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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1901
Thrive Wealth Management
Pennsylvania
– -$207K -4,151 Closed
IWA
1902
Invera Wealth Advisors
Oregon
– -$204K -4,096 Closed
MWM
1903
MFG Wealth Management
Indiana
– -$200K -4,017 Closed
CL
1904
CSS LLC
Illinois
– -$163K -3,300 Closed
EF
1905
Elite Financial
Idaho
– -$149K -3,000 Closed
CWM
1906
Compass Wealth Management
Connecticut
– -$114K -2,288 Closed
SIM
1907
Synergy Investment Management
Florida
– -$81.9K -1,644 Closed
NRC
1908
New Republic Capital
North Carolina
– -$80.4K -1,614 Closed
GIM
1909
Generali Investments Management
Slovenia
– -$68.8K -1,382 Closed
CRFG
1910
Columbia River Financial Group
Washington
– -$59K -1,192 Closed
WW
1911
Winnow Wealth
Texas
– -$42.8K -859 Closed
BIA
1912
Bell Investment Advisors
California
– -$37.3K -748 Closed
RMP
1913
Richards, Merrill & Peterson
Washington
– -$36.1K -725 Closed
BCM
1914
Berbice Capital Management
New York
– -$34.9K -700 Closed
HPIA
1915
Hamilton Point Investment Advisors
North Carolina
– -$28.4K -571 Closed
RFA
1916
Reyes Financial Architecture
California
– -$27.3K -549 Closed
SFGP
1917
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -$23.3K -467 Closed
RWM
1918
Raffa Wealth Management
District of Columbia
– -$21.5K -431 Closed
CIAS
1919
CBIZ Investment Advisory Services
Ohio
– -$15.7K -316 Closed
OL
1920
one8zero8 LLC
North Carolina
– -$14.5K -292 Closed
CFO
1921
Colony Family Offices
North Carolina
– -$9.96K -200 Closed
GCM
1922
GKV Capital Management
California
– -$7.97K -160 Closed
PPA
1923
Painted Porch Advisors
California
– -$4.98K -100 Closed
AFS
1924
Anderson Financial Strategies
Ohio
– -$1.2K -24 Closed
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