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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
1101
Loudon Investment Management
New Hampshire
$318K – – –
PP
1102
Patron Partners
Texas
$318K +$288 +7 +0.1%
NS
1103
NBC Securities
Alabama
$316K +$3.79K +92 +1%
JSW
1104
Journey Strategic Wealth
New Jersey
$315K +$315K +7,664 New
GI
1105
Gradient Investments
Minnesota
$314K -$19.8K -480 -6%
MCA
1106
MSH Capital Advisors
Arizona
$314K -$27.7K -674 -8%
GCM
1107
Gallacher Capital Management
Colorado
$314K +$412 +10 +0.1%
LF
1108
LifeSteps Financial
California
$313K -$5.18K -126 -2%
BCM
1109
Bourgeon Capital Management
Connecticut
$313K -$335K -8,140 -52%
BIM
1110
Baldwin Investment Management
Pennsylvania
$313K -$11.5K -280 -4%
STA
1111
Summit Trail Advisors
New York
$312K +$313K +7,600 New
ML
1112
McAdam LLC
Pennsylvania
$312K +$313K +7,599 New
AUB
1113
Atlantic Union Bankshares
Virginia
$312K – – –
IAS
1114
Investment Advisory Services
Texas
$311K -$19.6K -477 -6%
SCTC
1115
Sanibel Captiva Trust Company
Florida
$311K +$4.4K +107 +1%
FFBTD
1116
First Financial Bank - Trust Division
Ohio
$311K +$36.7K +891 +13%
FCM
1117
Firestone Capital Management
Florida
$307K +$32.4K +787 +12%
VIM
1118
Vista Investment Management
Pennsylvania
$307K -$10.7K -260 -3%
WIA
1119
Wetzel Investment Advisors
Indiana
$306K +$2.72K +66 +0.9%
TWP
1120
Tyche Wealth Partners
Texas
$304K +$305K +7,403 New
PA
1121
Perennial Advisors
New York
$304K – – –
MWM
1122
Mosley Wealth Management
California
$304K +$304K +7,398 New
GSEP
1123
Golden State Equity Partners
California
$303K +$304K +7,376 New
LWM
1124
Liberty Wealth Management
California
$303K +$247 +6 +0.1%
FUBT
1125
First United Bank & Trust
Maryland
$302K -$3.09K -75 -1%
43 44
45
46 47