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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
EM
1101
ELCO Management
New York
$349K – – –
T
1102
TCWP
Ohio
$344K -$238K -6,083 -40%
LWM
1103
Liberty Wealth Management
California
$341K +$348K +8,903 New
FPW
1104
Flagship Private Wealth
Massachusetts
$340K -$39.3K -1,005 -10%
ACP
1105
Aviance Capital Partners
Florida
$338K +$10.9K +278 +3%
KPWG
1106
KFA Private Wealth Group
Virginia
$337K +$50.3K +1,287 +17%
BIG
1107
Boothe Investment Group
Delaware
$336K -$273K -6,986 -44%
MHS
1108
M Holdings Securities
Oregon
$336K +$343K +8,773 New
FCB
1109
First Command Bank
Texas
$334K -$12.9K -331 -4%
FCFS
1110
First Command Financial Services
Texas
$334K -$5.63K -144 -2%
HHGA
1111
Halbert Hargrove Global Advisors
California
$333K +$1.33K +34 +0.4%
RRA
1112
Round Rock Advisors
Connecticut
$332K +$47.8K +1,224 +16%
QC
1113
Quent Capital
New York
$332K +$239K +6,123 +242%
1WM
1114
1900 Wealth Management
Texas
$330K -$21.9K -560 -6%
CA
1115
Claro Advisors
Massachusetts
$328K – – –
SC
1116
SouthState Corp
Florida
$328K +$19.4K +496 +6%
RMAM
1117
Raab & Moskowitz Asset Management
New Jersey
$327K -$3.13K -80 -0.9%
PFM
1118
Parsec Financial Management
North Carolina
$327K – – –
EI
1119
Ellevest Inc
New York
$325K – – –
FM
1120
Freemont Management
Switzerland
$325K +$332K +8,487 New
RBFC
1121
Roman Butler Fullerton & Co
Missouri
$322K -$13.1K -336 -4%
E
1122
ETFidea
New York
$321K – – –
MIC
1123
Meridian Investment Counsel
California
$321K +$1.95K +50 +0.6%
VIM
1124
Vista Investment Management
Pennsylvania
$320K -$5.98K -153 -2%
CCM
1125
Carmel Capital Management
California
$320K – – –
43 44
45
46 47