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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
1801
Trexquant Investment
Connecticut
– -$1.16M -25,647 Closed
RCS
1802
Retirement Capital Strategies
California
– -$976K -21,527 Closed
SFG
1803
Sowa Financial Group
Rhode Island
– -$901K -19,874 Closed
CAM
1804
CenterStar Asset Management
Illinois
– -$797K -17,578 Closed
CWM
1805
Connecticut Wealth Management
Connecticut
– -$724K -15,971 Closed
GM
1806
Granger Management
New York
– -$597K -13,181 Closed
PD
1807
Point72 (DIFC)
United Arab Emirates
– -$597K -12,346 Closed
OWM
1808
OneAscent Wealth Management
Alabama
– -$520K -11,472 Closed
FTDI
1809
First Trust Direct Indexing
Massachusetts
– -$490K -10,814 Closed
HT
1810
Headlands Technologies
Illinois
– -$460K -10,147 Closed
UAG
1811
United Advisor Group
Ohio
– -$456K -10,057 Closed
PMG
1812
ProVise Management Group
Florida
– -$406K -8,966 Closed
CCM
1813
Cinctive Capital Management
New York
– -$403K -8,901 Closed
BCM
1814
Bourgeon Capital Management
Connecticut
– -$399K -8,795 Closed
OPWM
1815
Oxinas Partners Wealth Management
Indiana
– -$378K -8,344 Closed
BIM
1816
Baldwin Investment Management
Pennsylvania
– -$334K -7,360 Closed
AP
1817
Advisors Preferred
Maryland
– -$310K -6,870 Closed
DIM
1818
DLK Investment Management
California
– -$296K -6,537 Closed
FWM
1819
Fonville Wealth Management
Virginia
– -$263K -5,810 Closed
BMWM
1820
Brown Miller Wealth Management
Virginia
– -$263K -5,801 Closed
WWM
1821
Whalen Wealth Management
Nevada
– -$260K -5,728 Closed
ZIMP
1822
Zimmermann Investment Management & Planning
Pennsylvania
– -$253K -5,587 Closed
AFP
1823
Alpha Financial Partners
Kentucky
– -$252K -5,557 Closed
TSW
1824
Thompson Siegel & Walmsley
Virginia
– -$244K -5,380 Closed
GLLW
1825
Graves Light Lenhart Wealth
Virginia
– -$235K -5,181 Closed
71 72
73
74 75