We are live on ! Find out more
XLF icon

State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1501
Claret Asset Management
Quebec, Canada
$249K – – –
AT
1502
American Trust
Kentucky
$248K +$936 +18 +0.4%
RH
1503
RFG Holdings
Texas
$248K – – –
LFIA
1504
Legacy Financial Independent Advisors
Kentucky
$248K +$2.75K +53 +1%
CL
1505
CIM LLC
New York
$247K – – –
ACM
1506
AUA Capital Management
Pennsylvania
$246K – – –
PG
1507
Proffitt & Goodson
Tennessee
$246K -$148K -2,845 -38%
VWM
1508
Vigil Wealth Management
Florida
$245K – – –
KWA
1509
Kellett Wealth Advisors
Ohio
$244K -$3.27K -63 -1%
PFSC
1510
Peoples Financial Services Corp
Pennsylvania
$243K -$7.8K -150 -3%
AFA
1511
Amicus Financial Advisors
Texas
$243K – – –
NDBT
1512
North Dallas Bank & Trust
Texas
$243K – – –
SWA
1513
Strategies Wealth Advisors
Michigan
$242K -$832 -16 -0.4%
PFM
1514
Potomac Fund Management
Florida
$241K +$312 +6 +0.1%
NWMG
1515
National Wealth Management Group
Ohio
$239K -$15.2K -293 -6%
LMFP
1516
Larry Mathis Financial Planning
Arizona
$238K +$231K +4,446 New
BWP
1517
Bernardo Wealth Planning
Pennsylvania
$238K +$11.9K +229 +5%
CWM
1518
Copia Wealth Management
Oregon
$238K -$69.7K -1,341 -23%
WCG
1519
Weaver Consulting Group
California
$237K – – –
LCM
1520
Lazari Capital Management
California
$237K -$5.14K -99 -2%
CWA
1521
Crux Wealth Advisors
California
$236K +$832 +16 +0.4%
KCM
1522
KRS Capital Management
Michigan
$236K – – –
NI
1523
NCP Inc
California
$236K – – –
VWM
1524
Valley Wealth Managers
New Jersey
$235K – – –
LW
1525
Linscomb Wealth
Texas
$234K – – –
59 60
61
62 63