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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1026
Bedel Financial Consulting
Indiana
$417K -$3.95K -100 -1%
EAM
1027
Empirical Asset Management
Massachusetts
$417K – – –
EWM
1028
Elevatus Welath Management
New York
$416K – – –
MWM
1029
Modera Wealth Management
New Jersey
$416K +$11.9K +301 +3%
FA
1030
Fountainhead AM
New Jersey
$414K +$46.9K +1,187 +14%
OPW
1031
Oxler Private Wealth
New York
$414K -$9.08K -230 -2%
SWP
1032
Strategic Wealth Partners
Ohio
$413K +$138K +3,484 +55%
HPC
1033
HM Payson & Co
Maine
$412K +$8.72K +221 +2%
MWM
1034
MGB Wealth Management
Texas
$412K – – –
ECG
1035
Edge Capital Group
Georgia
$412K – – –
WTC
1036
WhitTier Trust Company
Nevada
$409K -$86K -2,178 -18%
BBHC
1037
Brown Brothers Harriman & Co
New York
$407K +$94.9K +2,405 +33%
PMG
1038
ProVise Management Group
Florida
$405K -$2.65M -67,077 -87%
EFG
1039
Ehrlich Financial Group
California
$404K +$62.7K +1,588 +20%
RCWM
1040
Royal Capital Wealth Management
Indiana
$404K +$79 +2 +0%
KF
1041
KKM Financial
Illinois
$403K – – –
SFWC
1042
Strategic Family Wealth Counselors
New Jersey
$403K +$987 +25 +0.3%
SIMG
1043
Sonora Investment Management Group
Arizona
$402K +$108K +2,734 +40%
EWA
1044
Exencial Wealth Advisors
Oklahoma
$400K +$135K +3,409 +56%
RMAM
1045
Raab & Moskowitz Asset Management
New Jersey
$400K -$2.76K -70 -0.7%
CW
1046
Channel Wealth
California
$399K +$31.6K +801 +9%
SIC
1047
SFE Investment Counsel
California
$398K -$12.2K -308 -3%
MFG
1048
Mosaic Financial Group
Illinois
$397K +$372K +9,416 New
MSAM
1049
Moloney Securities Asset Management
Missouri
$396K -$21.1K -535 -5%
BCM
1050
BluePointe Capital Management
California
$393K – – –
40 41
42
43 44