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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1351
Cyndeo Wealth Partners
Florida
$338K +$123K +2,446 +56%
KWM
1352
Kingsman Wealth Management
Florida
$338K +$340K +6,783 New
WAG
1353
Winthrop Advisory Group
Massachusetts
$337K +$57.5K +1,146 +20%
FCM
1354
Firestone Capital Management
Florida
$337K -$24.6K -490 -7%
BCMLT
1355
Beacon Capital Management LLC (Tennessee)
Tennessee
$336K +$219K +4,369 +183%
PRP
1356
Peak Retirement Planning
Ohio
$336K -$5.13M -102,223 -94%
MWM
1357
Mattern Wealth Management
Kansas
$335K – – –
AMIM
1358
Aull & Monroe Investment Management
Alabama
$334K – – –
LC
1359
LCNB Corp
Ohio
$334K – – –
OAS
1360
Optivise Advisory Services
Tennessee
$334K +$336K +6,699 New
MSFS
1361
Main Street Financial Solutions
Pennsylvania
$333K +$27.2K +543 +9%
CGL
1362
Clarius Group LLC
Washington
$333K +$6.97K +139 +2%
ZIM
1363
Zacks Investment Management
Illinois
$333K +$335K +6,679 New
GCA
1364
Gradient Capital Advisors
California
$331K +$72.8K +1,451 +28%
DCM
1365
Delta Capital Management
New Jersey
$331K – – –
AI
1366
Accredited Investors
Minnesota
$331K +$13.3K +265 +4%
CFS
1367
CRA Financial Services
New Jersey
$329K -$11.6K -232 -3%
PFG
1368
Pinnacle Financial Group
Illinois
$329K +$201 +4 +0.1%
CCA
1369
Clarity Capital Advisors
Florida
$328K – – –
AAP
1370
Arax Advisory Partners
Colorado
$326K -$116K -2,313 -26%
KW
1371
KWB Wealth
California
$325K -$75.2K -1,500 -18%
VFA
1372
Voya Financial Advisors
Connecticut
$325K +$331K +6,603 New
SIC
1373
SFE Investment Counsel
California
$324K -$49K -976 -13%
SCG
1374
Sonata Capital Group
Washington
$322K – – –
N
1375
Natixis
France
$321K +$194K +3,871 +147%
53 54
55
56 57