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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
1126
Grassi Investment Management
California
$568K +$502 +10 +0.1%
UAG
1127
United Advisor Group
Ohio
$568K +$572K +11,399 New
LWAM
1128
Legacy Wealth Asset Management
Minnesota
$568K +$150 +3 +0%
WCP
1129
Wealthcare Capital Partners
Pennsylvania
$567K +$1.86K +37 +0.3%
MWM
1130
Modera Wealth Management
New Jersey
$566K -$56.6K -1,128 -9%
CPSAC
1131
Chas P. Smith & Associates (CPS)
Florida
$566K +$97.9K +1,952 +21%
PWM
1132
Pines Wealth Management
North Carolina
$563K +$57.9K +1,155 +10%
LSPW
1133
Lake Street Private Wealth
Illinois
$562K -$43K -858 -7%
LSA
1134
L & S Advisors
California
$561K -$803 -16 -0.1%
CTB
1135
Country Trust Bank
Illinois
$561K -$50.5K -1,007 -8%
BFO
1136
Biltmore Family Office
North Carolina
$559K – – –
FFG
1137
Fortem Financial Group
California
$558K -$1.3K -26 -0.2%
CLOS
1138
Compagnie Lombard Odier SCmA
Switzerland
$558K +$404K +8,060 +256%
EWM
1139
Elevatus Welath Management
New York
$557K – – –
TWPM
1140
Total Wealth Planning & Management
Florida
$556K -$157K -3,139 -22%
KFI
1141
Key Financial Inc
Pennsylvania
$556K +$903 +18 +0.2%
JHCP
1142
Jackson Hole Capital Partners
Oklahoma
$553K +$3.41K +68 +0.6%
KDA
1143
Kraft Davis & Associates
Missouri
$552K -$1.39M -27,626 -70%
ASBI
1144
American State Bank (Iowa)
Iowa
$547K – – –
IWA
1145
Icon Wealth Advisors
Texas
$546K +$180K +3,598 +49%
HCP
1146
Hexagon Capital Partners
Arkansas
$545K +$1.25K +25 +0.2%
CCA
1147
Childress Capital Advisors
Texas
$545K +$24.8K +495 +5%
HOWA
1148
Heritage Oak Wealth Advisors
Florida
$544K +$548K +10,928 New
HIM
1149
Hanlon Investment Management
New Jersey
$541K -$114K -2,267 -17%
SEP
1150
Southland Equity Partners
Missouri
$538K +$22.4K +446 +4%
44 45
46
47 48