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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
1001
Edge Capital Group
Georgia
$368K -$8.48K -245 -2%
SIC
1002
SFE Investment Counsel
California
$367K -$26.9K -778 -7%
MPWT
1003
MassMutual Private Wealth & Trust
Connecticut
$363K +$331K +9,560 +9,560%
CFO
1004
Callan Family Office
Pennsylvania
$363K +$104K +3,000 +45%
KPWG
1005
KFA Private Wealth Group
Virginia
$363K +$1.04K +30 +0.3%
AA
1006
Addison Advisors
Vermont
$361K -$26.4K -762 -7%
RCWM
1007
Royal Capital Wealth Management
Indiana
$361K +$69 +2 +0%
AG
1008
AlTi Global
New York
$360K +$331K +9,571 New
HPC
1009
HM Payson & Co
Maine
$360K -$34.6K -1,000 -9%
RMAM
1010
Raab & Moskowitz Asset Management
New Jersey
$360K -$25.9K -749 -7%
KF
1011
KKM Financial
Illinois
$360K +$331K +9,568 New
MWM
1012
Modera Wealth Management
New Jersey
$360K -$66.4K -1,919 -17%
SFWC
1013
Strategic Family Wealth Counselors
New Jersey
$358K +$8.07K +233 +3%
DFG
1014
Dupree Financial Group
Kentucky
$357K +$329K +9,497 New
MC
1015
Mathes Company
New York
$355K – – –
BCM
1016
BluePointe Capital Management
California
$351K +$323K +9,324 New
C
1017
Certuity
Florida
$350K +$450 +13 +0.1%
RCS
1018
Retirement Capital Strategies
California
$350K -$935K -27,022 -74%
YIA
1019
YHB Investment Advisors
Connecticut
$347K -$142K -4,115 -31%
FHC
1020
First Heartland Consultants
Missouri
$346K -$17.3K -501 -5%
PG
1021
Proffitt & Goodson
Tennessee
$344K -$73K -2,110 -19%
BSHC
1022
Breed's Hill Capital
Massachusetts
$342K +$315K +9,100 New
GL
1023
Gerber LLC
Ohio
$342K +$315K +9,091 New
FFA
1024
Florida Financial Advisors
Florida
$341K +$314K +9,079 New
EI
1025
Ellevest Inc
New York
$339K – – –
39 40
41
42 43