family Office
North Carolina
$461K +$2.14K +52 +0.5%
MHS
965
M Holdings Securities
Oregon
$461K +$461K +11,205 New
KFI
966
Key Financial Inc
Pennsylvania
$457K +$2.1K +51 +0.5%
MIC
967
Means Investment Company
Maine
$457K -$6.75K -164 -1%
AWM
968
Atticus Wealth Management
Florida
$456K -$195K -4,732 -30%
PHIC
969
Pine Haven Investment Counsel
Massachusetts
$455K – – –
CC
970
Courier Capital
New York
$455K +$16K +388 +4%
ACG
971
Allen Capital Group
Nebraska
$455K -$5.02K -122 -1%
YDMI
972
Y.D. More Investments
Israel
$454K +$243K +5,900 +114%
ASBI
973
American State Bank (Iowa)
Iowa
$453K – – –
CWM
974
Centric Wealth Management
Illinois
$452K +$57.6K +1,399 +16%
KW
975
KWB Wealth
California
$450K – – –
37 38
39
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