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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
1626
Interchange Capital Partners
Pennsylvania
$223K -$484K -9,081 -69%
RPCONE
1627
Retirement Planning Company of New England
Rhode Island
$223K +$693 +13 +0.3%
PFA
1628
Plotkin Financial Advisors
Maryland
$223K – – –
LA
1629
Latitude Advisors
Florida
$223K +$9.16K +172 +4%
BHWM
1630
Beaird Harris Wealth Management
Texas
$223K – – –
WAL
1631
W Advisors LLC
Tennessee
$222K – – –
AB
1632
Atlas Brown
Kentucky
$222K – – –
PFM
1633
Potomac Fund Management
Florida
$222K -$3.73K -70 -2%
PCMNC
1634
Piedmont Capital Management (North Carolina)
North Carolina
$221K +$215K +4,032 New
GL
1635
Gerber LLC
Ohio
$220K +$426 +8 +0.2%
EWM
1636
Elevation Wealth Management
Minnesota
$220K +$214K +4,022 New
RCG
1637
Regatta Capital Group
California
$220K – – –
VAG
1638
VisionPoint Advisory Group
Texas
$220K -$288K -5,412 -57%
IA
1639
Insight Advisors
Pennsylvania
$219K +$8.85K +166 +4%
TIM
1640
Thompson Investment Management
Wisconsin
$219K – – –
SWA
1641
Serenus Wealth Advisors
California
$219K – – –
ZCP
1642
Z3 Capital Partners
Virginia
$219K +$213K +4,000 New
LBC
1643
Leigh Baldwin & Co
New York
$219K -$13.3K -250 -6%
BG
1644
Bollard Group
Massachusetts
$219K +$586 +11 +0.3%
VAS
1645
Valicenti Advisory Services
New York
$219K +$213K +3,998 New
SIS
1646
Sound Income Strategies
Florida
$218K +$85.4K +1,602 +66%
VPW
1647
Vericrest Private Wealth
Pennsylvania
$217K +$212K +3,970 New
PFGIA
1648
Patriot Financial Group Insurance Agency
Massachusetts
$217K +$2.4K +45 +1%
PAM
1649
Peak Asset Management
Colorado
$216K +$53 +1 +0%
FCIM
1650
Fairview Capital Investment Management
California
$216K +$210K +3,941 New
64 65
66
67 68