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State Street Communication Services Select Sector SPDR ETF
XLC

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
951
Essex Financial Services
Connecticut
$227K +$222K +1,930 New
MHR
952
Matthew Hamilton Rosenberg
$227K – – –
NPT
953
National Philanthropic Trust
Pennsylvania
$227K +$222K +1,926 New
BP
954
Broadleaf Partners
Ohio
$226K – – –
KFI
955
Key Financial Inc
Pennsylvania
$225K +$47.6K +414 +28%
MAP
956
Managed Asset Portfolios
Michigan
$223K – – –
PP
957
Patron Partners
Texas
$223K -$1.04K -9 -0.5%
PA
958
Parallel Advisors
California
$222K +$23.5K +204 +12%
AIA
959
Acute Investment Advisory
Arizona
$222K -$52.1K -453 -19%
WCM
960
Whitener Capital Management
North Carolina
$222K +$217K +1,889 New
CVA
961
Central Valley Advisors
California
$222K – – –
E
962
Entelevest
Florida
$222K +$217K +1,882 New
AWM
963
Accurate Wealth Management
Florida
$221K -$18.3K -159 -8%
DWM
964
Dopkins Wealth Management
New York
$220K – – –
CSC
965
Caldwell Sutter Capital
California
$219K – – –
CSA
966
Cottage Street Advisors
Massachusetts
$219K +$214K +1,860 New
TI
967
tru Independence
Oregon
$217K -$16.2K -141 -7%
SAM
968
Smartleaf Asset Management
Massachusetts
$217K +$10.4K +90 +5%
JWA
969
JFS Wealth Advisors
Pennsylvania
$216K -$14.5K -126 -6%
CASB
970
Cape Ann Savings Bank
Massachusetts
$216K – – –
BP
971
BBR Partners
New York
$215K -$54.4K -473 -21%
MEAC
972
M.E. Allison & Co
Texas
$214K +$115 +1 +0.1%
RWP
973
RWA Wealth Partners
Massachusetts
$214K -$54.7K -475 -21%
AA
974
Addison Advisors
Vermont
$213K – – –
BONH
975
Bank of New Hampshire
New Hampshire
$213K – – –
37 38
39
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