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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1651
Phillips Financial Management
Indiana
$138K – – –
FCAS
1652
First Command Advisory Services
Texas
$137K -$19.8K -380 -13%
BWAM
1653
Boyd Watterson Asset Management
Ohio
$134K – – –
DF
1654
Downshift Financial
Colorado
$134K +$130K +2,493 New
NL
1655
NVWM LLC
Pennsylvania
$131K -$156K -3,000 -55%
RP
1656
Rice Partnership
Hawaii
$129K – – –
VA
1657
Valor Advisors
Florida
$128K +$19.2K +370 +18%
JEST
1658
JTC Employer Solutions Trustee
Jersey
$124K – – –
EWP
1659
Elevation Wealth Partners
California
$123K +$14.7K +282 +14%
FP
1660
Financial Perspectives
Minnesota
$122K +$30.3K +583 +35%
HDIM
1661
Hanson & Doremus Investment Management
Vermont
$120K – – –
ISWM
1662
Intesa Sanpaolo Wealth Management
$120K +$83.2K +1,600 +254%
BCWM
1663
Bartlett & Co Wealth Management
Ohio
$119K – – –
RWM
1664
Rialto Wealth Management
New York
$119K – – –
GJIA
1665
Glass Jacobson Investment Advisors
Maryland
$119K +$14.6K +280 +14%
GP
1666
Guardian Partners
Canada
$118K +$114K +2,200 New
BC
1667
Barrett & Company
Rhode Island
$114K – – –
RRMM
1668
Regatta Research & Money Management
Louisiana
$113K +$109K +2,105 New
PWMA
1669
Pension & Wealth Management Advisors
Massachusetts
$113K +$2.18K +42 +2%
BSB
1670
Bangor Savings Bank
Maine
$111K -$4.73K -91 -4%
BA
1671
Ballast Advisors
Minnesota
$111K +$95.1K +1,829 +750%
TCOT
1672
Trust Company of Toledo
Ohio
$110K +$90.3K +1,738 +538%
TWM
1673
Topsail Wealth Management
North Carolina
$107K – – –
SIM
1674
Synergy Investment Management
Florida
$107K -$139K -2,667 -57%
PL
1675
Protective Life
Alabama
$107K -$56.7K -1,091 -35%
65 66
67
68 69