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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
1151
FAS Wealth Partners
Kansas
$205K +$56.5K +1,509 +38%
PCMC
1152
Private Capital Management (Colorado)
Colorado
$205K +$204K +5,460 New
SAM
1153
Seelaus Asset Management
New Jersey
$204K +$203K +5,434 New
RIS
1154
Retirement Income Solutions
Michigan
$204K +$203K +5,437 New
GCA
1155
Gradient Capital Advisors
California
$204K +$204K +5,442 New
WA
1156
Winfield Associates
Ohio
$203K +$202K +5,400 New
FWM
1157
Fairhaven Wealth Management
Illinois
$203K +$203K +5,414 New
PA
1158
Procyon Advisors
Connecticut
$202K +$202K +5,395 New
LWMM
1159
Legacy Wealth Management (Mississippi)
Mississippi
$202K +$201K +5,380 New
RA
1160
RFG Advisory
Alabama
$200K -$16.7K -446 -8%
BWA
1161
BDO Wealth Advisors
Florida
$200K +$7.48K +200 +4%
FBB
1162
Fulton Breakefield Broenniman
Maryland
$200K +$199K +5,326 New
GT
1163
Glenview Trust
Kentucky
$200K +$200K +5,333 New
SMA
1164
Sage Mountain Advisors
Georgia
$199K -$61.2K -1,637 -24%
FNBOSM
1165
First National Bank of South Miami
Florida
$199K +$7.11K +190 +4%
KPCM
1166
Kings Point Capital Management
New York
$198K -$33.7K -900 -15%
APC
1167
Aspire Private Capital
North Carolina
$195K -$48K -1,282 -20%
PMFA
1168
Plante Moran Financial Advisors
Michigan
$192K -$16.2K -434 -8%
BU
1169
BBVA USA
Alabama
$191K – – –
OSAM
1170
O'Shaughnessy Asset Management
Connecticut
$188K -$7.15K -191 -4%
LC
1171
Lindbrook Capital
California
$188K – – –
BPGAM
1172
BTG Pactual Global Asset Management
Bermuda
$187K +$187K +4,995 New
TFS
1173
TrustCore Financial Services
Tennessee
$183K +$7.56K +202 +4%
PWMG
1174
Prestige Wealth Management Group
New Jersey
$181K -$43.4K -1,160 -19%
WFO
1175
Wealthgate Family Office
Colorado
$180K +$179K +4,789 New
45 46
47
48 49