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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
1026
Key Financial Inc
Pennsylvania
$669K +$51.6K +992 +9%
AWE
1027
Avidian Wealth Enterprises
Texas
$668K -$56.8K -1,093 -8%
AG
1028
AmeriFlex Group
Nevada
$668K +$67.8K +1,305 +12%
EWS
1029
Evergreen Wealth Solutions
Pennsylvania
$667K +$23.4K +451 +4%
WPA
1030
Wealth Preservation Advisors
Tennessee
$666K +$223K +4,288 +53%
CA
1031
COFG Advisors
Illinois
$666K +$21.4K +412 +3%
PCM
1032
Pennsylvania Capital Management
Pennsylvania
$665K – – –
ACG
1033
Allen Capital Group
Nebraska
$664K +$40.3K +775 +7%
PIA
1034
Panoramic Investment Advisors
Colorado
$663K +$5.46K +105 +0.9%
SL
1035
SWMG LLC
Texas
$661K +$38.5K +741 +7%
TWP
1036
Tempus Wealth Planning
California
$660K -$1.72K -33 -0.3%
SFM
1037
Soros Fund Management
New York
$658K – – –
FCBT
1038
First Citizens Bank & Trust
North Carolina
$657K -$91.7K -1,764 -13%
PWP
1039
Principle Wealth Partners
Connecticut
$657K -$21.9K -422 -3%
MMC
1040
Mizuho Markets Cayman
Cayman Islands
$656K +$636K +12,237 New
SC
1041
SouthState Corp
Florida
$656K -$53.1K -1,022 -8%
OWA
1042
Octavia Wealth Advisors
Ohio
$655K -$25.9K -498 -4%
PIA
1043
Polaris Investment Advisors
Massachusetts
$655K -$695K -13,381 -52%
S
1044
SignatureFD
Georgia
$652K +$17.4K +334 +3%
ECM
1045
Elgethun Capital Management
South Dakota
$652K – – –
PCA
1046
Prosperity Capital Advisors
Ohio
$650K -$58.7K -1,130 -9%
CCM
1047
Chilton Capital Management
Texas
$649K – – –
BB
1048
Burford Brothers
Texas
$649K +$4.78K +92 +0.8%
WAG
1049
Winthrop Advisory Group
Massachusetts
$648K +$207K +3,975 +49%
WCP
1050
Wealthcare Capital Partners
Pennsylvania
$644K +$2.08K +40 +0.3%
40 41
42
43 44