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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1201
Strategic Asset Management
Minnesota
$40K – – –
DAC
1202
Dividend Assets Capital
South Carolina
$38K – – –
PCFFS
1203
Pacific Center for Financial Services
California
$38K – – –
ADL
1204
Asset Dedication LLC
California
$37K – – –
CSPAM
1205
Cary Street Partners Asset Management
Virginia
$37K +$40.1K +1,212 New
AIM
1206
Axiom Investment Management
New York
$37K +$40.7K +1,231 New
FFA
1207
Fairfield Financial Advisors
Massachusetts
$36.7K +$1.52K +46 +4%
BONH
1208
Bank of New Hampshire
New Hampshire
$36K – – –
JWM
1209
Janiczek Wealth Management
Colorado
$36K +$1.88K +57 +5%
BA
1210
Ballast Advisors
Minnesota
$35K -$2.35K -71 -6%
WB
1211
West Bancorporation
Iowa
$35K – – –
SPWG
1212
Sage Private Wealth Group
Illinois
$35K +$198 +6 +0.5%
SWA
1213
Sutton Wealth Advisors
Florida
$33.7K – – –
SMFG
1214
Sumitomo Mitsui Financial Group
Japan
$33K -$27.1K -820 -43%
C
1215
Covestor
United Kingdom
$33K -$364 -11 -1%
AFG
1216
Albion Financial Group
Utah
$31K – – –
BAM
1217
Bellevue Asset Management
Washington
$31K – – –
BC
1218
Belmont Capital
California
$30K -$90.7K -2,743 -73%
FCT
1219
First Community Trust
Iowa
$30K – – –
PO
1220
Private Ocean
California
$30K – – –
WAM
1221
WFA Asset Management
Wisconsin
$29.5K +$165 +5 +0.5%
TWP
1222
TFO Wealth Partners
Ohio
$29K -$78.4K -2,371 -72%
SFCL
1223
Strengthening Families & Communities LLC
Massachusetts
$29K -$11.4K -345 -26%
LFG
1224
Larson Financial Group
Missouri
$29K -$7.27K -220 -19%
AC
1225
AlphaCore Capital
California
$28K -$10.6K -322 -26%
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