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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1626
Atomi Financial Group
New York
– -$497K -12,083 Closed
MHS
1627
M Holdings Securities
Oregon
– -$461K -11,205 Closed
NWM
1628
Northwest Wealth Management
Iowa
– -$449K -10,934 Closed
CCG
1629
Capital CS Group
California
– -$422K -10,253 Closed
ZIG
1630
Zurich Insurance Group
Switzerland
– -$414K -9,905 Closed
OFS
1631
OneAscent Financial Services
Alabama
– -$362K -8,804 Closed
GCIM
1632
Gunn & Company Investment Management
Florida
– -$361K -8,790 Closed
LSAG
1633
Lake Street Advisors Group
New Hampshire
– -$348K -8,469 Closed
EFMC
1634
Empire Financial Management Company
New York
– -$331K -8,045 Closed
TCBWMS
1635
Texas Capital Bank Wealth Management Services
Texas
– -$319K -7,756 Closed
ML
1636
McAdam LLC
Pennsylvania
– -$312K -7,599 Closed
WIA
1637
Wetzel Investment Advisors
Indiana
– -$306K -7,274 Closed
PFA
1638
Pathway Financial Advisors
Vermont
– -$274K -6,665 Closed
WFPG
1639
Waller Financial Planning Group
Ohio
– -$273K -6,650 Closed
BWM
1640
BNC Wealth Management
Oregon
– -$271K -6,580 Closed
SHGA
1641
Sand Hill Global Advisors
California
– -$264K -6,411 Closed
FWMM
1642
Foundation Wealth Management (Missouri)
Missouri
– -$248K -6,043 Closed
CWS
1643
Confluence Wealth Services
Pennsylvania
– -$247K -5,999 Closed
AB
1644
Atlas Brown
Kentucky
– -$245K -5,958 Closed
CL
1645
CSS LLC
Illinois
– -$218K -5,000 Closed
GC
1646
Garde Capital
Washington
– -$161K -3,911 Closed
TFF
1647
The Family Firm
Maryland
– -$159K -3,866 Closed
RFG
1648
RFP Financial Group
Georgia
– -$149K -3,627 Closed
OCM
1649
Orion Capital Management
California
– -$103K -2,500 Closed
SA
1650
Scarborough Advisors
Maryland
– -$93.5K -2,276 Closed
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