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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
FWMM
1201
Foundation Wealth Management (Missouri)
Missouri
$248K +$249K +6,043 New
LIG
1202
Lokken Investment Group
Delaware
$248K +$41 +1 +0%
MWS
1203
Maxwell Wealth Strategies
California
$247K – – –
CWS
1204
Confluence Wealth Services
Pennsylvania
$247K +$247K +5,999 New
BW
1205
BIP Wealth
Georgia
$246K – – –
PHS
1206
Pekin Hardy Strauss
Illinois
$245K – – –
EFG
1207
Ehrlich Financial Group
California
$245K -$150K -3,641 -38%
AB
1208
Atlas Brown
Kentucky
$245K +$245K +5,958 New
LNWWM
1209
Laird Norton Wetherby Wealth Management
California
$244K – – –
WPW
1210
Warther Private Wealth
Ohio
$243K +$244K +5,921 New
HWA
1211
HCR Wealth Advisors
California
$241K +$35.1K +852 +17%
EWM
1212
Empirical Wealth Management
Washington
$239K +$240K +5,823 New
PFG
1213
Pinnacle Financial Group
Illinois
$239K -$19.4K -472 -8%
BWA
1214
BlueSky Wealth Advisors
North Carolina
$238K +$238K +5,793 New
PFSC
1215
Peoples Financial Services Corp
Pennsylvania
$237K – – –
MWM
1216
Marion Wealth Management
Pennsylvania
$237K – – –
1WA
1217
180 Wealth Advisors
Washington
$237K – – –
LWM
1218
Lakeridge Wealth Management
Ohio
$235K +$236K +5,725 New
PCFFS
1219
Pacific Center for Financial Services
California
$235K +$741 +18 +0.3%
CG
1220
Caprock Group
Idaho
$234K +$234K +5,696 New
HCM
1221
Horrell Capital Management
Arkansas
$234K – – –
PJSIMP
1222
P.J. Schmidt Investment Management (PJS)
Wisconsin
$234K +$234K +5,681 New
SFS
1223
Summit Financial Strategies
Ohio
$233K +$20.5K +497 +10%
WWM
1224
Whalen Wealth Management
Nevada
$233K -$22.4K -544 -9%
DWS
1225
Dynamic Wealth Strategies
California
$233K -$7.41K -180 -3%
47 48
49
50 51