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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
1526
Capital Advisors Wealth Management
Washington
$223K -$4.65K -94 -2%
CC
1527
Chicago Capital
Illinois
$222K – – –
EM
1528
Excalibur Management
Massachusetts
$222K – – –
SHWM
1529
Smith & Howard Wealth Management
Georgia
$221K – – –
BPC
1530
Bearing Point Capital
Minnesota
$221K -$32.4K -655 -13%
SWTS
1531
Stonehaven Wealth & Tax Solutions
Wisconsin
$221K -$643 -13 -0.3%
TA
1532
TFB Advisors
Kansas
$220K -$25.5K -516 -11%
SS
1533
Sunbelt Securities
Texas
$220K -$89.3K -1,804 -28%
MAM
1534
MWA Asset Management
Massachusetts
$220K +$693 +14 +0.3%
PCS
1535
Private Client Services
Kentucky
$220K +$208K +4,194 New
MAMG
1536
Milestone Asset Management Group
Connecticut
$220K +$346 +7 +0.2%
PWG
1537
Portside Wealth Group
Utah
$219K +$207K +4,179 New
EI
1538
Ellevest Inc
New York
$219K -$5.39K -109 -3%
GAM
1539
Gemmer Asset Management
California
$218K – – –
GVCM
1540
Global View Capital Management
Wisconsin
$217K -$3.07M -62,020 -94%
LA
1541
Latitude Advisors
Florida
$217K -$1.01M -20,506 -83%
TIA
1542
Traphagen Investment Advisors
New Jersey
$216K -$1.63K -33 -0.8%
GLLW
1543
Graves Light Lenhart Wealth
Virginia
$216K – – –
OFS
1544
Orrstown Financial Services
Pennsylvania
$215K +$203K +4,102 New
YWS
1545
Yarger Wealth Strategies
Ohio
$215K +$203K +4,100 New
PWP
1546
Private Wealth Partners
California
$215K +$203K +4,100 New
LWA
1547
Lantern Wealth Advisors
New York
$214K +$203K +4,095 New
QPWM
1548
Quadrant Private Wealth Management
Pennsylvania
$213K +$201K +4,067 New
PFA
1549
Plotkin Financial Advisors
Maryland
$213K – – –
RPCONE
1550
Retirement Planning Company of New England
Rhode Island
$213K +$643 +13 +0.3%
60 61
62
63 64