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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
1526
Clear Harbor Asset Management
Connecticut
$217K +$218K +4,356 New
LBC
1527
Leigh Baldwin & Co
New York
$217K +$218K +4,349 New
PPW
1528
Pasadena Private Wealth
California
$216K +$218K +4,345 New
CAWM
1529
Capital Advisors Wealth Management
Washington
$216K -$20.8K -414 -9%
GMA
1530
Glassy Mountain Advisors
Maryland
$216K – – –
HA
1531
Helium Advisors
Washington
$216K +$251 +5 +0.1%
RPWA
1532
Regent Peak Wealth Advisors
Georgia
$216K – – –
CWA
1533
Crux Wealth Advisors
California
$215K +$7.27K +145 +3%
1SB
1534
1ST Source Bank
Indiana
$215K – – –
KCM
1535
Kathmere Capital Management
Pennsylvania
$215K – – –
RFP
1536
Root Financial Partners
California
$215K +$216K +4,311 New
SIC
1537
Sterling Investment Counsel
New York
$214K +$216K +4,301 New
SCM
1538
Sage Capital Management
New Jersey
$214K – – –
FFA
1539
Fi3 Financial Advisors
Indiana
$213K – – –
EI
1540
Ellevest Inc
New York
$213K -$278K -5,539 -56%
HIA
1541
Harbor Investment Advisory
Maryland
$213K -$702 -14 -0.3%
ICM
1542
IMS Capital Management
Oregon
$211K +$351 +7 +0.2%
SBIA
1543
Sheaff Brock Investment Advisors
Indiana
$211K -$11.5K -229 -5%
CC
1544
Chicago Capital
Illinois
$211K -$25.3K -504 -11%
EM
1545
Excalibur Management
Massachusetts
$211K -$1.5K -30 -0.7%
SWTS
1546
Stonehaven Wealth & Tax Solutions
Wisconsin
$210K -$29.1K -581 -12%
SHWM
1547
Smith & Howard Wealth Management
Georgia
$210K – – –
PFGIA
1548
Patriot Financial Group Insurance Agency
Massachusetts
$210K +$212K +4,221 New
SC
1549
Soundwatch Capital
Connecticut
$210K -$37.8K -754 -15%
OFS
1550
Oldfather Financial Services
Nebraska
$210K +$211K +4,208 New
60 61
62
63 64