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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1101
WMS Partners
Maryland
$554K – – –
LWM
1102
Lionshead Wealth Management
New York
$553K +$554K +11,448 New
PWM
1103
Pines Wealth Management
North Carolina
$552K +$564K +11,665 New
HPC
1104
HM Payson & Co
Maine
$552K – – –
AWA
1105
Arete Wealth Advisors
Illinois
$551K +$67.1K +1,387 +14%
LWAM
1106
Legacy Wealth Asset Management
Minnesota
$551K -$9.57K -198 -2%
GIM
1107
Grassi Investment Management
California
$550K -$16.1K -334 -3%
BAM
1108
Brave Asset Management
New Jersey
$550K +$48.5K +1,004 +10%
WCP
1109
Wealthcare Capital Partners
Pennsylvania
$548K +$549K +11,347 New
LSA
1110
L & S Advisors
California
$545K -$1.11K -23 -0.2%
PPP
1111
Private Portfolio Partners
New Jersey
$545K -$43.1K -891 -7%
AIM
1112
AHL Investment Management
Florida
$543K – – –
FFG
1113
Fortem Financial Group
California
$543K +$248K +5,126 +84%
BFO
1114
Biltmore Family Office
North Carolina
$543K – – –
EWM
1115
Elevatus Welath Management
New York
$540K – – –
RIA
1116
RPG Investment Advisory
California
$538K -$4.83K -100 -0.9%
KFI
1117
Key Financial Inc
Pennsylvania
$538K +$1.11K +23 +0.2%
BA
1118
Bristlecone Advisors
Washington
$537K – – –
JHCP
1119
Jackson Hole Capital Partners
Oklahoma
$533K +$48 +1 +0%
ACG
1120
Allen Capital Group
Nebraska
$531K +$1.01K +21 +0.2%
BIP
1121
Blueprint Investment Partners
North Carolina
$531K +$531K +10,985 New
ASBI
1122
American State Bank (Iowa)
Iowa
$531K -$435 -9 -0.1%
HCP
1123
Hexagon Capital Partners
Arkansas
$528K +$18.8K +388 +4%
WAS
1124
Wealth Advisory Solutions
Indiana
$527K -$10.8K -223 -2%
WE
1125
Wealth Effects
Massachusetts
$527K +$111K +2,305 +27%
43 44
45
46 47