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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1551
Regatta Capital Group
California
$217K – – –
CAS
1552
Coppell Advisory Solutions
Texas
$216K +$5.78K +109 +3%
GL
1553
Gerber LLC
Ohio
$216K -$271K -5,124 -56%
AFW
1554
Avantra Family Wealth
Pennsylvania
$216K +$213K +4,011 New
PAS
1555
PKS Advisory Services
New York
$216K +$213K +4,011 New
TIM
1556
Thompson Investment Management
Wisconsin
$216K – – –
HWM
1557
Howard Wealth Management
Connecticut
$215K -$689 -13 -0.3%
BOJHT
1558
Bank of Jackson Hole Trust
Wyoming
$215K – – –
SWA
1559
Serenus Wealth Advisors
California
$215K – – –
GVCM
1560
Global View Capital Management
Wisconsin
$215K -$7.68K -145 -3%
HIA
1561
Harbor Investment Advisory
Maryland
$215K +$6.62K +125 +3%
BG
1562
Bollard Group
Massachusetts
$215K +$530 +10 +0.3%
LPAM
1563
Lodestar Private Asset Management
California
$214K +$2.01K +38 +1%
AWM
1564
Able Wealth Management
New Jersey
$213K -$5.46K -103 -3%
SAM
1565
Smithbridge Asset Management
Pennsylvania
$212K – – –
PAM
1566
Peak Asset Management
Colorado
$212K – – –
SC
1567
Soundwatch Capital
Connecticut
$212K -$15.5K -292 -7%
IPW
1568
Impact Partnership Wealth
Georgia
$211K +$208K +3,921 New
CA
1569
Clune & Associates
Illinois
$211K +$318 +6 +0.2%
PFGIA
1570
Patriot Financial Group Insurance Agency
Massachusetts
$211K -$1.38K -26 -0.7%
DWM
1571
Diversify Wealth Management
Utah
$210K +$214K +4,034 New
FNC
1572
First National Corp
Massachusetts
$210K +$2.65K +50 +1%
LA
1573
Latitude Advisors
Florida
$210K -$12.9K -244 -6%
FFO
1574
Fiduciary Family Office
Florida
$209K +$205K +3,878 New
MPIA
1575
Milestones Private Investment Advisors
New York
$208K +$205K +3,863 New
61 62
63
64 65