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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1101
Liberty Wealth Management
California
$233K -$50.9K -1,474 -17%
GWANC
1102
Guardian Wealth Advisors (North Carolina)
North Carolina
$233K -$29.3K -849 -10%
AIIMS
1103
Analyst IMS Investment Management Services
Israel
$232K -$124K -3,585 -33%
AMIM
1104
Aull & Monroe Investment Management
Alabama
$232K – – –
CAIMH
1105
Central Asset Investments & Management Holdings
Hong Kong
$231K -$1.32M -38,200 -84%
AA
1106
Aire Advisors
California
$231K +$17.5K +505 +7%
IC
1107
IEQ Capital
California
$231K +$253K +7,332 New
BWCS
1108
Beirne Wealth Consulting Services
Connecticut
$231K +$254K +7,344 New
MCA
1109
MSH Capital Advisors
Arizona
$230K +$8.29K +240 +3%
CWG
1110
Crown Wealth Group
North Carolina
$230K -$240K -6,958 -49%
SFWC
1111
Strategic Family Wealth Counselors
New Jersey
$230K +$207 +6 +0.1%
TFF
1112
The Family Firm
Maryland
$230K +$9.57K +277 +4%
SC
1113
SouthState Corp
Florida
$229K -$44.1K -1,275 -15%
WA
1114
Wambolt & Associates
Colorado
$229K +$104 +3 +0%
ECM
1115
Elgethun Capital Management
South Dakota
$229K +$1.24K +36 +0.5%
VAS
1116
Valicenti Advisory Services
New York
$228K -$2.26M -65,345 -90%
RMAM
1117
Raab & Moskowitz Asset Management
New Jersey
$228K -$44.3K -1,283 -15%
APWM
1118
Atlas Private Wealth Management
New York
$227K – – –
CFCI
1119
Comprehensive Financial Consultants Institutional
Indiana
$227K – – –
AA
1120
Ancora Advisors
Ohio
$226K -$3.8K -110 -2%
6F
1121
626 Financial
Michigan
$226K +$380 +11 +0.2%
DP
1122
Dearborn Partners
Illinois
$226K +$9.75K +282 +4%
LJAC
1123
L.J. Altfest & Co
New York
$225K +$726 +21 +0.3%
FBA
1124
Front Barnett Associates
Illinois
$224K – – –
OFS
1125
Oldfather Financial Services
Nebraska
$223K +$311 +9 +0.1%
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