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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
SAMT
1051
Select Asset Management & Trust
Pennsylvania
$455K – – –
DMC
1052
Drexel Morgan & Co
Pennsylvania
$453K – – –
LCS
1053
Levin Capital Strategies
New York
$453K – – –
LWM
1054
Lodestone Wealth Management
Washington
$453K -$6.33K -145 -1%
AWA
1055
Arete Wealth Advisors
Illinois
$453K +$437K +10,018 New
KW
1056
KWB Wealth
California
$451K +$12K +274 +3%
KPWG
1057
KFA Private Wealth Group
Virginia
$450K +$1K +23 +0.2%
BFC
1058
Bedel Financial Consulting
Indiana
$449K – – –
EI
1059
Ellevest Inc
New York
$445K +$35.8K +820 +9%
DWM
1060
Destination Wealth Management
California
$445K +$428K +9,812 New
SIM
1061
Sterling Investment Management
Arizona
$444K -$2.66K -61 -0.6%
MWM
1062
MGB Wealth Management
Texas
$442K – – –
AWA
1063
Amplius Wealth Advisors
Pennsylvania
$441K – – –
WTC
1064
WhitTier Trust Company
Nevada
$440K – – –
BCP
1065
Berkeley Capital Partners
Georgia
$440K +$424K +9,710 New
MIA
1066
Milestone Investment Advisors
Wisconsin
$440K – – –
MMA
1067
Miracle Mile Advisors
California
$438K +$197K +4,521 +88%
SFWC
1068
Strategic Family Wealth Counselors
New Jersey
$435K +$873 +20 +0.2%
RCWM
1069
Royal Capital Wealth Management
Indiana
$435K +$87 +2 +0%
FCBT
1070
First Citizens Bank & Trust
North Carolina
$435K +$37K +849 +10%
KF
1071
KKM Financial
Illinois
$434K – – –
CPIG
1072
Chicago Partners Investment Group
Illinois
$433K -$6.24K -143 -2%
FA
1073
Fountainhead AM
New Jersey
$432K +$14.5K +332 +4%
SWP
1074
Strategic Wealth Partners
Ohio
$429K -$79.1K -1,812 -16%
SA
1075
SpiderRock Advisors
Delaware
$428K -$35.1K -804 -8%
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43
44 45