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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
1301
Capital Asset Advisory Services
Michigan
$188K -$302K -7,692 -62%
KFI
1302
Key Financial Inc
Pennsylvania
$188K +$64.7K +1,646 +52%
AW
1303
Alaethes Wealth
Nevada
$185K +$15.1K +385 +9%
CWS
1304
Confluence Wealth Services
Pennsylvania
$183K +$185K +4,702 New
AIM
1305
Anchor Investment Management
South Carolina
$181K +$25.4K +645 +16%
WFO
1306
Wealthgate Family Office
Colorado
$180K -$7.43K -189 -4%
ACM
1307
AUA Capital Management
Pennsylvania
$179K – – –
TFS
1308
TrustCore Financial Services
Tennessee
$178K -$12.5K -318 -7%
RI
1309
Rinkey Investments
California
$172K +$164K +4,167 New
AIM
1310
AHL Investment Management
Florida
$172K +$173K +4,400 New
PWMG
1311
Prestige Wealth Management Group
New Jersey
$171K -$17.2K -438 -9%
FCA
1312
FinTrust Capital Advisors
South Carolina
$169K +$29.5K +750 +21%
GCM
1313
Gables Capital Management
Florida
$168K – – –
NF
1314
Norwood Financial
Pennsylvania
$160K +$161K +4,105 New
AA
1315
AlphaCentric Advisors
Puerto Rico
$149K -$35.1K -894 -19%
BG
1316
Bollard Group
Massachusetts
$148K +$550 +14 +0.4%
WOC
1317
West Oak Capital
California
$147K – – –
DI
1318
Disciplined Investments
Oklahoma
$145K – – –
WWMSC
1319
Wagner Wealth Management (South Carolina)
South Carolina
$143K +$197 +5 +0.1%
FEG
1320
Financial Enhancement Group
Indiana
$140K – – –
HFM
1321
Hartford Financial Management
Connecticut
$136K – – –
MTIC
1322
Missouri Trust & Investment Company
Missouri
$134K +$135K +3,440 New
AIP
1323
Ahrens Investment Partners
Louisiana
$133K +$134K +3,404 New
CB
1324
Community Bank
New York
$128K – – –
FF
1325
FourThought Financial
Florida
$121K -$45.8K -1,164 -27%
51 52
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