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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1126
Claret Asset Management
Quebec, Canada
$225K -$13K -348 -5%
MC
1127
Miramar Capital
Illinois
$225K – – –
SCG
1128
Sonata Capital Group
Washington
$223K +$223K +5,950 New
CNBTD
1129
Citizens National Bank Trust Department
Mississippi
$223K +$223K +5,954 New
CA
1130
Claro Advisors
Massachusetts
$222K +$221K +5,903 New
CAG
1131
Crestwood Advisors Group
Massachusetts
$221K – – –
PGWM
1132
Parisi Gray Wealth Management
New Jersey
$221K +$96.9K +2,589 +81%
GIA
1133
Guyasuta Investment Advisors
Pennsylvania
$220K -$23.7K -633 -10%
CTFG
1134
Capstone Triton Financial Group
Oklahoma
$219K -$5.87K -157 -3%
TSWM
1135
Triangle Securities Wealth Management
North Carolina
$219K – – –
CAGAS
1136
Capital Advisory Group Advisory Services
Minnesota
$217K +$43K +1,150 +25%
EBSAM
1137
Eubel Brady & Suttman Asset Management
Ohio
$213K – – –
EWM
1138
Edge Wealth Management
New York
$212K +$449 +12 +0.2%
CL
1139
Choreo LLC
Illinois
$212K +$211K +5,648 New
WWM
1140
Windsor Wealth Management
Indiana
$211K +$207K +5,529 New
SC
1141
Soundwatch Capital
Connecticut
$211K +$210K +5,611 New
AC
1142
Alley Company
Illinois
$209K +$337 +9 +0.2%
IA
1143
Insight Advisors
Pennsylvania
$209K +$196K +5,227 New
RIM
1144
Rockbridge Investment Management
New York
$207K – – –
BHTS
1145
Bar Harbor Trust Services
Maine
$206K – – –
AA
1146
Ancora Advisors
Ohio
$206K +$17.5K +468 +9%
SIA
1147
Soltis Investment Advisors
Utah
$206K +$205K +5,487 New
OCM
1148
Orleans Capital Management
Louisiana
$206K +$206K +5,500 New
PG
1149
Patten Group
Tennessee
$205K -$4.38K -117 -2%
NCM
1150
Narwhal Capital Management
Georgia
$205K – – –
44 45
46
47 48