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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1076
Guyasuta Investment Advisors
Pennsylvania
$238K +$1.21K +33 +0.5%
HIA
1077
Harbor Investment Advisory
Maryland
$238K +$173K +4,723 +270%
MWM
1078
Mattern Wealth Management
Kansas
$238K +$241K +6,581 New
APC
1079
Aspire Private Capital
North Carolina
$237K -$7.61M -208,067 -97%
SWMG
1080
Strategic Wealth Management Group
Maryland
$235K -$150K -4,107 -39%
TFCP
1081
Twin Focus Capital Partners
Massachusetts
$235K +$234K +6,400 New
CAM
1082
Costello Asset Management
Pennsylvania
$234K -$8.96K -245 -4%
CAM
1083
Claret Asset Management
Quebec, Canada
$233K -$15.4K -420 -6%
SDWMA
1084
Schneider Downs Wealth Management Advisors
Pennsylvania
$232K – – –
SPP
1085
Single Point Partners
Massachusetts
$230K -$6.8K -186 -3%
AAM
1086
Autus Asset Management
Arizona
$229K – – –
ICM
1087
IMS Capital Management
Oregon
$228K +$183 +5 +0.1%
LIG
1088
Lokken Investment Group
Delaware
$228K +$227K +6,207 New
FTC
1089
Farmers Trust Company
Ohio
$227K – – –
WAAG
1090
Wealth Alliance Advisory Group
Kansas
$227K – – –
KPCM
1091
Kings Point Capital Management
New York
$226K – – –
BTWM
1092
Baker Tilly Wealth Management
Wisconsin
$225K – – –
ACI
1093
Alpha Cubed Investments
California
$225K +$224K +6,127 New
AW
1094
Avion Wealth
Texas
$223K +$1.1K +30 +0.5%
MC
1095
Miramar Capital
Illinois
$222K +$219K +5,990 New
SW
1096
SlateStone Wealth
Florida
$221K – – –
PWMG
1097
Prestige Wealth Management Group
New Jersey
$220K -$1.08M -29,467 -83%
TA
1098
Tiedemann Advisors
New York
$220K – – –
GLLW
1099
Graves Light Lenhart Wealth
Virginia
$219K – – –
TI
1100
Trexquant Investment
Connecticut
$219K +$218K +5,961 New
42 43
44
45 46