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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1551
Searle & Co
Connecticut
$209K – – –
BOJHT
1552
Bank of Jackson Hole Trust
Wyoming
$209K -$23.3K -464 -10%
MAMG
1553
Milestone Asset Management Group
Connecticut
$208K +$251 +5 +0.1%
MAM
1554
MWA Asset Management
Massachusetts
$208K +$210K +4,181 New
GAM
1555
Gemmer Asset Management
California
$207K -$50 -1 -0%
TWM
1556
Thrive Wealth Management
Pennsylvania
$207K +$208K +4,151 New
TIA
1557
Traphagen Investment Advisors
New Jersey
$207K +$208K +4,150 New
CCM
1558
Cullen Capital Management
New York
$207K -$681K -13,572 -77%
GWMR
1559
GC Wealth Management RIA
Massachusetts
$205K -$4.21K -84 -2%
GF
1560
Gries Financial
Ohio
$205K +$207K +4,123 New
GLLW
1561
Graves Light Lenhart Wealth
Virginia
$205K +$206K +4,116 New
NP
1562
NorthRock Partners
Minnesota
$205K +$65K +1,296 +46%
CAS
1563
Coppell Advisory Solutions
Texas
$205K -$13.6K -272 -6%
IWA
1564
Invera Wealth Advisors
Oregon
$204K -$6.97K -139 -3%
BAM
1565
Byrne Asset Management
New Jersey
$204K +$205K +4,090 New
TSW
1566
Thompson Siegel & Walmsley
Virginia
$203K +$204K +4,071 New
SWM
1567
SFG Wealth Management
Maryland
$203K +$204K +4,070 New
PFA
1568
Plotkin Financial Advisors
Maryland
$202K +$204K +4,065 New
BHWM
1569
Beaird Harris Wealth Management
Texas
$202K – – –
WAL
1570
W Advisors LLC
Tennessee
$202K +$204K +4,059 New
CAGAS
1571
Capital Advisory Group Advisory Services
Minnesota
$202K +$203K +4,056 New
RPCONE
1572
Retirement Planning Company of New England
Rhode Island
$202K +$203K +4,051 New
GWSA
1573
Global Wealth Strategies & Associates
Colorado
$201K +$28.6K +571 +16%
RCG
1574
Regatta Capital Group
California
$200K +$202K +4,021 New
MWM
1575
MFG Wealth Management
Indiana
$200K +$201K +4,017 New
61 62
63
64 65