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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
NRG
1701
Nemes Rush Group
Michigan
$195K +$26.2K +492 +16%
ADL
1702
Asset Dedication LLC
California
$195K +$69.3K +1,300 +58%
PWM
1703
Provident Wealth Management
Tennessee
$193K – – –
GCM
1704
Gables Capital Management
Florida
$192K – – –
MTIC
1705
Missouri Trust & Investment Company
Missouri
$191K +$10.7K +200 +6%
IF
1706
Integrity Financial
Wyoming
$189K -$83.9K -1,574 -31%
NFSG
1707
Newbridge Financial Services Group
Florida
$186K -$733K -13,761 -80%
RP
1708
Rice Partnership
Hawaii
$181K +$23.8K +447 +16%
KFP
1709
Kerr Financial Planning
California
$177K +$116K +2,171 +186%
CFG
1710
Clayton Financial Group
Missouri
$175K +$165K +3,099 +3,099%
TAM
1711
Tucker Asset Management
Colorado
$173K -$3.67M -68,868 -96%
CPG
1712
Cornerstone Planning Group
New Jersey
$173K +$14.1K +265 +9%
BBPWM
1713
Blue Bell Private Wealth Management
Pennsylvania
$172K – – –
CB
1714
Community Bank
New York
$171K – – –
AW
1715
Avion Wealth
Texas
$170K – – –
SIC
1716
SJS Investment Consulting
Ohio
$170K +$7.25K +136 +5%
CTA
1717
Colonial Trust Advisors
South Carolina
$166K +$63.8K +1,197 +65%
RWM
1718
Rialto Wealth Management
New York
$161K +$14.4K +270 +10%
FCAS
1719
First Command Advisory Services
Texas
$160K – – –
PUI
1720
Purpose Unlimited Inc
$160K +$156K +2,921 New
FF
1721
Friedenthal Financial
New Jersey
$160K -$156K -2,927 -50%
SAM
1722
Smartleaf Asset Management
Massachusetts
$159K -$15.7K -294 -9%
RF
1723
Rossby Financial
Florida
$159K +$149K +2,798 +2,567%
JWM
1724
Jessup Wealth Management
Ohio
$159K +$154K +2,899 New
GBT
1725
Grove Bank & Trust
Florida
$158K +$29.4K +552 +24%
67 68
69
70 71