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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
PMSA
1526
Patrick M. Sweeney & Associates
Illinois
$270K -$9.32K -175 -3%
FPGK
1527
Financial Partners Group (Kansas)
Kansas
$269K +$320 +6 +0.1%
NWMG
1528
National Wealth Management Group
Ohio
$269K -$110K -2,062 -30%
HA
1529
Huntleigh Advisors
Missouri
$267K +$6.13K +115 +2%
CAM
1530
Concorde Asset Management
Michigan
$267K -$50.1K -940 -16%
PCFFS
1531
Pacific Center for Financial Services
California
$266K – – –
SDH
1532
Sloy Dahl & Holst
Washington
$266K +$10.1K +190 +4%
WHC
1533
Wulff, Hansen & Co
California
$266K – – –
RIA
1534
Rhodes Investment Advisors
Texas
$266K +$258K +4,849 New
FFB
1535
First Financial Bankshares
Texas
$265K – – –
AT
1536
American Trust
Kentucky
$265K -$63.1K -1,184 -20%
WLIM
1537
White Lighthouse Investment Management
Massachusetts
$264K +$257K +4,827 New
PFSC
1538
Peoples Financial Services Corp
Pennsylvania
$261K -$3.2K -60 -1%
FH
1539
FWG Holdings
Florida
$260K -$9.86K -185 -4%
WAG
1540
Windsor Advisory Group
Ohio
$259K – – –
DPI
1541
Diversified Portfolios Inc
Michigan
$259K +$10.7K +201 +4%
CL
1542
CIM LLC
New York
$259K – – –
VPP
1543
Vertex Planning Partners
Illinois
$257K -$26.3K -494 -10%
IIC
1544
Ironwood Investment Counsel
Arizona
$256K +$107 +2 +0%
CAM
1545
Claret Asset Management
Quebec, Canada
$256K -$4.9K -92 -2%
CWM
1546
Calamos Wealth Management
Illinois
$254K +$247K +4,635 New
AFA
1547
Amicus Financial Advisors
Texas
$253K +$246K +4,624 New
RH
1548
RFG Holdings
Texas
$253K – – –
OCM
1549
Orion Capital Management
California
$253K – – –
KWA
1550
Kellett Wealth Advisors
Ohio
$253K +$246K +4,610 New
60 61
62
63 64