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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1001
Hopwood Financial Services
Virginia
$639K -$2.35K -45 -0.3%
APWA
1002
Atlas Private Wealth Advisors
New Jersey
$638K -$253K -4,860 -27%
JC
1003
JBGlobal.com
New York
$638K +$673K +12,921 New
PJSIMP
1004
P.J. Schmidt Investment Management (PJS)
Wisconsin
$632K -$10.4K -200 -2%
CT
1005
Caldwell Trust
Florida
$632K -$11.5K -221 -2%
SCTC
1006
Sanibel Captiva Trust Company
Florida
$631K +$149K +2,850 +29%
RWA
1007
Resolute Wealth Advisor
Ohio
$630K +$665K +12,765 New
SDAM
1008
Shulman DeMeo Asset Management
New York
$629K -$18.9K -363 -3%
SWM
1009
Sherman Wealth Management
Maryland
$628K +$3.39K +65 +0.5%
OWA
1010
Octavia Wealth Advisors
Ohio
$628K -$23.2K -446 -3%
OFO
1011
OneAscent Family Office
Alabama
$627K -$46.1K -884 -7%
CPIG
1012
Chicago Partners Investment Group
Illinois
$626K +$14.5K +279 +2%
COCM
1013
Charter Oak Capital Management
New Hampshire
$626K – – –
PWP
1014
Principle Wealth Partners
Connecticut
$626K -$26.9K -516 -4%
PRAG
1015
Portfolio Resources Advisor Group
Florida
$625K +$3.07K +59 +0.5%
JC
1016
JB Capital
Connecticut
$624K +$95.8K +1,839 +17%
MWA
1017
Meridian Wealth Advisors
Texas
$621K – – –
UBP
1018
Union Bancaire Privee
Switzerland
$620K – – –
AIM
1019
Acropolis Investment Management
Missouri
$618K +$208 +4 +0%
TA
1020
TruWealth Advisors
Louisiana
$618K +$208 +4 +0%
BIG
1021
Brookwood Investment Group
Arizona
$617K -$1.23M -23,609 -65%
ML
1022
McAdam LLC
Pennsylvania
$615K +$89.3K +1,714 +16%
KF
1023
KKM Financial
Illinois
$614K – – –
AFS
1024
AFG Fiduciary Services
Massachusetts
$613K +$47.4K +910 +8%
WWC
1025
Waypoint Wealth Counsel
Georgia
$613K -$7.56K -145 -1%
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