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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1951
Conservest Capital Advisors
Pennsylvania
– -$407K -7,425 Closed
WWM
1952
Whalen Wealth Management
Nevada
– -$392K -7,163 Closed
PW
1953
PUREfi Wealth
Massachusetts
– -$385K -7,022 Closed
AI
1954
Atom Investors
Texas
– -$380K -6,940 Closed
CFO
1955
Cambient Family Office
Michigan
– -$373K -6,803 Closed
LC
1956
LCNB Corp
Ohio
– -$367K -6,702 Closed
SPWM
1957
Spartan Planning & Wealth Management
North Carolina
– -$366K -6,690 Closed
VWM
1958
Vigilare Wealth Management
Arizona
– -$361K -6,582 Closed
SC
1959
Soundwatch Capital
Connecticut
– -$348K -6,351 Closed
LJAC
1960
L.J. Altfest & Co
New York
– -$347K -6,326 Closed
HA
1961
Heartland Advisors
Wisconsin
– -$345K -6,291 Closed
SW
1962
SVB Wealth
Massachusetts
– -$341K -6,219 Closed
PWG
1963
Portside Wealth Group
Utah
– -$333K -6,078 Closed
CFP
1964
Cypress Financial Planning
New Jersey
– -$324K -5,876 Closed
ATI
1965
Act Two Investors
California
– -$321K -5,868 Closed
SHFP
1966
Second Half Financial Partners
Florida
– -$321K -5,866 Closed
PJWM
1967
Philip James Wealth Mangement
Georgia
– -$316K -5,774 Closed
ISB
1968
Iowa State Bank
Iowa
– -$315K -5,750 Closed
BRPW
1969
Ballast Rock Private Wealth
South Carolina
– -$314K -5,725 Closed
WWM
1970
Westwood Wealth Management
California
– -$314K -5,724 Closed
WETS
1971
Wealth Enhancement Trust Services
South Dakota
– -$310K -5,665 Closed
MCM
1972
Moore Capital Management
New York
– -$304K -5,546 Closed
LA
1973
Legacy Advisors
Pennsylvania
– -$298K -5,447 Closed
TDC
1974
Thompson Davis & Co
Virginia
– -$292K -5,339 Closed
LNWTC
1975
Laird Norton Wetherby Trust Company
Washington
– -$289K -5,274 Closed
77 78
79
80 81