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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1076
Embree Financial Group
Illinois
$666K +$22.5K +423 +4%
ECM
1077
Elgethun Capital Management
South Dakota
$666K – – –
CA
1078
COFG Advisors
Illinois
$665K +$647K +12,140 New
WCP
1079
Wealthcare Capital Partners
Pennsylvania
$659K +$8.69K +163 +1%
PIA
1080
Panoramic Investment Advisors
Colorado
$658K +$32.2K +605 +5%
ONST
1081
Old North State Trust
North Carolina
$657K – – –
HNB
1082
Hilltop National Bank
Wyoming
$656K +$5.33K +100 +0.8%
NPT
1083
National Philanthropic Trust
Pennsylvania
$656K +$638K +11,976 New
FWSM
1084
First Wilshire Securities Management
California
$655K – – –
FCA
1085
Fortis Capital Advisors
Kansas
$653K +$30.7K +577 +5%
CWS
1086
Cypress Wealth Services
California
$651K +$634K +11,892 New
WCM
1087
WealthBridge Capital Management
Ohio
$651K -$59.1K -1,109 -9%
BA
1088
Brightwater Advisory
Florida
$650K -$906 -17 -0.1%
HPWM
1089
High Point Wealth Management
New Jersey
$647K +$630K +11,817 New
KA
1090
KLCM Advisors
Wisconsin
$645K +$628K +11,781 New
TWCA
1091
Two West Capital Advisors
Kansas
$644K +$74K +1,389 +13%
FIM
1092
Freedom Investment Management
Connecticut
$643K -$806K -15,122 -56%
CFG
1093
Carr Financial Group
Massachusetts
$641K -$4.9K -92 -0.8%
USWIA
1094
UP Strategic Wealth Investment Advisors
Pennsylvania
$641K – – –
S
1095
SignatureFD
Georgia
$639K -$19.1K -359 -3%
ACG
1096
Allen Capital Group
Nebraska
$638K -$24.2K -454 -4%
UB
1097
UMB Bank
Missouri
$637K +$215K +4,037 +53%
FLP
1098
Financial Life Planners
Arizona
$636K -$1.97K -37 -0.3%
SL
1099
SWMG LLC
Texas
$636K -$92.8K -1,742 -13%
JIR
1100
James Investment Research
Ohio
$629K -$19K -356 -3%
42 43
44
45 46