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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1151
AHL Investment Management
Florida
$526K – – –
PCM
1152
Prelude Capital Management
New York
$526K +$497K +10,040 New
CPSAC
1153
Chas P. Smith & Associates (CPS)
Florida
$526K -$65.9K -1,332 -12%
DWP
1154
Daymark Wealth Partners
Ohio
$526K +$40.1K +811 +9%
CFP
1155
Cascade Financial Partners
California
$525K +$496K +10,029 New
AWM
1156
Ameliora Wealth Management
Switzerland
$524K – – –
DMC
1157
Drexel Morgan & Co
Pennsylvania
$524K – – –
LCS
1158
Levin Capital Strategies
New York
$524K – – –
BFC
1159
Bedel Financial Consulting
Indiana
$522K – – –
SVWAG
1160
Sound View Wealth Advisors Group
Georgia
$522K +$6.58K +133 +1%
LWM
1161
Lodestone Wealth Management
Washington
$518K +$990 +20 +0.2%
SI
1162
Severin Investments
Missouri
$518K +$11.6K +235 +2%
MC
1163
Mathes Company
New York
$513K -$44.5K -900 -8%
TWCA
1164
Two West Capital Advisors
Kansas
$512K -$91.4K -1,847 -16%
BCM
1165
Boreal Capital Management
Florida
$510K +$482K +9,740 New
AWA
1166
Amplius Wealth Advisors
Pennsylvania
$509K – – –
MCC
1167
Money Concepts Capital
Florida
$509K -$293K -5,910 -38%
DE
1168
Diversified Enterprises
Delaware
$509K +$3.17K +64 +0.7%
DWM
1169
Destination Wealth Management
California
$506K +$3.32K +67 +0.7%
EM
1170
ELCO Management
New York
$506K -$203K -4,100 -30%
BF
1171
BOK Financial
Oklahoma
$505K -$167K -3,368 -26%
YIA
1172
YHB Investment Advisors
Connecticut
$505K -$742 -15 -0.2%
RIS
1173
Richmond Investment Services
Wisconsin
$504K +$477K +9,628 New
TPW
1174
Tiller Private Wealth
Pennsylvania
$501K +$29.2K +590 +7%
GLA
1175
Great Lakes Advisors
Illinois
$500K -$9.65K -195 -2%
45 46
47
48 49