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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1001
Sapient Capital
Indiana
$695K -$31.1K -599 -4%
GI
1002
GAMMA Investing
California
$694K -$1.98K -38 -0.3%
FNT
1003
First National Trust
Pennsylvania
$694K -$22K -424 -3%
HFS
1004
Hopwood Financial Services
Virginia
$693K – – –
JC
1005
JBGlobal.com
New York
$693K – – –
CWRP
1006
Cassady Wealth & Retirement Planning
Nevada
$691K -$51.5K -991 -7%
ATC
1007
Adirondack Trust Company
New York
$691K -$26.6K -512 -4%
SCTC
1008
Sanibel Captiva Trust Company
Florida
$689K +$3.64K +70 +0.5%
UBP
1009
Union Bancaire Privee
Switzerland
$689K – – –
PJSIMP
1010
P.J. Schmidt Investment Management (PJS)
Wisconsin
$686K – – –
CI
1011
CX Institutional
Indiana
$685K -$249K -4,789 -27%
USWIA
1012
UP Strategic Wealth Investment Advisors
Pennsylvania
$685K – – –
BFA
1013
Bragg Financial Advisors
North Carolina
$685K -$23.1K -444 -3%
SWM
1014
Sherman Wealth Management
Maryland
$685K +$2.29K +44 +0.3%
DI
1015
Diligent Investors
California
$684K -$17.6K -339 -3%
SDAM
1016
Shulman DeMeo Asset Management
New York
$683K -$468 -9 -0.1%
PFA
1017
Pettinga Financial Advisors
Indiana
$681K +$347K +6,680 +111%
EWM
1018
Elevatus Welath Management
New York
$676K +$67.8K +1,305 +12%
CT
1019
Caldwell Trust
Florida
$674K -$11.2K -215 -2%
AIM
1020
Acropolis Investment Management
Missouri
$672K +$156 +3 +0%
FCA
1021
Fortis Capital Advisors
Kansas
$670K +$40.3K +775 +7%
KFI
1022
Key Financial Inc
Pennsylvania
$669K +$51.6K +992 +9%
AWE
1023
Avidian Wealth Enterprises
Texas
$668K -$56.8K -1,093 -8%
AG
1024
AmeriFlex Group
Nevada
$668K +$67.8K +1,305 +12%
EWS
1025
Evergreen Wealth Solutions
Pennsylvania
$667K +$23.4K +451 +4%
39 40
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