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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
976
SMART Wealth
Nebraska
$411K +$406K +12,009 New
ONST
977
Old North State Trust
North Carolina
$410K – – –
MIC
978
Means Investment Company
Maine
$409K +$404K +11,952 New
KCFA
979
Key Client Fiduciary Advisors
New Jersey
$408K -$9.44K -279 -2%
HPC
980
HM Payson & Co
Maine
$407K -$5.55K -164 -1%
GWA
981
GGM Wealth Advisors
Maryland
$407K – – –
SC
982
Savant Capital
Illinois
$403K +$43.4K +1,283 +12%
TWP
983
Tempus Wealth Planning
California
$402K -$1.86K -55 -0.5%
JHCP
984
Jackson Hole Capital Partners
Oklahoma
$402K – – –
CNWM
985
Clay Northam Wealth Management
California
$401K -$20.3K -600 -5%
LPT
986
Legacy Private Trust
Wisconsin
$400K +$20.2K +597 +5%
AWM
987
Affinity Wealth Management
Delaware
$399K -$1.39K -41 -0.4%
RIL
988
Rothschild Investment LLC
Illinois
$399K -$9.71K -287 -2%
FAM
989
Formidable Asset Management
Ohio
$398K -$6.87K -203 -2%
LWAM
990
Legacy Wealth Asset Management
Minnesota
$396K – – –
LOAMU
991
Lombard Odier Asset Management (USA)
New York
$395K – – –
AIM
992
Aspen Investment Management
Michigan
$395K -$3.72K -110 -0.9%
PHS
993
Pekin Hardy Strauss
Illinois
$394K +$390K +11,523 New
OFG
994
Oxford Financial Group
Indiana
$393K – – –
MPM
995
MBB Public Markets
Illinois
$392K +$2.03K +60 +0.5%
MW
996
Marcum Wealth
Ohio
$391K -$4.03K -119 -1%
BFO
997
Biltmore Family Office
North Carolina
$391K – – –
ATC
998
Adirondack Trust Company
New York
$390K -$338 -10 -0.1%
SYBT
999
Stock Yards Bank & Trust
Kentucky
$389K -$61.3K -1,811 -14%
AMBIA
1000
Allen Mooney & Barnes Investment Advisors
Georgia
$386K -$5.58K -165 -1%
38 39
40
41 42