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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1001
Courier Capital
New York
$450K – – –
YIA
1002
YHB Investment Advisors
Connecticut
$450K +$57.8K +1,463 +16%
KPWG
1003
KFA Private Wealth Group
Virginia
$446K +$37.5K +951 +10%
TI
1004
tru Independence
Oregon
$445K -$19.8K -502 -5%
FAM
1005
Formidable Asset Management
Ohio
$443K -$25.6K -649 -6%
GLA
1006
Good Life Advisors
Pennsylvania
$439K -$70K -1,773 -15%
LWL
1007
Leo Wealth LLC
Texas
$436K -$3.75K -95 -0.9%
EIA
1008
Eldridge Investment Advisors
New Hampshire
$436K +$79 +2 +0%
NWM
1009
Northwest Wealth Management
Iowa
$435K +$408K +10,339 New
LWM
1010
Lodestone Wealth Management
Washington
$435K -$4.62K -117 -1%
SSWG
1011
Seven Springs Wealth Group
Tennessee
$432K – – –
AWA
1012
Amplius Wealth Advisors
Pennsylvania
$431K -$59.2K -1,499 -13%
SC
1013
Savant Capital
Illinois
$430K -$98.2K -2,487 -20%
SCM
1014
Sebold Capital Management
Illinois
$429K -$6.91K -175 -2%
UWM
1015
USAdvisors Wealth Management
Minnesota
$426K +$401K +10,170 New
ICP
1016
Interchange Capital Partners
Pennsylvania
$425K +$40.9K +1,037 +12%
AWM
1017
Aries Wealth Management
Maine
$423K – – –
SAMT
1018
Select Asset Management & Trust
Pennsylvania
$423K – – –
CCA
1019
Cadent Capital Advisors
Oklahoma
$423K +$396K +10,039 New
HWA
1020
Hillcrest Wealth Advisors
New Jersey
$421K -$385K -9,750 -49%
DMC
1021
Drexel Morgan & Co
Pennsylvania
$421K – – –
LCS
1022
Levin Capital Strategies
New York
$421K – – –
SFB
1023
STAR Financial Bank
Indiana
$421K +$5.64K +143 +1%
CWM
1024
Circle Wealth Management
New Jersey
$419K +$434 +11 +0.1%
MA
1025
MONECO Advisors
Connecticut
$418K -$28.1K -712 -7%
39 40
41
42 43