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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1201
Strategic Advisors
New York
$472K -$7.79K -147 -2%
MG
1202
Marex Group
$472K -$24.4K -460 -5%
BCM
1203
Barometer Capital Management
Ontario, Canada
$471K +$47.7K +900 +11%
CAI
1204
Capital Advisors Inc
Oklahoma
$468K – – –
MSFS
1205
Main Street Financial Solutions
Pennsylvania
$466K +$118K +2,233 +35%
DC
1206
Destiny Capital
Colorado
$464K – – –
ATFA
1207
All Terrain Financial Advisors
Minnesota
$464K -$11.7K -221 -3%
RIL
1208
Rothschild Investment LLC
Illinois
$462K +$31.2K +589 +7%
JFG
1209
JMG Financial Group
Illinois
$461K – – –
JFGIW
1210
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$461K +$4.19K +79 +0.9%
AIP
1211
Ameritas Investment Partners
Nebraska
$461K +$354K +6,675 +356%
CNFG
1212
Creegan & Nassoura Financial Group
New Hampshire
$458K – – –
HWA
1213
HCR Wealth Advisors
California
$456K +$17.3K +327 +4%
BPAMU
1214
BTG Pactual Asset Management US
New York
$456K -$11M -207,179 -96%
MFG
1215
Mosaic Financial Group
Illinois
$454K +$848 +16 +0.2%
OWMIAS
1216
One Wealth Management Investment & Advisory Services
Florida
$454K – – –
MSCM
1217
McElhenny Sheffield Capital Management
Texas
$453K -$5.03K -95 -1%
SIMG
1218
Sonora Investment Management Group
Arizona
$451K – – –
UAG
1219
United Advisor Group
Ohio
$451K +$38.1K +719 +9%
SYBT
1220
Stock Yards Bank & Trust
Kentucky
$450K +$23.9K +452 +6%
LNWWM
1221
Laird Norton Wetherby Wealth Management
California
$449K +$120K +2,256 +37%
WC
1222
Whitney & Co
New York
$449K – – –
GCM
1223
Gallacher Capital Management
Colorado
$448K +$106 +2 +0%
HWA
1224
HMV Wealth Advisors
Louisiana
$448K – – –
PA
1225
Procyon Advisors
Connecticut
$446K -$124K -2,332 -22%
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49
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