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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
976
Worth Financial Advisory Group
North Carolina
$840K -$46.7K -876 -5%
PWAM
977
Private Wealth Asset Management
Iowa
$839K – – –
KCAM
978
Kagan Cocozza Asset Management
New Jersey
$836K +$165K +3,100 +25%
BTI
979
Blue Trust Inc
Georgia
$832K -$247K -4,631 -23%
SG
980
Sherry Group
Arkansas
$826K +$798K +14,968 New
BHBT
981
Burke & Herbert Bank & Trust
Virginia
$821K -$1.38M -25,935 -63%
ET
982
Equitable Trust
Tennessee
$817K -$10.6K -199 -1%
FC
983
Fjell Capital
North Dakota
$815K +$38.6K +724 +5%
WB
984
Webster Bank
Connecticut
$814K +$2.61K +49 +0.3%
CCM
985
Cannon Capital Management
Utah
$808K +$786K +14,745 New
RBA
986
Richard Bernstein Advisors
New York
$807K -$64.5M -1,211,356 -99%
SWP
987
Sagespring Wealth Partners
Tennessee
$804K -$564K -10,580 -42%
GIM
988
Goelzer Investment Management
Indiana
$802K -$34.3K -644 -4%
CWP
989
Core Wealth Partners
California
$802K +$21K +394 +3%
MAM
990
Milestone Asset Management
Pennsylvania
$799K +$36.9K +693 +5%
TA
991
Tactive Advisors
Florida
$798K +$124K +2,325 +19%
SC
992
Slow Capital
California
$797K – – –
EAM
993
Empirical Asset Management
Massachusetts
$794K -$16.9K -317 -2%
VT
994
Volterra Technologies
New York
$789K -$11M -206,772 -93%
MP
995
Moment Partners
California
$787K +$51.8K +972 +7%
AI
996
Axecap Investments
Ohio
$786K -$55K -1,033 -7%
PRI
997
Prepared Retirement Institute
Pennsylvania
$786K +$14.3K +269 +2%
MWA
998
Monograph Wealth Advisors
California
$786K – – –
TPW
999
Transatlantique Private Wealth
New York
$783K – – –
VCM
1000
Viewpoint Capital Management
Washington
$780K – – –
38 39
40
41 42