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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1076
Octavia Wealth Advisors
Ohio
$637K -$26.7K -532 -4%
PWP
1077
Principle Wealth Partners
Connecticut
$636K -$62.6K -1,248 -9%
TCOO
1078
Trust Company of Oklahoma
Oklahoma
$635K +$1.96K +39 +0.3%
CWM
1079
Collaborative Wealth Management
Florida
$633K -$65.2K -1,300 -9%
HFS
1080
Hopwood Financial Services
Virginia
$631K -$7.72K -154 -1%
BOH
1081
Bank of Hawaii
Hawaii
$631K – – –
S
1082
SignatureFD
Georgia
$627K -$36.1K -719 -5%
MWA
1083
Meridian Wealth Advisors
Texas
$627K – – –
CT
1084
Caldwell Trust
Florida
$625K -$433K -8,629 -41%
FMWA
1085
Forvis Mazars Wealth Advisors
Missouri
$625K +$40.3K +803 +7%
TWA
1086
Talisman Wealth Advisors
New Jersey
$622K -$22.6K -450 -3%
GWA
1087
Gratus Wealth Advisors
Virginia
$617K -$20.1K -400 -3%
APP
1088
Avantax Planning Partners
Iowa
$616K +$20.1K +401 +3%
ECM
1089
Elgethun Capital Management
South Dakota
$615K -$42.4K -846 -6%
TA
1090
TruWealth Advisors
Louisiana
$612K +$34.1K +680 +6%
SFM
1091
Soros Fund Management
New York
$611K – – –
CCM
1092
Condor Capital Management
New Jersey
$610K -$1.46K -29 -0.2%
1IA
1093
1834 Investment Advisors
Wisconsin
$609K – – –
JFGIW
1094
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$608K -$3.91K -78 -0.6%
WPA
1095
Wealth Preservation Advisors
Tennessee
$608K +$612K +12,201 New
GAM
1096
GEM Asset Management
Michigan
$603K +$369K +7,348 +154%
TWP
1097
Tempus Wealth Planning
California
$603K +$18.8K +375 +3%
ACG
1098
Allen Capital Group
Nebraska
$603K +$55.7K +1,110 +10%
AF
1099
Advisornet Financial
Minnesota
$602K -$110K -2,200 -15%
EFG
1100
Embree Financial Group
Illinois
$601K +$280K +5,588 +86%
42 43
44
45 46