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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1201
BDO Wealth Advisors
Florida
$215K -$67.6K -1,998 -24%
ACM
1202
Absolute Capital Management
Pennsylvania
$215K -$463K -13,700 -69%
LPIC
1203
LeJeune Puetz Investment Counsel
Michigan
$215K – – –
RIS
1204
Retirement Income Solutions
Michigan
$215K -$59.6K -1,761 -22%
BFA
1205
Beacon Financial Advisory
Ohio
$215K -$14.2K -419 -6%
EWM
1206
Edge Wealth Management
New York
$213K +$212K +6,276 New
AWM
1207
Arista Wealth Management
Nevada
$213K +$210K +6,215 New
SCG
1208
Sonata Capital Group
Washington
$212K -$35.5K -1,050 -14%
FTC
1209
Farmers Trust Company
Ohio
$211K +$209K +6,177 New
LNWWM
1210
Laird Norton Wetherby Wealth Management
California
$211K +$208K +6,162 New
1WA
1211
180 Wealth Advisors
Washington
$210K +$196K +5,799 New
BC
1212
Barrett & Company
Rhode Island
$210K – – –
KFA
1213
Kapstone Financial Advisors
Ohio
$209K +$193K +5,704 New
AMG
1214
Asset Management Group
Connecticut
$209K +$207K +6,110 New
MA
1215
MBA Advisors
Pennsylvania
$209K +$206K +6,097 New
CAM
1216
Cozad Asset Management
Illinois
$208K -$46.5K -1,375 -18%
LIG
1217
Lokken Investment Group
Delaware
$208K +$205K +6,073 New
WAG
1218
Winthrop Advisory Group
Massachusetts
$208K -$27.1K -801 -12%
WE
1219
Wealth Effects
Massachusetts
$207K +$205K +6,067 New
6F
1220
626 Financial
Michigan
$206K -$39K -1,154 -16%
MC
1221
Miramar Capital
Illinois
$205K – – –
BBPWM
1222
Blue Bell Private Wealth Management
Pennsylvania
$203K -$43.6K -1,290 -18%
WA
1223
Wealth Architects
California
$203K +$201K +5,939 New
SF
1224
Summit Financial
New Jersey
$202K -$400K -11,818 -67%
PIA
1225
Panoramic Investment Advisors
Colorado
$200K +$198K +5,854 New
47 48
49
50 51