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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1551
Private Wealth Partners
California
$224K – – –
NGA
1552
Naples Global Advisors
Florida
$224K +$217K +4,172 New
AFA
1553
AA Financial Advisors
Ohio
$223K +$156 +3 +0.1%
AWM
1554
Able Wealth Management
New Jersey
$223K +$52 +1 +0%
HFS
1555
Howard Financial Services
Texas
$222K +$2.65K +51 +1%
UFF
1556
USA Financial Formulas
Michigan
$221K -$19.3K -371 -8%
PSF
1557
Pacific Sun Financial
California
$221K +$214K +4,126 New
RCG
1558
Regatta Capital Group
California
$221K +$214K +4,126 New
KFS
1559
Kirkwood Financial Services
Texas
$221K +$780 +15 +0.4%
PCFFS
1560
Pacific Center for Financial Services
California
$221K +$572 +11 +0.3%
GLLW
1561
Graves Light Lenhart Wealth
Virginia
$221K – – –
PFGIA
1562
Patriot Financial Group Insurance Agency
Massachusetts
$220K -$202K -3,890 -49%
AMBIA
1563
Allen Mooney & Barnes Investment Advisors
Georgia
$220K -$20.9K -402 -9%
NB
1564
NBH Bank
Colorado
$220K +$213K +4,097 New
EAP
1565
Elevation Advisory Partners
Florida
$220K -$529K -10,185 -72%
BHWM
1566
Beaird Harris Wealth Management
Texas
$218K – – –
WAL
1567
W Advisors LLC
Tennessee
$218K – – –
APW
1568
Axim Planning & Wealth
Ohio
$217K -$30.1K -580 -13%
IP
1569
Indivisible Partners
Florida
$217K -$13.9K -268 -6%
IIWM
1570
Investment Insight Wealth Management
New York
$217K -$51.9K -999 -20%
GL
1571
Gerber LLC
Ohio
$217K +$210K +4,043 New
PCMNC
1572
Piedmont Capital Management (North Carolina)
North Carolina
$216K – – –
BG
1573
Bollard Group
Massachusetts
$216K +$572 +11 +0.3%
PCM
1574
Parsons Capital Management
Rhode Island
$215K -$12.8K -246 -6%
TWP
1575
TFO Wealth Partners
Ohio
$215K +$209K +4,016 New
61 62
63
64 65