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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
SAMT
1176
Select Asset Management & Trust
Pennsylvania
$500K – – –
NI
1177
NCP Inc
California
$499K +$251 +5 +0%
AWM
1178
Ameliora Wealth Management
Switzerland
$498K – – –
DMC
1179
Drexel Morgan & Co
Pennsylvania
$498K – – –
LCS
1180
Levin Capital Strategies
New York
$498K – – –
WA
1181
Wealth Architects
California
$494K +$11.5K +229 +2%
LWM
1182
Lodestone Wealth Management
Washington
$492K +$10K +200 +2%
MMA
1183
Miracle Mile Advisors
California
$492K -$1.51M -30,068 -75%
BFC
1184
Bedel Financial Consulting
Indiana
$490K – – –
SVWAG
1185
Sound View Wealth Advisors Group
Georgia
$490K – – –
MMPW
1186
Mitchell McLeod Pugh & Williams
Alabama
$488K +$491K +9,788 New
AFS
1187
AFG Fiduciary Services
Massachusetts
$487K +$118K +2,355 +30%
MCA
1188
MSH Capital Advisors
Arizona
$487K +$149K +2,978 +44%
GLA
1189
Great Lakes Advisors
Illinois
$486K -$4.44M -88,523 -90%
AWA
1190
Amplius Wealth Advisors
Pennsylvania
$484K – – –
BA
1191
Bluesphere Advisors
Pennsylvania
$484K +$226K +4,511 +87%
UB
1192
UMB Bank
Missouri
$482K -$199K -3,970 -29%
SI
1193
Severin Investments
Missouri
$481K -$40.4K -806 -8%
YIA
1194
YHB Investment Advisors
Connecticut
$481K -$52.6K -1,048 -10%
DE
1195
Diversified Enterprises
Delaware
$480K +$4.26K +85 +0.9%
AWM
1196
Alterna Wealth Management
Texas
$479K +$12.8K +256 +3%
DWM
1197
Destination Wealth Management
California
$478K -$23.7K -472 -5%
KF
1198
KKM Financial
Illinois
$475K -$2.01K -40 -0.4%
MIA
1199
Milestone Investment Advisors
Wisconsin
$473K – – –
BMWM
1200
Brown Miller Wealth Management
Virginia
$471K +$474K +9,458 New
46 47
48
49 50