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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
1101
L & S Advisors
California
$603K – – –
CCM
1102
Coldstream Capital Management
Washington
$601K -$12.1K -229 -2%
BDAM
1103
Blue Door Asset Management
Connecticut
$598K +$588K +11,100 New
TI
1104
tru Independence
Oregon
$595K -$45.2K -853 -7%
ASBI
1105
American State Bank (Iowa)
Iowa
$592K – – –
OAS
1106
Optivise Advisory Services
Tennessee
$591K +$116K +2,182 +25%
ACP
1107
Aviance Capital Partners
Florida
$590K +$98.1K +1,852 +20%
MWM
1108
MGB Wealth Management
Texas
$590K -$89.2K -1,684 -13%
HCP
1109
Hexagon Capital Partners
Arkansas
$589K – – –
CTB
1110
Country Trust Bank
Illinois
$584K -$3.34K -63 -0.6%
LSPW
1111
Lake Street Private Wealth
Illinois
$580K -$15.6K -295 -3%
RIA
1112
RPG Investment Advisory
California
$580K -$17.2K -325 -3%
CA
1113
Cornerstone Advisory
Maryland
$577K +$1.59K +30 +0.3%
GAM
1114
GEM Asset Management
Michigan
$571K -$104K -1,959 -16%
DI
1115
Disciplined Investors
Texas
$570K -$16.5K -312 -3%
YIA
1116
YHB Investment Advisors
Connecticut
$564K +$43.8K +826 +9%
BSA
1117
Braun Stacey Associates
New York
$562K -$46.8K -883 -8%
WAS
1118
Wealth Advisory Solutions
Indiana
$562K +$3.66K +69 +0.7%
GCA
1119
Greenwood Capital Associates
South Carolina
$561K -$54.4K -1,027 -9%
FB
1120
Finward Bancorp
Indiana
$561K -$90.3K -1,704 -14%
CWM
1121
Connecticut Wealth Management
Connecticut
$561K +$551K +10,406 New
BCV
1122
Banque Cantonale Vaudoise
Switzerland
$560K +$233K +4,397 +73%
PWMG
1123
Prestige Wealth Management Group
New Jersey
$559K -$4.56K -86 -0.8%
BAM
1124
Brave Asset Management
New Jersey
$559K – – –
SSWG
1125
Seven Springs Wealth Group
Tennessee
$553K – – –
43 44
45
46 47