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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
JSSH
1476
J. Safra Sarasin Holding
$269K -$303K -5,830 -54%
AFO
1477
Arrowroot Family Office
California
$269K +$260K +5,011 New
SRC
1478
Shufro Rose & Co
New York
$268K – – –
KFA
1479
Kapstone Financial Advisors
Ohio
$267K – – –
GPW
1480
Gray Private Wealth
Massachusetts
$267K – – –
PB
1481
Pinnacle Bancorp
Nebraska
$267K – – –
CAS
1482
Coppell Advisory Solutions
Texas
$267K +$258K +4,964 New
SFC
1483
Strategic Financial Concepts
Texas
$266K -$201K -3,859 -44%
HC
1484
Hourglass Capital
Texas
$265K – – –
PMSA
1485
Patrick M. Sweeney & Associates
Illinois
$264K – – –
OE
1486
OFS Enterprise
Nebraska
$263K +$255K +4,902 New
SDH
1487
Sloy Dahl & Holst
Washington
$260K – – –
WHC
1488
Wulff, Hansen & Co
California
$260K – – –
FFB
1489
First Financial Bankshares
Texas
$260K – – –
BPC
1490
Bearing Point Capital
Minnesota
$260K -$5.98K -115 -2%
FSAG
1491
Financial Solutions Advisory Group
Illinois
$259K – – –
PNFS
1492
PW Nova Financial Services
Pennsylvania
$259K -$9.67K -186 -4%
MW
1493
Members Wealth
Pennsylvania
$258K – – –
SAM
1494
Synergy Asset Management
Washington
$257K +$249K +4,785 New
RWM
1495
Rockwood Wealth Management
Pennsylvania
$255K +$247K +4,756 New
TSW
1496
Thompson Siegel & Walmsley
Virginia
$254K -$15.9K -305 -6%
SAG
1497
SageView Advisory Group
California
$254K -$4.99K -96 -2%
DPI
1498
Diversified Portfolios Inc
Michigan
$253K – – –
SAM
1499
Smartleaf Asset Management
Massachusetts
$252K – – –
PGFG
1500
Pine Grove Financial Group
Minnesota
$252K +$245K +4,705 New
58 59
60
61 62