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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
1326
Lowe Wealth Advisors
Maryland
$11K +$3.74K +100 +56%
BL
1327
Balentine LLC
Georgia
$11K +$4.26K +114 +67%
ADL
1328
Asset Dedication LLC
California
$9K +$187 +5 +2%
JWM
1329
Janiczek Wealth Management
Colorado
$9K +$7.48K +200 +400%
SFPG
1330
Stonebridge Financial Planning Group
Florida
$8K -$3.59K -96 -32%
FCM
1331
Firestone Capital Management
Florida
$8K – – –
MHR
1332
Matthew Hamilton Rosenberg
$8K – – –
TWP
1333
TFO Wealth Partners
Ohio
$8K – – –
CA
1334
Centerpoint Advisors
Massachusetts
$8K +$1.87K +50 +33%
DAM
1335
Delta Asset Management
Tennessee
$6K -$7.48K -200 -57%
EAM
1336
Eukles Asset Management
Ohio
$6K – – –
MIM
1337
Macroview Investment Management
Maryland
$6K – – –
TFO
1338
Tarbox Family Office
California
$6K – – –
RF
1339
Robbins Farley
New Hampshire
$6K +$5.65K +151 New
HF
1340
Halpern Financial
Virginia
$5.63K -$15K -401 -73%
KFS
1341
Kelly Financial Services
Massachusetts
$5.37K – – –
POIA
1342
Pin Oak Investment Advisors
Texas
$5K – – –
TCWM
1343
Total Clarity Wealth Management
Illinois
$5K +$4.68K +125 New
ODG
1344
O'Dell Group
Ohio
$5K +$4.86K +130 New
CC
1345
Centiva Capital
New York
$5K +$4.78M +127,800 New
MG
1346
MilWealth Group
Wisconsin
$3.68K +$3.67K +98 New
JFA
1347
JNBA Financial Advisors
Minnesota
$3K – – –
LPWM
1348
Lake Point Wealth Management
Texas
$2K – – –
NSB
1349
Norway Savings Bank
Maine
$2K +$2.25K +60 New
AWM
1350
Accel Wealth Management
Iowa
$1K -$25.3K -675 -98%
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