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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1576
Able Wealth Management
New Jersey
$241K +$24.2K +454 +12%
KCM
1577
KRS Capital Management
Michigan
$241K – – –
ML
1578
MLP3 LLC
New Jersey
$241K +$234K +4,397 New
HWP
1579
Highline Wealth Partners
California
$240K +$82.6K +1,550 +55%
CAWM
1580
Capital Advisors Wealth Management
Washington
$240K -$28.7K -538 -11%
MFG
1581
Midwest Financial Group
Kansas
$239K +$233K +4,370 New
LW
1582
Linscomb Wealth
Texas
$239K -$15.6K -292 -6%
RFP
1583
Root Financial Partners
California
$239K -$95.3K -1,788 -29%
BPWM
1584
Badgley Phelps Wealth Managers
Washington
$238K +$232K +4,351 New
WCG
1585
Weaver Consulting Group
California
$238K +$232K +4,348 New
MCCA
1586
Mill Creek Capital Advisors
Pennsylvania
$238K +$231K +4,343 New
VWM
1587
Valley Wealth Managers
New Jersey
$237K -$11.8K -221 -5%
RPWA
1588
Regent Peak Wealth Advisors
Georgia
$237K – – –
SP
1589
Sequent Planning
Nebraska
$237K +$230K +4,322 New
CP
1590
Canopy Partners
Ohio
$236K -$3.46K -65 -1%
RMC
1591
Resources Management Corp
Connecticut
$236K – – –
CSA
1592
Cottage Street Advisors
Massachusetts
$236K -$693 -13 -0.3%
SC
1593
Searle & Co
Connecticut
$236K – – –
FWI
1594
Facet Wealth Inc
Maryland
$236K +$237K +4,446 New
XF
1595
XML Financial
Maryland
$235K +$229K +4,297 New
SMA
1596
Sage Mountain Advisors
Georgia
$235K – – –
SCM
1597
Sage Capital Management
New Jersey
$235K – – –
FFA
1598
Fi3 Financial Advisors
Indiana
$235K – – –
IP
1599
Indivisible Partners
Florida
$234K +$230K +4,324 New
KCM
1600
Kathmere Capital Management
Pennsylvania
$234K -$23.3K -438 -9%
62 63
64
65 66