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
CIA
1001
Choate Investment Advisors
Massachusetts
$747K – – –
VCM
1002
Viewpoint Capital Management
Washington
$746K – – –
FMWA
1003
Forvis Mazars Wealth Advisors
Missouri
$744K +$82.7K +1,671 +13%
BBHC
1004
Brown Brothers Harriman & Co
New York
$744K -$26.6K -538 -4%
CWP
1005
Core Wealth Partners
California
$744K -$121K -2,435 -15%
SHFP
1006
Second Half Financial Partners
Florida
$742K -$5.79K -117 -0.8%
KDA
1007
Kraft Davis & Associates
Missouri
$740K +$110K +2,230 +19%
FNT
1008
First National Trust
Pennsylvania
$739K -$115K -2,319 -14%
CWM
1009
Copia Wealth Management
Oregon
$739K +$361K +7,286 +107%
SCM
1010
Sterneck Capital Management
Missouri
$738K -$8.56K -173 -1%
AF
1011
Advisornet Financial
Minnesota
$738K +$99.5K +2,011 +17%
TWPM
1012
Total Wealth Planning & Management
Florida
$733K +$140K +2,837 +25%
WCM
1013
Washburn Capital Management
Florida
$732K -$447K -9,035 -39%
PNAA
1014
Pictet North America Advisors
Switzerland
$731K – – –
GP
1015
Guardian Partners
Canada
$728K -$30.6M -617,930 -98%
WCM
1016
WealthBridge Capital Management
Ohio
$726K -$57K -1,151 -8%
FA
1017
Fountainhead AM
New Jersey
$723K -$452K -9,123 -40%
GT
1018
Greenleaf Trust
Michigan
$718K -$9.01K -182 -1%
WTFG
1019
Wood Tarver Financial Group
Idaho
$717K -$40.1K -811 -6%
PWM
1020
Pines Wealth Management
North Carolina
$717K +$32.3K +653 +5%
BC
1021
Bulwark Capital
Florida
$716K +$677K +13,680 New
PWP
1022
Principle Wealth Partners
Connecticut
$714K +$43.3K +874 +7%
MA
1023
MCF Advisors
Kentucky
$714K – – –
PWAM
1024
Private Wealth Asset Management
Iowa
$713K +$230K +4,655 +52%
KFP
1025
KMG Fiduciary Partners
Ohio
$705K -$8.36K -169 -1%
39 40
41
42 43