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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1526
Copia Wealth Management
Oregon
$238K -$69.7K -1,341 -23%
WCG
1527
Weaver Consulting Group
California
$237K – – –
LCM
1528
Lazari Capital Management
California
$237K -$5.14K -99 -2%
CWA
1529
Crux Wealth Advisors
California
$236K +$832 +16 +0.4%
KCM
1530
KRS Capital Management
Michigan
$236K – – –
NI
1531
NCP Inc
California
$236K – – –
VWM
1532
Valley Wealth Managers
New Jersey
$235K – – –
LW
1533
Linscomb Wealth
Texas
$234K – – –
RMC
1534
Resources Management Corp
Connecticut
$234K +$2.34K +45 +1%
BFA
1535
Benedict Financial Advisors
Georgia
$234K +$104 +2 +0%
SWTS
1536
Stonehaven Wealth & Tax Solutions
Wisconsin
$234K +$13.2K +254 +6%
MCA
1537
McGuire Capital Advisors
Oklahoma
$233K – – –
AA
1538
Armis Advisers
Georgia
$233K +$11.4K +220 +6%
RPWA
1539
Regent Peak Wealth Advisors
Georgia
$232K – – –
YWS
1540
Yarger Wealth Strategies
Ohio
$231K +$624 +12 +0.3%
SC
1541
Searle & Co
Connecticut
$231K – – –
SMA
1542
Sage Mountain Advisors
Georgia
$230K – – –
SCM
1543
Sage Capital Management
New Jersey
$230K – – –
PPW
1544
Parcion Private Wealth
Washington
$230K +$223K +4,288 New
FAT
1545
First American Trust
California
$229K +$222K +4,281 New
GCA
1546
Greenwood Capital Associates
South Carolina
$228K -$45.8K -882 -17%
SHWM
1547
Smith & Howard Wealth Management
Georgia
$227K – – –
CWS
1548
Confluence Wealth Services
Pennsylvania
$226K +$219K +4,220 New
HSWS
1549
Higgins & Schmidt Wealth Strategies
Colorado
$225K – – –
RCA
1550
Runnymede Capital Advisors
Ohio
$225K -$10.4K -200 -5%
60 61
62
63 64