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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
1101
Key Financial Inc
Pennsylvania
$628K -$18.1K -340 -3%
TWPM
1102
Total Wealth Planning & Management
Florida
$626K +$609K +11,427 New
AFS
1103
AFG Fiduciary Services
Massachusetts
$625K – – –
CWM
1104
Connecticut Wealth Management
Connecticut
$625K +$53.3K +1,000 +10%
CW
1105
CrossGen Wealth
North Carolina
$625K +$608K +11,404 New
EAN
1106
Excelsior Advisor Network
Colorado
$623K +$606K +11,382 New
CPIG
1107
Chicago Partners Investment Group
Illinois
$622K -$5.22K -98 -0.8%
CA
1108
Cornerstone Advisory
Maryland
$620K +$32.6K +611 +6%
DAS
1109
Daybright Advisory Services
Florida
$618K +$601K +11,286 New
EWM
1110
Elevatus Welath Management
New York
$617K +$2.08K +39 +0.3%
QCG
1111
Quadrant Capital Group
Ohio
$616K – – –
CNWM
1112
Clay Northam Wealth Management
California
$615K -$6.66K -125 -1%
KF
1113
KKM Financial
Illinois
$614K – – –
JHCP
1114
Jackson Hole Capital Partners
Oklahoma
$614K +$53 +1 +0%
FFG
1115
Fortem Financial Group
California
$614K +$89.8K +1,686 +18%
LWAM
1116
Legacy Wealth Asset Management
Minnesota
$613K -$10.7K -200 -2%
NG
1117
Novem Group
New York
$613K +$63.8K +1,198 +12%
CWM
1118
Collaborative Wealth Management
Florida
$611K -$126K -2,363 -17%
AG
1119
AmeriFlex Group
Nevada
$611K -$299K -5,610 -33%
LC
1120
Lavelle Capital
California
$610K +$593K +11,133 New
ASBI
1121
American State Bank (Iowa)
Iowa
$609K +$7.03K +132 +1%
CTB
1122
Country Trust Bank
Illinois
$609K +$14.9K +279 +3%
CCM
1123
Condor Capital Management
New Jersey
$607K -$30.1K -564 -5%
GAA
1124
Global Assets Advisory
Florida
$605K -$26.4K -496 -4%
MWM
1125
MGB Wealth Management
Texas
$601K +$1.01K +19 +0.2%
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