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State Street Communication Services Select Sector SPDR ETF
XLC

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
801
ABLE Financial Group
Arizona
$414K +$17K +148 +4%
FWSM
802
First Wilshire Securities Management
California
$412K – – –
PGFG
803
Pine Grove Financial Group
Minnesota
$409K +$400K +3,473 New
DI
804
Disciplined Investors
Texas
$406K – – –
APW
805
Axim Planning & Wealth
Ohio
$406K -$17K -148 -4%
QT
806
Quantbot Technologies
New York
$405K -$678K -5,887 -63%
UOTTAIMCU
807
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$405K -$99.7K -866 -20%
FFA
808
Founders Financial Alliance
North Carolina
$404K +$575 +5 +0.1%
CFC
809
Coyle Financial Counsel
Illinois
$402K – – –
WWM
810
Walser Wealth Management
Florida
$401K +$392K +3,409 New
V
811
ViaWealth
Kansas
$401K – – –
SWP
812
Sagespring Wealth Partners
Tennessee
$400K -$34.5K -300 -8%
BRPW
813
Ballast Rock Private Wealth
South Carolina
$397K +$388K +3,370 New
MWM
814
Meridian Wealth Management
Kentucky
$396K +$52.6K +457 +16%
AA
815
Acorns Advisers
California
$396K +$62.3K +541 +19%
FIM
816
Freedom Investment Management
Connecticut
$396K -$979K -8,507 -72%
CT
817
Chicago Trust
Illinois
$393K +$59.4K +516 +18%
BF
818
BOK Financial
Oklahoma
$392K -$4.72K -41 -1%
AFA
819
Arlington Financial Advisors
California
$391K – – –
TWA
820
Talisman Wealth Advisors
New Jersey
$385K -$75.8K -659 -17%
CMAI
821
Capital Management Associates Inc
Minnesota
$384K +$376K +3,265 New
PCOTEOTHU
822
Provident Company of the Employees of the Hebrew University
Israel
$383K – – –
KPWM
823
KDK Private Wealth Management
Texas
$380K – – –
SW
824
SkyOak Wealth
Michigan
$379K – – –
RWPA
825
Richard W. Paul & Associates
Michigan
$377K -$58.6K -509 -14%
31 32
33
34 35