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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1301
Evermay Wealth Management
Virginia
$25K +$27.3K +790 New
LDFR
1302
Lehman & Derafelo Financial Resources
Pennsylvania
$25K +$27.6K +800 New
RDIA
1303
RE Dickinson Investment Advisors
Iowa
$24K -$37.7K -1,092 -58%
AWMS
1304
Advocacy Wealth Management Services
Georgia
$24K – – –
CICI
1305
Capital Investment Counsel Inc
North Carolina
$24K – – –
CWA
1306
Clearview Wealth Advisors
Oregon
$23K +$138 +4 +0.6%
CFFP
1307
Center for Financial Planning
Michigan
$22K – – –
TIM
1308
Tortoise Investment Management
New York
$22K – – –
APC
1309
Aspire Private Capital
North Carolina
$21K -$35.1K -1,017 -61%
AIA
1310
Armor Investment Advisors
North Carolina
$21K – – –
FSWA
1311
Financial Synergies Wealth Advisors
Texas
$20.4K +$22.4K +649 New
LFA
1312
Level Financial Advisors
New York
$20K +$21.5K +623 New
SWM
1313
Sugarloaf Wealth Management
Georgia
$19K +$69 +2 +0.3%
SIAP
1314
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$19K +$6.91K +200 +50%
GI
1315
Gradient Investments
Minnesota
$18K -$7.91K -229 -28%
FRA
1316
Front Row Advisors
California
$18K – – –
FMB
1317
Field & Main Bank
Kentucky
$18K +$19.6K +568 New
PFA
1318
Professional Financial Advisors
Nebraska
$17K +$104 +3 +0.5%
PP
1319
Pacifica Partners
Canada
$16K – – –
RBC
1320
Roble Belko & Company
Pennsylvania
$16K +$69 +2 +0.4%
SIS
1321
Sound Income Strategies
Florida
$16K +$6.91K +200 +67%
TCOV
1322
Trust Company of Vermont
Vermont
$16K +$17.3K +500 New
CT
1323
Clearstead Trust
Maine
$15K – – –
IRAG
1324
Investment Research & Advisory Group
Georgia
$15K – – –
JFA
1325
JNBA Financial Advisors
Minnesota
$14K +$13.1K +378 +497%
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