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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
1526
Leigh Baldwin & Co
New York
$229K -$5.3K -100 -2%
SHWM
1527
Smith & Howard Wealth Management
Georgia
$228K – – –
BPC
1528
Bearing Point Capital
Minnesota
$227K – – –
SWTS
1529
Stonehaven Wealth & Tax Solutions
Wisconsin
$227K -$159 -3 -0.1%
EI
1530
Ellevest Inc
New York
$225K – – –
MAM
1531
MWA Asset Management
Massachusetts
$225K -$1.06K -20 -0.5%
HSWS
1532
Higgins & Schmidt Wealth Strategies
Colorado
$225K +$221K +4,174 New
MAMG
1533
Milestone Asset Management Group
Connecticut
$225K -$1.22K -23 -0.5%
GAM
1534
Gemmer Asset Management
California
$224K – – –
SIM
1535
Stratos Investment Management
Ohio
$222K +$219K +4,127 New
PFM
1536
Potomac Fund Management
Florida
$222K +$219K +4,126 New
NAS
1537
Nicolet Advisory Services
Wisconsin
$222K +$219K +4,124 New
GLLW
1538
Graves Light Lenhart Wealth
Virginia
$222K – – –
YWS
1539
Yarger Wealth Strategies
Ohio
$221K +$636 +12 +0.3%
PWP
1540
Private Wealth Partners
California
$221K – – –
EM
1541
Excalibur Management
Massachusetts
$220K -$7.95K -150 -4%
GCM
1542
Generation Capital Management
New York
$220K +$216K +4,078 New
CPL
1543
CAP Partners LLC
Tennessee
$219K +$216K +4,071 New
KIM
1544
Kestra Investment Management
Texas
$219K +$216K +4,071 New
PFA
1545
Plotkin Financial Advisors
Maryland
$219K – – –
BHWM
1546
Beaird Harris Wealth Management
Texas
$219K – – –
WAL
1547
W Advisors LLC
Tennessee
$219K – – –
AB
1548
Atlas Brown
Kentucky
$219K +$4.93K +93 +2%
RPCONE
1549
Retirement Planning Company of New England
Rhode Island
$219K -$371 -7 -0.2%
SAI
1550
Savvy Advisors Inc
New York
$218K +$10.5K +198 +5%
60 61
62
63 64