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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2051
Jessup Wealth Management
Ohio
– -$159K -2,899 Closed
NL
2052
Navalign LLC
California
– -$108K -1,964 Closed
EPG
2053
Estate Planners Group
Pennsylvania
– -$76.6K -1,399 Closed
W
2054
WealthCollab
Washington
– -$73.9K -1,350 Closed
EI
2055
eCIO Inc
Wisconsin
– -$56.8K -1,038 Closed
GFA
2056
Gladwyn Financial Advisors
Virginia
– -$44.1K -804 Closed
DWA
2057
Dougherty Wealth Advisers
Minnesota
– -$43.8K -800 Closed
EWA
2058
EQ Wealth Advisors
Texas
– -$38.8K -709 Closed
CW
2059
Curio Wealth
Maryland
– -$34.8K -625 Closed
KBFS
2060
Kohmann Bosshard Financial Services
Ohio
– -$33.7K -615 Closed
CWP
2061
Concord Wealth Partners
Virginia
– -$33K -603 Closed
PAI
2062
Pittenger & Anderson Inc
Nebraska
– -$19.2K -350 Closed
FMP
2063
Financial Management Professionals
Texas
– -$16.8K -307 Closed
UIC
2064
Uniplan Investment Counsel
Wisconsin
– -$15.4K -281 Closed
OA
2065
Operose Advisors
Wisconsin
– -$14.3K -262 Closed
PSFG
2066
Park Square Financial Group
Georgia
– -$12K -248 Closed
CF
2067
Collier Financial
Colorado
– -$11.5K -210 Closed
MPW
2068
MASECO Private Wealth
– -$11.5K -210 Closed
YAL
2069
Your Advocates Ltd
Texas
– -$11.1K -203 Closed
FWP
2070
FAS Wealth Partners
Kansas
– -$5.11K -93 Closed
PCA
2071
PMV Capital Advisers
Texas
– -$4.07K -74 Closed
CRI
2072
Commonwealth Retirement Investments
Virginia
– -$4K -73 Closed
DF
2073
DecisionPoint Financial
Arizona
– -$3.01K -55 Closed
EP
2074
Essential Partners
California
– -$2.19K -40 Closed
CFS
2075
Compass Financial Services
Iowa
– -$1.12K -20 Closed
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