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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1076
Kaydan Wealth Management
Michigan
$614K +$11.3K +217 +2%
NF
1077
Nikulski Financial
Iowa
$611K +$101K +1,945 +21%
JFGIW
1078
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$609K +$114K +2,187 +24%
CHAM
1079
Clear Harbor Asset Management
Connecticut
$609K – – –
DWM
1080
Denver Wealth Management
Colorado
$608K +$138K +2,664 +31%
BFO
1081
Biltmore Family Office
North Carolina
$606K -$123K -2,373 -17%
VAM
1082
Vienna Asset Management
California
$606K +$251K +4,837 +75%
QCG
1083
Quadrant Capital Group
Ohio
$603K – – –
CNWM
1084
Clay Northam Wealth Management
California
$603K – – –
KF
1085
KKM Financial
Illinois
$601K – – –
OFS
1086
OneAscent Financial Services
Alabama
$601K -$141K -2,721 -20%
LWAM
1087
Legacy Wealth Asset Management
Minnesota
$600K – – –
ACP
1088
Argyle Capital Partners
California
$599K +$258K +4,973 +80%
CFP
1089
Comprehensive Financial Planning
Pennsylvania
$598K -$102K -1,956 -15%
VFA
1090
Voya Financial Advisors
Connecticut
$598K -$151K -2,901 -21%
FA
1091
Fiduciary Alliance
South Carolina
$598K -$21.5K -414 -4%
LC
1092
Lavelle Capital
California
$597K – – –
ACP
1093
Aviance Capital Partners
Florida
$592K +$2.6K +50 +0.5%
MSFS
1094
Main Street Financial Solutions
Pennsylvania
$589K +$9.98K +192 +2%
FFA
1095
First Foundation Advisors
California
$587K +$104K +1,998 +22%
CCM
1096
Coldstream Capital Management
Washington
$587K -$58.4K -1,123 -9%
PWPS
1097
Pinnacle Wealth Planning Services
Ohio
$587K +$52K +1,000 +10%
HI
1098
Hyundai Investments
South Korea
$586K +$126K +2,419 +28%
GIA
1099
Guyasuta Investment Advisors
Pennsylvania
$585K +$30.2K +581 +6%
AWM
1100
Aries Wealth Management
Maine
$584K -$120K -2,313 -18%
42 43
44
45 46