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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMW
1701
Cypress Capital Management (Wyoming)
Wyoming
$34.2K +$34.5K +687 New
MHR
1702
Matthew Hamilton Rosenberg
$34.1K +$3.81K +76 +12%
ADL
1703
Asset Dedication LLC
California
$33.7K -$11.3K -226 -25%
SAM
1704
Smartleaf Asset Management
Massachusetts
$33.2K +$22.3K +444 +193%
EPAM
1705
Evelyn Partners Asset Management
$32.9K – – –
KA
1706
Kozak & Associates
Colorado
$30.9K +$11K +220 +50%
RPA
1707
Redwood Park Advisors
California
$30.9K – – –
NCM
1708
Northwest Capital Management
Oregon
$30.4K – – –
CWP
1709
Concord Wealth Partners
Virginia
$30K – – –
WPA
1710
West Paces Advisors
Georgia
$29.9K – – –
MAFA
1711
MJT & Associates Financial Advisory
Minnesota
$29.9K +$30.1K +600 New
Q1WB
1712
Quest 10 Wealth Builders
Virginia
$29.4K -$9.68K -193 -25%
FWA
1713
Flagship Wealth Advisors
Massachusetts
$29.3K – – –
FM
1714
Family Management
New York
$29K – – –
CWM
1715
CarsonAllaria Wealth Management
Illinois
$28.6K – – –
HPIA
1716
Hamilton Point Investment Advisors
North Carolina
$28.4K +$28.6K +571 New
SWIM
1717
Smallwood Wealth Investment Management
New Jersey
$27.4K +$27.6K +550 New
RFA
1718
Reyes Financial Architecture
California
$27.3K – – –
NC
1719
North Capital
Utah
$26.5K +$26.7K +533 New
GIA
1720
GHP Investment Advisors
Colorado
$26.3K +$100 +2 +0.4%
IRAG
1721
Investment Research & Advisory Group
Georgia
$23.7K -$803 -16 -3%
SFGP
1722
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$23.3K -$23.4M -466,392 -100%
CT
1723
Clearstead Trust
Maine
$23.2K – – –
VFM
1724
Vision Financial Markets
Connecticut
$21.8K – – –
PWMG
1725
Private Wealth Management Group
New Jersey
$21.7K +$9.33K +186 +74%
67 68
69
70 71