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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1126
Eagle Wealth Advisors
Connecticut
$554K – – –
BPAMU
1127
BTG Pactual Asset Management US
New York
$552K +$86.8K +1,671 +19%
LWM
1128
Lodestone Wealth Management
Washington
$549K -$3.69K -71 -0.7%
SSWG
1129
Seven Springs Wealth Group
Tennessee
$547K – – –
CFC
1130
Coyle Financial Counsel
Illinois
$546K +$468 +9 +0.1%
EPW
1131
Endeavor Private Wealth
Kansas
$546K -$71.8K -1,382 -12%
JIR
1132
James Investment Research
Ohio
$546K -$208 -4 -0%
OAS
1133
Optivise Advisory Services
Tennessee
$545K +$20.2K +389 +4%
CSC
1134
Caldwell Sutter Capital
California
$545K – – –
APWA
1135
Atlas Private Wealth Advisors
New Jersey
$543K -$146K -2,801 -22%
WSCM
1136
Wellington Shields Capital Management
New York
$542K +$146K +2,814 +39%
RIM
1137
Redwood Investment Management
Arizona
$542K +$61.5K +1,184 +13%
JFG
1138
JMG Financial Group
Illinois
$539K – – –
FB
1139
Finward Bancorp
Indiana
$539K -$40K -770 -7%
CMI
1140
Clare Market Investments
Texas
$538K +$256K +4,918 +96%
SAMT
1141
Select Asset Management & Trust
Pennsylvania
$538K – – –
BSA
1142
Braun Stacey Associates
New York
$536K -$10.3K -198 -2%
AWM
1143
Ameliora Wealth Management
Switzerland
$536K – – –
DMC
1144
Drexel Morgan & Co
Pennsylvania
$536K – – –
CA
1145
Continuum Advisory
Idaho
$533K +$9.51K +183 +2%
BFC
1146
Bedel Financial Consulting
Indiana
$532K -$6.08K -117 -1%
TWP
1147
Tyche Wealth Partners
Texas
$530K +$7.38K +142 +1%
QFP
1148
Quantum Financial Partners
Kansas
$528K +$512K +9,853 New
CIA
1149
Choate Investment Advisors
Massachusetts
$526K – – –
CCM
1150
Condor Capital Management
New Jersey
$526K -$22.6K -435 -4%
44 45
46
47 48