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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1251
Herold Advisors
New York
$422K +$14.9K +298 +4%
OWMIAS
1252
One Wealth Management Investment & Advisory Services
Florida
$419K – – –
LSA
1253
Lion Street Advisors
Texas
$419K +$50.2K +1,000 +14%
MFG
1254
Mosaic Financial Group
Illinois
$418K – – –
AA
1255
Acorns Advisers
California
$418K +$123K +2,450 +41%
FAM
1256
Formidable Asset Management
Ohio
$416K -$11.5K -230 -3%
SFWC
1257
Strategic Family Wealth Counselors
New Jersey
$416K +$853 +17 +0.2%
HWA
1258
HMV Wealth Advisors
Louisiana
$414K – – –
SPWM
1259
Spartan Planning & Wealth Management
North Carolina
$413K -$117K -2,342 -22%
WC
1260
Whitney & Co
New York
$413K – – –
GCM
1261
Gallacher Capital Management
Colorado
$412K +$24.3K +485 +6%
MF
1262
Meridian Financial
Massachusetts
$411K +$23.8K +475 +6%
LJAC
1263
L.J. Altfest & Co
New York
$410K -$3.64M -72,547 -90%
PCMF
1264
Private Capital Management (Florida)
Florida
$409K -$30.8K -614 -7%
LEA
1265
Legacy Edge Advisors
New York
$407K -$15.1K -301 -4%
SCA
1266
Sage Capital Advisors
South Dakota
$404K +$4.26K +85 +1%
FTWA
1267
Fifth Third Wealth Advisors
Ohio
$404K +$36.7K +731 +10%
CPIG
1268
Chicago Partners Investment Group
Illinois
$404K +$2.46K +49 +0.6%
EE
1269
EWG Elevate
California
$402K -$647K -12,892 -61%
TAM
1270
Titleist Asset Management
Texas
$402K -$63.7K -1,269 -14%
FHC
1271
First Heartland Consultants
Missouri
$402K -$9.03K -180 -2%
SIA
1272
SeaBridge Investment Advisors
New Jersey
$401K – – –
MCM
1273
Manchester Capital Management
Vermont
$400K – – –
CCAM
1274
Cascades Capital Asset Management
North Carolina
$400K +$403K +8,025 New
HPM
1275
Hudson Portfolio Management
New York
$399K +$145K +2,885 +56%
49 50
51
52 53