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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
SBIA
1501
Sheaff Brock Investment Advisors
Indiana
$216K +$145 +3 +0.1%
BOJHT
1502
Bank of Jackson Hole Trust
Wyoming
$216K +$216K +4,464 New
IWA
1503
Invera Wealth Advisors
Oregon
$215K -$725 -15 -0.4%
SW
1504
Simplicity Wealth
New Jersey
$214K -$1.18M -24,336 -85%
SWM
1505
Segment Wealth Management
Texas
$213K +$213K +4,400 New
CP
1506
Canopy Partners
Ohio
$212K +$213K +4,396 New
AMBIA
1507
Allen Mooney & Barnes Investment Advisors
Georgia
$212K -$2.32K -48 -1%
SMA
1508
Sage Mountain Advisors
Georgia
$212K – – –
CWP
1509
Cyndeo Wealth Partners
Florida
$210K -$74.8K -1,547 -26%
WWS
1510
Wellington Wealth Strategies
Indiana
$210K -$24.4K -504 -11%
GMA
1511
Glassy Mountain Advisors
Maryland
$210K +$210K +4,341 New
RPWA
1512
Regent Peak Wealth Advisors
Georgia
$209K +$210K +4,333 New
HA
1513
Helium Advisors
Washington
$209K +$209K +4,332 New
1SB
1514
1ST Source Bank
Indiana
$209K +$209K +4,321 New
KCM
1515
Kathmere Capital Management
Pennsylvania
$208K +$208K +4,312 New
CAG
1516
Centerpoint Advisory Group
Kansas
$208K +$208K +4,310 New
LSIA
1517
LaSalle St. Investment Advisors
Illinois
$208K -$93.1K -1,926 -31%
HIA
1518
Harbor Investment Advisory
Maryland
$208K +$57.1K +1,180 +38%
SCM
1519
Sage Capital Management
New Jersey
$207K -$7.45K -154 -3%
FFA
1520
Fi3 Financial Advisors
Indiana
$207K +$207K +4,285 New
LWA
1521
Lantern Wealth Advisors
New York
$207K +$207K +4,275 New
EM
1522
Excalibur Management
Massachusetts
$206K +$206K +4,265 New
DWS
1523
Dynamic Wealth Strategies
California
$206K -$64.4K -1,332 -24%
ICM
1524
IMS Capital Management
Oregon
$205K +$205K +4,233 New
SHWM
1525
Smith & Howard Wealth Management
Georgia
$204K +$204K +4,226 New
59 60
61
62 63