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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1026
Wealth Preservation Advisors
Tennessee
$666K +$223K +4,288 +53%
CA
1027
COFG Advisors
Illinois
$666K +$21.4K +412 +3%
PCM
1028
Pennsylvania Capital Management
Pennsylvania
$665K – – –
ACG
1029
Allen Capital Group
Nebraska
$664K +$40.3K +775 +7%
PIA
1030
Panoramic Investment Advisors
Colorado
$663K +$5.46K +105 +0.9%
SL
1031
SWMG LLC
Texas
$661K +$38.5K +741 +7%
TWP
1032
Tempus Wealth Planning
California
$660K -$1.72K -33 -0.3%
SFM
1033
Soros Fund Management
New York
$658K – – –
FCBT
1034
First Citizens Bank & Trust
North Carolina
$657K -$91.7K -1,764 -13%
PWP
1035
Principle Wealth Partners
Connecticut
$657K -$21.9K -422 -3%
MMC
1036
Mizuho Markets Cayman
Cayman Islands
$656K +$636K +12,237 New
SC
1037
SouthState Corp
Florida
$656K -$53.1K -1,022 -8%
OWA
1038
Octavia Wealth Advisors
Ohio
$655K -$25.9K -498 -4%
PIA
1039
Polaris Investment Advisors
Massachusetts
$655K -$695K -13,381 -52%
S
1040
SignatureFD
Georgia
$652K +$17.4K +334 +3%
ECM
1041
Elgethun Capital Management
South Dakota
$652K – – –
PCA
1042
Prosperity Capital Advisors
Ohio
$650K -$58.7K -1,130 -9%
CCM
1043
Chilton Capital Management
Texas
$649K – – –
BB
1044
Burford Brothers
Texas
$649K +$4.78K +92 +0.8%
WAG
1045
Winthrop Advisory Group
Massachusetts
$648K +$207K +3,975 +49%
WCP
1046
Wealthcare Capital Partners
Pennsylvania
$644K +$2.08K +40 +0.3%
ONST
1047
Old North State Trust
North Carolina
$643K – – –
ESB
1048
Essex Savings Bank
Connecticut
$643K -$82.6K -1,590 -12%
FWSM
1049
First Wilshire Securities Management
California
$641K – – –
CWM
1050
CCG Wealth Management
California
$639K -$11.3K -218 -2%
40 41
42
43 44