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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
AGM
1226
Alpine Global Management
New York
$237K -$3.58M -91,503 -94%
FTC
1227
Farmers Trust Company
Ohio
$237K – – –
MCWS
1228
McKinley Carter Wealth Services
West Virginia
$235K +$39 +1 +0%
LAS
1229
LWM Advisory Services
Florida
$234K -$33K -845 -12%
WSFS
1230
Wilmington Savings Fund Society
Delaware
$234K – – –
AW
1231
Avion Wealth
Texas
$233K – – –
AWC
1232
Adamsbrown Wealth Consultants
Kansas
$232K +$195 +5 +0.1%
AMG
1233
Asset Management Group
Connecticut
$232K +$508 +13 +0.2%
TWA
1234
TCI Wealth Advisors
Arizona
$231K -$13K -333 -5%
SW
1235
SlateStone Wealth
Florida
$231K – – –
MC
1236
Miramar Capital
Illinois
$230K – – –
CCG
1237
Chatham Capital Group
Georgia
$230K +$235K +6,000 New
FFBTD
1238
First Financial Bank - Trust Division
Ohio
$229K -$3.81M -97,503 -94%
BCM
1239
BTR Capital Management
California
$229K – – –
LWP
1240
Legacy Wealth Planning
Nevada
$229K +$234K +5,986 New
BZWA
1241
Blue Zone Wealth Advisors
California
$228K -$269K -6,877 -54%
WA
1242
Wealth Architects
California
$228K -$17.9K -458 -7%
CAM
1243
Claret Asset Management
Quebec, Canada
$228K – – –
LIG
1244
Lokken Investment Group
Delaware
$228K +$15.8K +403 +6%
TC
1245
Titleist Capital
Texas
$228K +$233K +5,953 New
PAG
1246
Paladin Advisory Group
Iowa
$226K +$232K +5,937 New
LW
1247
Libra Wealth
California
$225K – – –
G
1248
Gainplan
Michigan
$225K +$230K +5,873 New
APIM
1249
Agate Pass Investment Management
Washington
$224K +$391 +10 +0.2%
ATI
1250
Act Two Investors
California
$222K -$12.7K -326 -5%
48 49
50
51 52