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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1201
BlueSky Wealth Advisors
North Carolina
$218K -$152K -4,396 -43%
SIAG
1202
Safeguard Investment Advisory Group
California
$217K +$200K +5,784 New
AGP
1203
Autumn Glory Partners
Texas
$216K +$200K +5,783 New
1WA
1204
180 Wealth Advisors
Washington
$215K +$197K +5,699 New
HCM
1205
Horrell Capital Management
Arkansas
$214K – – –
RWM
1206
Revisor Wealth Management
Ohio
$214K +$197K +5,689 New
TCM
1207
Towercrest Capital Management
Pennsylvania
$213K +$196K +5,670 New
EBSAM
1208
Eubel Brady & Suttman Asset Management
Ohio
$213K +$196K +5,665 New
SWM
1209
SilverOak Wealth Management
Minnesota
$213K +$196K +5,660 New
CWM
1210
Cedar Wealth Management
California
$213K -$118K -3,397 -38%
WA
1211
Wealth Architects
California
$213K +$196K +5,655 New
FIBT
1212
First International Bank & Trust
North Dakota
$212K +$196K +5,649 New
WAAG
1213
Wealth Alliance Advisory Group
Kansas
$212K +$195K +5,642 New
CAM
1214
Claret Asset Management
Quebec, Canada
$212K +$195K +5,640 New
NP
1215
NorthRock Partners
Minnesota
$211K +$194K +5,612 New
TCM
1216
Triumph Capital Management
Colorado
$208K -$494K -14,272 -72%
CP
1217
Canopy Partners
Ohio
$208K +$192K +5,540 New
CL
1218
Choreo LLC
Illinois
$208K +$192K +5,538 New
PCM
1219
Parsons Capital Management
Rhode Island
$206K -$40K -1,156 -17%
SAM
1220
Silvercrest Asset Management
New York
$206K -$9.62M -277,911 -98%
HA
1221
Heartland Advisors
Wisconsin
$206K +$189K +5,473 New
FWTB
1222
First Western Trust Bank
Colorado
$206K +$189K +5,471 New
PNAA
1223
Pictet North America Advisors
Switzerland
$206K +$189K +5,467 New
RIS
1224
Retirement Income Solutions
Michigan
$204K +$188K +5,437 New
CIA
1225
Cape Investment Advisory
Georgia
$204K +$4.15K +120 +2%
47 48
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50 51