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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
TSMHT
976
Thurston Springer Miller Herd & Titak
Indiana
$817K +$173K +3,445 +27%
CT
977
Chicago Trust
Illinois
$814K +$25.1K +501 +3%
SC
978
SouthState Corp
Florida
$811K -$85.9K -1,713 -10%
VFG
979
V2 Financial group
Illinois
$810K -$206K -4,102 -20%
BTI
980
Blue Trust Inc
Georgia
$810K +$351K +6,998 +76%
WPW
981
Waldron Private Wealth
Pennsylvania
$808K +$230K +4,589 +39%
CT
982
Coastline Trust
Rhode Island
$806K +$18K +358 +2%
WBCM
983
Wilson & Boucher Capital Management
California
$803K +$174K +3,475 +27%
GWP
984
Gateway Wealth Partners
Wisconsin
$803K +$808K +16,118 New
LA
985
Lynch & Associates
Indiana
$801K – – –
WIC
986
Woodmont Investment Counsel
Tennessee
$801K – – –
SWM
987
Shepherd Wealth Management
Ohio
$795K +$804K +16,022 New
NWM
988
Napa Wealth Management
California
$793K +$798K +15,918 New
MSS
989
Mitchell Sinkler & Starr
Pennsylvania
$790K – – –
MBT
990
Montecito Bank & Trust
California
$789K -$2.51K -50 -0.3%
LWMT
991
Legacy Wealth Management (Tennessee)
Tennessee
$786K -$17.7K -352 -2%
ATC
992
Adirondack Trust Company
New York
$780K +$9.98K +199 +1%
MCC
993
Money Concepts Capital
Florida
$778K +$20.8K +414 +3%
IA
994
Integrity Alliance
Iowa
$778K +$321K +6,405 +70%
CIAS
995
Capital Investment Advisory Services
North Carolina
$778K -$32.4K -646 -4%
BAM
996
Beaumont Asset Management
Texas
$777K +$11.8K +235 +2%
PRI
997
Prepared Retirement Institute
Pennsylvania
$773K +$318K +6,341 +69%
QWM
998
Quadcap Wealth Management
Texas
$772K -$12.6K -252 -2%
GIM
999
Goelzer Investment Management
Indiana
$772K +$1.4K +28 +0.2%
WFAG
1000
Worth Financial Advisory Group
North Carolina
$771K +$14.2K +284 +2%
38 39
40
41 42