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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
RRMM
1676
Regatta Research & Money Management
Louisiana
$113K +$109K +2,105 New
PWMA
1677
Pension & Wealth Management Advisors
Massachusetts
$113K +$2.18K +42 +2%
BSB
1678
Bangor Savings Bank
Maine
$111K -$4.73K -91 -4%
BA
1679
Ballast Advisors
Minnesota
$111K +$95.1K +1,829 +750%
TCOT
1680
Trust Company of Toledo
Ohio
$110K +$90.3K +1,738 +538%
TWM
1681
Topsail Wealth Management
North Carolina
$107K – – –
SIM
1682
Synergy Investment Management
Florida
$107K -$139K -2,667 -57%
PL
1683
Protective Life
Alabama
$107K -$56.7K -1,091 -35%
CIA
1684
Cape Investment Advisory
Georgia
$105K -$194K -3,737 -66%
FFA
1685
Frazier Financial Advisors
Ohio
$105K – – –
CPA
1686
Cardiff Park Advisors
California
$105K +$364 +7 +0.4%
WAS
1687
Winch Advisory Services
Wisconsin
$104K +$260 +5 +0.3%
FC
1688
Fairscale Capital
New Hampshire
$103K – – –
CFO
1689
Cambient Family Office
Michigan
$102K +$99.2K +1,909 New
AF
1690
Abound Financial
California
$102K – – –
GF
1691
GGM Financials
Ohio
$102K +$312 +6 +0.3%
KFP
1692
Kerr Financial Planning
California
$101K +$156 +3 +0.2%
GBT
1693
Grove Bank & Trust
Florida
$99.3K -$60.7K -1,167 -39%
W
1694
WealthCollab
Washington
$97.8K +$94.9K +1,825 New
KCM
1695
Key Capital Management
Tennessee
$96.5K – – –
CFG
1696
Chapman Financial Group
Hawaii
$95.9K – – –
OC
1697
Oakworth Capital
Alabama
$94.5K +$4.68K +90 +5%
SR
1698
Syntax Research
Florida
$93.1K – – –
HIA
1699
Highland Investment Advisors
Florida
$93K +$90.1K +1,734 New
KFAS
1700
Keating Financial Advisory Services
Kansas
$92.7K -$25.5K -491 -22%
66 67
68
69 70