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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1076
Core Alternative Capital
Georgia
$638K -$22.4K -423 -3%
JIR
1077
James Investment Research
Ohio
$637K – – –
CFG
1078
Carr Financial Group
Massachusetts
$636K -$509K -9,613 -45%
DFA
1079
Davies Financial Advisors
California
$633K -$134K -2,532 -18%
EFG
1080
Embree Financial Group
Illinois
$632K -$70.3K -1,326 -10%
KFI
1081
Key Financial Inc
Pennsylvania
$630K +$954 +18 +0.2%
MWM
1082
Modera Wealth Management
New Jersey
$630K +$5.51K +104 +0.9%
HPC
1083
HM Payson & Co
Maine
$630K +$40.3K +760 +7%
USWIA
1084
UP Strategic Wealth Investment Advisors
Pennsylvania
$629K – – –
FLP
1085
Financial Life Planners
Arizona
$628K -$146K -2,758 -19%
CCM
1086
Condor Capital Management
New Jersey
$627K -$30.1K -569 -5%
CPIG
1087
Chicago Partners Investment Group
Illinois
$626K +$52.9K +999 +9%
GAA
1088
Global Assets Advisory
Florida
$622K +$218K +4,116 +55%
PIA
1089
Panoramic Investment Advisors
Colorado
$614K +$212 +4 +0%
LWAM
1090
Legacy Wealth Asset Management
Minnesota
$614K +$53 +1 +0%
CNWM
1091
Clay Northam Wealth Management
California
$612K – – –
FCA
1092
Fortis Capital Advisors
Kansas
$612K -$20.9K -395 -3%
AFS
1093
AFG Fiduciary Services
Massachusetts
$608K +$16.9K +319 +3%
MWAM
1094
Manhattan West Asset Management
California
$607K -$58K -1,095 -9%
QCG
1095
Quadrant Capital Group
Ohio
$606K – – –
BFO
1096
Biltmore Family Office
North Carolina
$605K – – –
EWM
1097
Elevatus Welath Management
New York
$604K +$1.96K +37 +0.3%
KF
1098
KKM Financial
Illinois
$604K +$89.3K +1,685 +18%
JHCP
1099
Jackson Hole Capital Partners
Oklahoma
$604K +$5.3K +100 +0.9%
TWA
1100
Talisman Wealth Advisors
New Jersey
$603K -$9.11K -172 -2%
42 43
44
45 46