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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1951
Rise Advisors
New York
– -$458K -8,359 Closed
ACM
1952
Arlington Capital Management
Illinois
– -$455K -8,305 Closed
SW
1953
SMART Wealth
Nebraska
– -$454K -8,281 Closed
MLL
1954
Moody Lynn & Lieberson
Massachusetts
– -$429K -7,833 Closed
CWG
1955
Crown Wealth Group
North Carolina
– -$428K -7,807 Closed
LIM
1956
Loudon Investment Management
New Hampshire
– -$424K -7,740 Closed
CCM
1957
Consolidated Capital Management
California
– -$413K -7,546 Closed
CCA
1958
Conservest Capital Advisors
Pennsylvania
– -$407K -7,425 Closed
WWM
1959
Whalen Wealth Management
Nevada
– -$392K -7,163 Closed
PW
1960
PUREfi Wealth
Massachusetts
– -$385K -7,022 Closed
AI
1961
Atom Investors
Texas
– -$380K -6,940 Closed
CFO
1962
Cambient Family Office
Michigan
– -$373K -6,803 Closed
LC
1963
LCNB Corp
Ohio
– -$367K -6,702 Closed
SPWM
1964
Spartan Planning & Wealth Management
North Carolina
– -$366K -6,690 Closed
VWM
1965
Vigilare Wealth Management
Arizona
– -$361K -6,582 Closed
PGFG
1966
Pine Grove Financial Group
Minnesota
– -$348K -6,352 Closed
SC
1967
Soundwatch Capital
Connecticut
– -$348K -6,351 Closed
LJAC
1968
L.J. Altfest & Co
New York
– -$347K -6,326 Closed
HA
1969
Heartland Advisors
Wisconsin
– -$345K -6,291 Closed
SW
1970
SVB Wealth
Massachusetts
– -$341K -6,219 Closed
PWG
1971
Portside Wealth Group
Utah
– -$333K -6,078 Closed
CFP
1972
Cypress Financial Planning
New Jersey
– -$324K -5,876 Closed
ATI
1973
Act Two Investors
California
– -$321K -5,868 Closed
SHFP
1974
Second Half Financial Partners
Florida
– -$321K -5,866 Closed
PJWM
1975
Philip James Wealth Mangement
Georgia
– -$316K -5,774 Closed
77 78
79
80 81