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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1051
Cumberland Partners
Ontario, Canada
$701K +$14.1K +264 +2%
BB
1052
Burford Brothers
Texas
$699K +$586 +11 +0.1%
CLA
1053
Carnegie Lake Advisors
New Jersey
$696K -$29.5K -554 -4%
COCM
1054
Charter Oak Capital Management
New Hampshire
$695K – – –
SWM
1055
Sherman Wealth Management
Maryland
$693K +$675K +12,661 New
BFA
1056
Bragg Financial Advisors
North Carolina
$693K -$6.13K -115 -0.9%
BFO
1057
Biltmore Family Office
North Carolina
$691K +$74.2K +1,393 +12%
PRAG
1058
Portfolio Resources Advisor Group
Florida
$690K +$672K +12,604 New
MWA
1059
Meridian Wealth Advisors
Texas
$689K – – –
WWC
1060
Waypoint Wealth Counsel
Georgia
$687K – – –
SP
1061
Symmetry Partners
Connecticut
$686K -$1.38M -25,915 -67%
AIM
1062
Acropolis Investment Management
Missouri
$686K -$11.8K -222 -2%
TA
1063
TruWealth Advisors
Louisiana
$686K +$12.5K +234 +2%
CWMK
1064
Caliber Wealth Management (Kansas)
Kansas
$683K -$52K -975 -7%
PFA
1065
Pure Financial Advisors
California
$683K +$2.82K +53 +0.4%
PCM
1066
Pennsylvania Capital Management
Pennsylvania
$679K – – –
TWP
1067
Tempus Wealth Planning
California
$676K -$16.3K -306 -2%
RWS
1068
Resolute Wealth Strategies
Mississippi
$675K +$656K +12,316 New
AWM
1069
Atticus Wealth Management
Florida
$674K +$22.6K +424 +4%
PFA
1070
Pettinga Financial Advisors
Indiana
$673K -$18.6K -350 -3%
CCM
1071
Chilton Capital Management
Texas
$673K -$2.56K -48 -0.4%
CIA
1072
Choate Investment Advisors
Massachusetts
$672K -$91.5K -1,718 -12%
VA
1073
Vident Advisory
Georgia
$671K +$4.96K +93 +0.8%
WPA
1074
Wealth Preservation Advisors
Tennessee
$669K – – –
BIP
1075
Blueprint Investment Partners
North Carolina
$668K -$184K -3,455 -22%
41 42
43
44 45