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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1126
Aspen Investment Management
Michigan
$301K – – –
LWM
1127
LongView Wealth Management
Georgia
$301K +$165 +4 +0.1%
SIGI
1128
Susquehanna International Group (Ireland)
Ireland
$300K -$818K -19,873 -73%
LFASL
1129
Lugano Financial Advisors SA (LFA)
Switzerland
$300K – – –
MIC
1130
Meridian Investment Counsel
California
$299K – – –
BW
1131
Bison Wealth
Georgia
$299K – – –
BFG
1132
Bouchey Financial Group
New York
$299K +$20.8K +505 +7%
EE
1133
EWG Elevate
California
$295K +$296K +7,183 New
SEP
1134
Southland Equity Partners
Missouri
$295K – – –
CAM
1135
Carret Asset Management
New York
$295K -$1.24K -30 -0.4%
BTI
1136
Blue Trust Inc
Georgia
$294K – – –
AA
1137
Ancora Advisors
Ohio
$294K -$29K -704 -9%
CFS
1138
CRA Financial Services
New Jersey
$293K -$29.3K -712 -9%
AI
1139
Accredited Investors
Minnesota
$290K – – –
PCM
1140
Parsons Capital Management
Rhode Island
$289K -$12.5K -304 -4%
SB
1141
Strategic Blueprint
Georgia
$287K +$287K +6,975 New
VF
1142
Virtu Financial
New York
$286K -$9.61M -233,478 -97%
BDF
1143
Black Diamond Financial
Maryland
$285K – – –
AWMT
1144
AAFMAA Wealth Management & Trust
North Carolina
$284K +$285K +6,916 New
RFA
1145
Register Financial Advisors
Georgia
$284K -$17.1K -415 -6%
AW
1146
Avion Wealth
Texas
$284K +$29.1K +707 +11%
WE
1147
Wealth Effects
Massachusetts
$284K -$77.1K -1,874 -21%
PPW
1148
Parcion Private Wealth
Washington
$283K +$283K +6,887 New
TSMHT
1149
Thurston Springer Miller Herd & Titak
Indiana
$282K +$282K +6,852 New
PCM
1150
Pointe Capital Management
Michigan
$281K +$123 +3 +0%
44 45
46
47 48