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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
2001
Serenus Wealth Advisors
California
– -$219K -4,000 Closed
ZCP
2002
Z3 Capital Partners
Virginia
– -$219K -4,000 Closed
LBC
2003
Leigh Baldwin & Co
New York
– -$219K -3,999 Closed
VAS
2004
Valicenti Advisory Services
New York
– -$219K -3,998 Closed
VPW
2005
Vericrest Private Wealth
Pennsylvania
– -$217K -3,970 Closed
PAM
2006
Peak Asset Management
Colorado
– -$216K -3,942 Closed
SCI
2007
Stableford Capital II
Arizona
– -$216K -3,935 Closed
PIM
2008
Penobscot Investment Management
Massachusetts
– -$215K -3,931 Closed
BWM
2009
BCS Wealth Management
Tennessee
– -$215K -3,928 Closed
CA
2010
Clune & Associates
Illinois
– -$215K -3,926 Closed
CA
2011
Carson Advisory
Georgia
– -$215K -3,922 Closed
PTP
2012
Platform Technology Partners
New York
– -$215K -3,921 Closed
SFM
2013
Stack Financial Management
Montana
– -$214K -3,912 Closed
BMM
2014
Berkshire Money Management
Massachusetts
– -$213K -3,882 Closed
MPIA
2015
Milestones Private Investment Advisors
New York
– -$212K -3,873 Closed
HWM
2016
Howard Wealth Management
Connecticut
– -$212K -3,870 Closed
MAMG
2017
Milestone Asset Management Group
Connecticut
– -$212K -3,870 Closed
OWP
2018
Obermeyer Wealth Partners
Colorado
– -$211K -3,861 Closed
CCG
2019
Cypress Capital Group
Florida
– -$211K -3,860 Closed
PWP
2020
Prasad Wealth Partners
Ohio
– -$211K -3,847 Closed
EM
2021
Excalibur Management
Massachusetts
– -$210K -3,835 Closed
WC
2022
Woodstock Corp
Massachusetts
– -$210K -3,833 Closed
M
2023
MYeCFO
California
– -$209K -3,820 Closed
TTA
2024
Thor Trading Advisors
Pennsylvania
– -$210K -3,808 Closed
HFP
2025
Holistic Financial Partners
Indiana
– -$208K -3,796 Closed
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