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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1076
CrossGen Wealth
North Carolina
$620K +$8.52K +164 +1%
CFG
1077
Carr Financial Group
Massachusetts
$616K -$11.4K -220 -2%
LSA
1078
L & S Advisors
California
$615K +$386K +7,419 +183%
HPWM
1079
High Point Wealth Management
New Jersey
$614K -$14.3K -276 -2%
KWM
1080
Kaydan Wealth Management
Michigan
$614K +$11.3K +217 +2%
NF
1081
Nikulski Financial
Iowa
$611K +$101K +1,945 +21%
JFGIW
1082
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$609K +$114K +2,187 +24%
CHAM
1083
Clear Harbor Asset Management
Connecticut
$609K – – –
DWM
1084
Denver Wealth Management
Colorado
$608K +$138K +2,664 +31%
BFO
1085
Biltmore Family Office
North Carolina
$606K -$123K -2,373 -17%
VAM
1086
Vienna Asset Management
California
$606K +$251K +4,837 +75%
QCG
1087
Quadrant Capital Group
Ohio
$603K – – –
CNWM
1088
Clay Northam Wealth Management
California
$603K – – –
KF
1089
KKM Financial
Illinois
$601K – – –
OFS
1090
OneAscent Financial Services
Alabama
$601K -$141K -2,721 -20%
LWAM
1091
Legacy Wealth Asset Management
Minnesota
$600K – – –
ACP
1092
Argyle Capital Partners
California
$599K +$258K +4,973 +80%
CFP
1093
Comprehensive Financial Planning
Pennsylvania
$598K -$102K -1,956 -15%
VFA
1094
Voya Financial Advisors
Connecticut
$598K -$151K -2,901 -21%
FA
1095
Fiduciary Alliance
South Carolina
$598K -$21.5K -414 -4%
LC
1096
Lavelle Capital
California
$597K – – –
ACP
1097
Aviance Capital Partners
Florida
$592K +$2.6K +50 +0.5%
RA
1098
Range Advisory
Virginia
$592K +$35.1K +675 +7%
MSFS
1099
Main Street Financial Solutions
Pennsylvania
$589K +$9.98K +192 +2%
FFA
1100
First Foundation Advisors
California
$587K +$104K +1,998 +22%
42 43
44
45 46