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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
1276
Financial Gravity Asset Management
Texas
$38K +$1.01K +27 New
WCAMG
1277
Woodard & Company Asset Management Group
North Carolina
$38K +$37.4K +1,000 New
PO
1278
Private Ocean
California
$37K – – –
GI
1279
Gradient Investments
Minnesota
$36K -$6.25K -167 -15%
LAS
1280
Lloyd Advisory Services
Georgia
$34K -$2.21K -59 -6%
KIG
1281
Kowal Investment Group
Wisconsin
$34K +$33.5K +896 New
AC
1282
AlphaCore Capital
California
$34K +$34.2K +914 New
DWA
1283
Dougherty Wealth Advisers
Minnesota
$33K +$2.62K +70 +9%
FCMT
1284
Founders Capital Management (Texas)
Texas
$32K +$37 +1 +0.1%
CFFP
1285
Center for Financial Planning
Michigan
$32K +$5.24K +140 +20%
VRM
1286
Vectors Research Management
New York
$32K +$18.7K +500 +145%
AWM
1287
AllSquare Wealth Management
New York
$31K -$29.5K -788 -49%
M
1288
MOTCO
Texas
$31K – – –
GAM
1289
Gemmer Asset Management
California
$30K – – –
LDFR
1290
Lehman & Derafelo Financial Resources
Pennsylvania
$30K – – –
JAWM
1291
J. Arnold Wealth Management
Ohio
$29K +$18.7K +500 +180%
AWMS
1292
Advocacy Wealth Management Services
Georgia
$28K -$8.08K -216 -22%
PGAM
1293
Princeton Global Asset Management
New Jersey
$28K – – –
TCWA
1294
Ten Capital Wealth Advisors
Washington
$26K -$12.4M -331,630 -100%
TIM
1295
Tortoise Investment Management
New York
$26K – – –
BWP
1296
Baldwin Wealth Partners
Massachusetts
$26K +$1.87K +50 +8%
LFG
1297
Larson Financial Group
Missouri
$24K – – –
DAC
1298
Dividend Assets Capital
South Carolina
$23K – – –
CPC
1299
Consolidated Planning Corp
Georgia
$22K +$22.3K +596 New
FRA
1300
Front Row Advisors
California
$21K – – –
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