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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
1101
Lake Street Private Wealth
Illinois
$521K -$11.7K -225 -2%
VPP
1102
Vertex Planning Partners
Illinois
$515K +$299K +5,746 +122%
BAM
1103
Brave Asset Management
New Jersey
$512K – – –
FFG
1104
Fortem Financial Group
California
$512K -$43.9K -842 -8%
WAS
1105
Wealth Advisory Solutions
Indiana
$511K +$4.01K +77 +0.7%
DWM
1106
Destination Wealth Management
California
$510K +$26.4K +506 +5%
EWA
1107
Eagle Wealth Advisors
Connecticut
$510K – – –
GIA
1108
Guyasuta Investment Advisors
Pennsylvania
$510K +$24.6K +472 +5%
LWM
1109
Lodestone Wealth Management
Washington
$509K +$1.98K +38 +0.4%
SAI
1110
Savvy Advisors Inc
New York
$506K +$113K +2,169 +27%
CCM
1111
Condor Capital Management
New Jersey
$506K -$43.7K -839 -8%
SSWG
1112
Seven Springs Wealth Group
Tennessee
$504K – – –
BSA
1113
Braun Stacey Associates
New York
$504K -$11.1K -213 -2%
JIR
1114
James Investment Research
Ohio
$503K -$67.5K -1,295 -11%
CFC
1115
Coyle Financial Counsel
Illinois
$503K +$1.09K +21 +0.2%
CSC
1116
Caldwell Sutter Capital
California
$501K – – –
RIS
1117
Retirement Income Solutions
Michigan
$497K – – –
JFG
1118
JMG Financial Group
Illinois
$496K +$78.2K +1,500 +18%
DE
1119
Diversified Enterprises
Delaware
$496K +$4.79K +92 +0.9%
PWMAG
1120
Pinnacle Wealth Management Advisory Group
New Jersey
$496K -$12.5K -239 -2%
DAS
1121
Daybright Advisory Services
Florida
$496K -$64.7K -1,241 -11%
GFA
1122
Gallagher Fiduciary Advisors
Illinois
$496K +$209K +4,011 +67%
BFC
1123
Bedel Financial Consulting
Indiana
$496K -$1.98K -38 -0.4%
SAMT
1124
Select Asset Management & Trust
Pennsylvania
$495K – – –
AWM
1125
Ameliora Wealth Management
Switzerland
$494K – – –
43 44
45
46 47