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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CLA
1026
Carnegie Lake Advisors
New Jersey
$703K +$135K +2,727 +25%
MP
1027
Moment Partners
California
$702K -$2.77K -56 -0.4%
DI
1028
Diligent Investors
California
$697K – – –
FCBT
1029
First Citizens Bank & Trust
North Carolina
$696K +$216K +4,374 +49%
APP
1030
Avantax Planning Partners
Iowa
$694K +$43.8K +885 +7%
MA
1031
Modus Advisors
Minnesota
$693K – – –
MM
1032
Morangie Management
Florida
$690K – – –
ICP
1033
Interchange Capital Partners
Pennsylvania
$690K -$106K -2,136 -14%
CBT
1034
Central Bank & Trust
Kentucky
$690K -$4.95K -100 -0.8%
IP
1035
Ignite Planners
California
$689K +$109K +2,198 +20%
LCM
1036
Lunt Capital Management
Utah
$688K -$482K -9,742 -43%
PWW
1037
Pettyjohn Wood & White
Virginia
$685K +$9.75K +197 +2%
CWM
1038
Collaborative Wealth Management
Florida
$685K +$18.1K +366 +3%
EFG
1039
Embree Financial Group
Illinois
$684K +$49.1K +993 +8%
FCM
1040
Fourpath Capital Management
Oklahoma
$682K +$63.7K +1,287 +11%
GI
1041
GAMMA Investing
California
$678K +$47.5K +959 +8%
YIH
1042
Y-Intercept (HK)
Hong Kong
$677K +$640K +12,925 New
JC
1043
JBGlobal.com
New York
$677K – – –
PG
1044
Prostatis Group
Maryland
$676K -$206K -4,158 -24%
OWA
1045
Octavia Wealth Advisors
Ohio
$675K +$4.41K +89 +0.7%
BFA
1046
Bragg Financial Advisors
North Carolina
$669K -$30.8K -623 -5%
LMKC
1047
L.M. Kohn & Company
Ohio
$668K -$6.78K -137 -1%
OFO
1048
OneAscent Family Office
Alabama
$665K -$43.2K -873 -6%
MA
1049
MONECO Advisors
Connecticut
$664K +$107K +2,161 +21%
BOH
1050
Bank of Hawaii
Hawaii
$663K – – –
40 41
42
43 44