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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
WWC
1026
Waypoint Wealth Counsel
Georgia
$613K -$7.56K -145 -1%
PCM
1027
Pennsylvania Capital Management
Pennsylvania
$612K – – –
TWP
1028
Tempus Wealth Planning
California
$610K +$573 +11 +0.1%
PFA
1029
Pure Financial Advisors
California
$609K -$6.88K -132 -1%
USWIA
1030
UP Strategic Wealth Investment Advisors
Pennsylvania
$609K – – –
SFM
1031
Soros Fund Management
New York
$606K -$15.6M -300,000 -96%
PIA
1032
Panoramic Investment Advisors
Colorado
$606K +$13.4K +258 +2%
FA
1033
Fiduciary Alliance
South Carolina
$603K +$231K +4,438 +62%
KCFA
1034
Key Client Fiduciary Advisors
New Jersey
$601K -$82.4K -1,581 -11%
EFG
1035
Embree Financial Group
Illinois
$600K -$156 -3 -0%
ECM
1036
Elgethun Capital Management
South Dakota
$600K – – –
CWM
1037
CCG Wealth Management
California
$599K +$633K +12,143 New
CCM
1038
Chilton Capital Management
Texas
$598K -$8.75K -168 -1%
CCM
1039
Coldstream Capital Management
Washington
$596K +$107K +2,044 +20%
PG
1040
Prostatis Group
Maryland
$596K -$48.1K -924 -7%
OFG
1041
Oxford Financial Group
Indiana
$594K -$74.4K -1,428 -11%
BB
1042
Burford Brothers
Texas
$593K -$39.7K -762 -6%
CA
1043
COFG Advisors
Illinois
$593K -$7.09K -136 -1%
ONST
1044
Old North State Trust
North Carolina
$592K – – –
WCP
1045
Wealthcare Capital Partners
Pennsylvania
$591K -$3.02K -58 -0.5%
FWSM
1046
First Wilshire Securities Management
California
$590K – – –
CWS
1047
Cypress Wealth Services
California
$588K +$677 +13 +0.1%
HNB
1048
Hilltop National Bank
Wyoming
$587K -$5.21K -100 -0.8%
S
1049
SignatureFD
Georgia
$584K +$9.02K +173 +1%
KA
1050
KLCM Advisors
Wisconsin
$582K – – –
40 41
42
43 44