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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
WWC
1001
Waypoint Wealth Counsel
Georgia
$702K +$35.3K +680 +5%
SP
1002
Sequent Planning
Nebraska
$701K +$215K +4,142 +46%
SHFP
1003
Second Half Financial Partners
Florida
$696K +$675K +12,986 New
SC
1004
Sapient Capital
Indiana
$695K -$31.1K -599 -4%
GI
1005
GAMMA Investing
California
$694K -$1.98K -38 -0.3%
FNT
1006
First National Trust
Pennsylvania
$694K -$22K -424 -3%
HFS
1007
Hopwood Financial Services
Virginia
$693K – – –
JC
1008
JBGlobal.com
New York
$693K – – –
CWRP
1009
Cassady Wealth & Retirement Planning
Nevada
$691K -$51.5K -991 -7%
ATC
1010
Adirondack Trust Company
New York
$691K -$26.6K -512 -4%
SCTC
1011
Sanibel Captiva Trust Company
Florida
$689K +$3.64K +70 +0.5%
UBP
1012
Union Bancaire Privee
Switzerland
$689K – – –
PJSIMP
1013
P.J. Schmidt Investment Management (PJS)
Wisconsin
$686K – – –
CI
1014
CX Institutional
Indiana
$685K -$249K -4,789 -27%
USWIA
1015
UP Strategic Wealth Investment Advisors
Pennsylvania
$685K – – –
BFA
1016
Bragg Financial Advisors
North Carolina
$685K -$23.1K -444 -3%
SWM
1017
Sherman Wealth Management
Maryland
$685K +$2.29K +44 +0.3%
DI
1018
Diligent Investors
California
$684K -$17.6K -339 -3%
SDAM
1019
Shulman DeMeo Asset Management
New York
$683K -$468 -9 -0.1%
PFA
1020
Pettinga Financial Advisors
Indiana
$681K +$347K +6,680 +111%
EWM
1021
Elevatus Welath Management
New York
$676K +$67.8K +1,305 +12%
CT
1022
Caldwell Trust
Florida
$674K -$11.2K -215 -2%
AIM
1023
Acropolis Investment Management
Missouri
$672K +$156 +3 +0%
AIM
1024
Anchor Investment Management
South Carolina
$671K -$149K -2,869 -19%
FCA
1025
Fortis Capital Advisors
Kansas
$670K +$40.3K +775 +7%
39 40
41
42 43