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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
GCAC
976
Guardian Capital Advisors (Canada)
Ontario, Canada
$554K – – –
PA
977
PFG Advisors
Arizona
$552K +$55.3K +1,267 +12%
CG
978
Caprock Group
Idaho
$551K +$282K +6,465 +114%
PPP
979
Private Portfolio Partners
New Jersey
$551K -$29.5K -675 -5%
TI
980
tru Independence
Oregon
$550K +$95.8K +2,196 +22%
CIA
981
Choate Investment Advisors
Massachusetts
$549K – – –
CC
982
Courier Capital
New York
$545K +$41.7K +955 +9%
ONST
983
Old North State Trust
North Carolina
$544K – – –
GI
984
GAMMA Investing
California
$543K – – –
CFIA
985
Cantor Fitzgerald Investment Advisors
New York
$543K +$523K +11,977 New
APP
986
Avantax Planning Partners
Iowa
$542K -$148K -3,397 -22%
EE
987
EWG Elevate
California
$542K +$209K +4,786 +67%
FWSM
988
First Wilshire Securities Management
California
$542K – – –
UOTTAIMCU
989
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$542K – – –
TWP
990
Tempus Wealth Planning
California
$540K +$175 +4 +0%
CP
991
Cumberland Partners
Ontario, Canada
$538K +$15.2K +349 +3%
CNWM
992
Clay Northam Wealth Management
California
$536K – – –
USWIA
993
UP Strategic Wealth Investment Advisors
Pennsylvania
$535K – – –
OFG
994
Oxford Financial Group
Indiana
$534K +$44 +1 +0%
FMWA
995
Forvis Mazars Wealth Advisors
Missouri
$532K -$5.45K -125 -1%
BSA
996
Braun Stacey Associates
New York
$531K -$8.86K -203 -2%
GIM
997
Grassi Investment Management
California
$531K -$8.29K -190 -2%
MC
998
Mathes Company
New York
$530K -$10.9K -250 -2%
JIR
999
James Investment Research
Ohio
$530K – – –
TA
1000
TruWealth Advisors
Louisiana
$526K -$34.8K -798 -6%
38 39
40
41 42