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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
1426
Shufro Rose & Co
New York
$279K – – –
FDCP
1427
Foster Dykema Cabot & Partners
Massachusetts
$279K -$11.7K -234 -4%
PHIC
1428
Pine Haven Investment Counsel
Massachusetts
$277K -$50.2K -1,000 -15%
MG
1429
Marex Group
$275K +$36.6K +729 +15%
RRA
1430
Round Rock Advisors
Connecticut
$274K -$2.21K -44 -0.8%
FWA
1431
FSM Wealth Advisors
Ohio
$274K +$50 +1 +0%
AA
1432
Armis Advisers
Georgia
$274K +$282K +5,613 New
QT
1433
Quantbot Technologies
New York
$272K +$274K +5,463 New
CCA
1434
Clearwater Capital Advisors
Illinois
$270K +$1.71K +34 +0.6%
TIM
1435
Tortoise Investment Management
New York
$269K +$13.5K +270 +5%
AIM
1436
Athena Investment Management
California
$269K – – –
WAAG
1437
Wealth Alliance Advisory Group
Kansas
$269K – – –
SC
1438
Schoolcraft Capital
Colorado
$267K +$269K +5,358 New
MAS
1439
MPWM Advisory Solutions
Georgia
$266K +$255K +5,081 +2,032%
NB
1440
Nicolet Bankshares
Wisconsin
$265K +$267K +5,330 New
DWM
1441
Dopkins Wealth Management
New York
$264K – – –
RIM
1442
Rockbridge Investment Management
New York
$264K -$14.8K -296 -5%
MFA
1443
Mayflower Financial Advisors
Massachusetts
$264K +$2.96K +59 +1%
MWM
1444
Marion Wealth Management
Pennsylvania
$263K -$24.3K -485 -8%
SOS
1445
Silver Oak Securities
Tennessee
$263K +$268K +5,342 New
FA
1446
Fortis Advisors
Pennsylvania
$262K +$264K +5,260 New
ANBT
1447
American National Bank & Trust
Texas
$262K -$6.62K -132 -2%
NCM
1448
Narwhal Capital Management
Georgia
$262K – – –
PWP
1449
Precedent Wealth Partners
Texas
$261K – – –
FNB
1450
Farmers National Bank
Kentucky
$261K – – –
56 57
58
59 60