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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIMP
1276
Zimmermann Investment Management & Planning
Pennsylvania
$253K +$2.23K +51 +0.9%
DWS
1277
Dynamic Wealth Strategies
California
$253K -$3.45K -79 -1%
EFG
1278
Ehrlich Financial Group
California
$252K -$17.6K -404 -7%
AFP
1279
Alpha Financial Partners
Kentucky
$252K +$242K +5,557 New
FPCP
1280
Fort Point Capital Partners
California
$251K +$242K +5,540 New
SAM
1281
SignalPoint Asset Management
Missouri
$250K +$87 +2 +0%
LIG
1282
Lokken Investment Group
Delaware
$249K -$23.9K -548 -9%
PNAA
1283
Pictet North America Advisors
Switzerland
$248K – – –
C
1284
Certuity
Florida
$246K -$218K -5,006 -48%
SC
1285
Sapient Capital
Indiana
$245K -$9.69K -222 -4%
WA
1286
Wealth Architects
California
$245K – – –
AIM
1287
Athena Investment Management
California
$245K – – –
WAAG
1288
Wealth Alliance Advisory Group
Kansas
$244K +$44 +1 +0%
CCA
1289
Clearwater Capital Advisors
Illinois
$244K +$3.14K +72 +1%
FH
1290
FWG Holdings
Florida
$244K – – –
TSW
1291
Thompson Siegel & Walmsley
Virginia
$244K +$235K +5,380 New
RRA
1292
Round Rock Advisors
Connecticut
$243K -$3.14K -72 -1%
CLA
1293
Carnegie Lake Advisors
New Jersey
$241K +$232K +5,316 New
FWA
1294
FSM Wealth Advisors
Ohio
$241K -$8.64K -198 -4%
DWM
1295
Dopkins Wealth Management
New York
$240K – – –
ACM
1296
Allred Capital Management
Texas
$240K +$567 +13 +0.2%
FTWA
1297
Fifth Third Wealth Advisors
Ohio
$239K +$230K +5,279 New
PPW
1298
Parcion Private Wealth
Washington
$238K -$71K -1,627 -24%
NCM
1299
Narwhal Capital Management
Georgia
$238K – – –
PWP
1300
Precedent Wealth Partners
Texas
$238K – – –
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