We are live on ! Find out more
XLF icon

State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
1001
Legacy Wealth Asset Management
Minnesota
$525K – – –
CTB
1002
Country Trust Bank
Illinois
$524K -$10.1K -232 -2%
ZF
1003
Zhang Financial
Michigan
$523K +$87 +2 +0%
CSC
1004
Caldwell Sutter Capital
California
$523K – – –
KWM
1005
Kaydan Wealth Management
Michigan
$522K – – –
OWM
1006
OneAscent Wealth Management
Alabama
$520K +$501K +11,472 New
WP
1007
WMS Partners
Maryland
$519K +$500K +11,454 New
HPC
1008
HM Payson & Co
Maine
$518K +$63.1K +1,445 +14%
ICP
1009
Interchange Capital Partners
Pennsylvania
$515K -$57.6K -1,320 -10%
LSA
1010
L & S Advisors
California
$512K -$17.6M -404,445 -97%
AIM
1011
AHL Investment Management
Florida
$510K – – –
RIA
1012
RPG Investment Advisory
California
$509K -$11.6K -265 -2%
BFO
1013
Biltmore Family Office
North Carolina
$509K – – –
FNBT
1014
FineMark National Bank & Trust
Florida
$507K -$209K -4,792 -30%
EWM
1015
Elevatus Welath Management
New York
$507K +$57.4K +1,315 +13%
WAS
1016
Wealth Advisory Solutions
Indiana
$504K -$19.1K -437 -4%
MWAM
1017
Manhattan West Asset Management
California
$504K -$36.7K -841 -7%
BA
1018
Bristlecone Advisors
Washington
$504K -$21.8K -500 -4%
KFI
1019
Key Financial Inc
Pennsylvania
$504K -$480 -11 -0.1%
MIC
1020
Means Investment Company
Maine
$504K +$131 +3 +0%
GLA
1021
Good Life Advisors
Pennsylvania
$503K +$21.5K +492 +5%
LCGC
1022
Legacy Capital Group California
California
$502K +$115K +2,631 +31%
IA
1023
Inspire Advisors
Idaho
$501K +$122K +2,800 +34%
JHCP
1024
Jackson Hole Capital Partners
Oklahoma
$500K -$28.1K -643 -6%
FLPIM
1025
F.L. Putnam Investment Management
Massachusetts
$499K +$12.6K +289 +3%
39 40
41
42 43