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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
B
976
Barings
North Carolina
$793K -$897K -18,115 -54%
AI
977
Axecap Investments
Ohio
$792K +$749K +15,132 New
AIM
978
Anchor Investment Management
South Carolina
$792K +$14.8K +300 +2%
FCH
979
Freestone Capital Holdings
Washington
$785K +$198 +4 +0%
WB
980
Webster Bank
Connecticut
$785K -$2.52K -51 -0.3%
WWC
981
Waypoint Wealth Counsel
Georgia
$783K – – –
PCP
982
Proficio Capital Partners
Massachusetts
$782K +$23.2M +469,001 +3,646%
PRI
983
Prepared Retirement Institute
Pennsylvania
$781K -$30.3K -612 -4%
SC
984
SouthState Corp
Florida
$780K -$68.9K -1,392 -9%
KSWA
985
Kathleen S. Wright Associates
Pennsylvania
$776K +$198 +4 +0%
VC
986
Vestor Capital
Illinois
$775K -$97.5M -1,970,662 -99%
WCM
987
Wellington Capital Management
Maryland
$775K +$732K +14,799 New
HNB
988
Hilltop National Bank
Wyoming
$771K +$729K +14,727 New
IAA
989
Independent Advisor Alliance
North Carolina
$769K +$360K +7,273 +98%
IPAM
990
Investment Partners Asset Management
New Jersey
$767K +$4.65K +94 +0.6%
HIC
991
Holderness Investments Company
North Carolina
$764K +$29.7K +601 +4%
SC
992
Slow Capital
California
$762K – – –
NWA
993
Navis Wealth Advisors
New York
$760K +$396 +8 +0.1%
EAM
994
Empirical Asset Management
Massachusetts
$757K +$2.08K +42 +0.3%
FLP
995
Financial Life Planners
Arizona
$755K +$11.3K +229 +2%
MWA
996
Monograph Wealth Advisors
California
$751K – – –
PJWM
997
Philip James Wealth Mangement
Georgia
$750K -$3.81K -77 -0.5%
CCM
998
Cloud Capital Management
Washington
$749K -$24K -485 -3%
TPW
999
Transatlantique Private Wealth
New York
$749K – – –
DFA
1000
Davies Financial Advisors
California
$748K -$431K -8,709 -38%
38 39
40
41 42