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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
1051
NewEdge Wealth
Pennsylvania
$365K +$44.5K +1,081 +14%
AA
1052
Addison Advisors
Vermont
$364K -$6.58K -160 -2%
ATFA
1053
All Terrain Financial Advisors
Minnesota
$363K -$78.2K -1,899 -18%
IIA
1054
Integral Investment Advisors
California
$362K -$3.7K -90 -1%
OFS
1055
OneAscent Financial Services
Alabama
$362K +$43.1K +1,047 +13%
CPSAC
1056
Chas P. Smith & Associates (CPS)
Florida
$361K +$1.65K +40 +0.5%
GCIM
1057
Gunn & Company Investment Management
Florida
$361K +$362K +8,790 New
FFM
1058
Forum Financial Management
Illinois
$361K +$362K +8,785 New
SCM
1059
Sebold Capital Management
Illinois
$361K -$57.9K -1,406 -14%
FCBT
1060
First Citizens Bank & Trust
North Carolina
$360K – – –
DWP
1061
Daymark Wealth Partners
Ohio
$355K +$76.8K +1,865 +28%
DC
1062
Destiny Capital
Colorado
$354K -$15.5K -376 -4%
ECG
1063
Edge Capital Group
Georgia
$354K -$48.2K -1,170 -12%
BCM
1064
BluePointe Capital Management
California
$353K -$30.2K -733 -8%
MFG
1065
Mosaic Financial Group
Illinois
$351K -$36.1K -878 -9%
SW
1066
SlateStone Wealth
Florida
$351K – – –
APIM
1067
Agate Pass Investment Management
Washington
$350K – – –
GSIAS
1068
Garden State Investment Advisory Services
New Jersey
$349K +$1.32K +32 +0.4%
D
1069
Diversified
Delaware
$349K +$7K +170 +2%
LSAG
1070
Lake Street Advisors Group
New Hampshire
$348K – – –
LCGC
1071
Legacy Capital Group California
California
$347K +$348K +8,444 New
DFG
1072
Delta Financial Group
New Jersey
$347K +$36.1K +878 +12%
CFS
1073
Coordinated Financial Services
Colorado
$345K +$165 +4 +0%
CB
1074
Centennial Bank
Arkansas
$344K -$7.49K -182 -2%
OPWM
1075
Oxinas Partners Wealth Management
Indiana
$344K -$1.21M -29,338 -78%
41 42
43
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