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State Street Communication Services Select Sector SPDR ETF
XLC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
1051
Smallwood Wealth Investment Management
New Jersey
$26.8K – – –
SIC
1052
Salem Investment Counselors
North Carolina
$26.2K +$2.78K +25 +13%
BWL
1053
Bogart Wealth LLC
Virginia
$25.4K – – –
MSFP
1054
Mark Sheptoff Financial Planning
Connecticut
$25.3K – – –
SIS
1055
Sound Income Strategies
Florida
$25K -$6.78K -61 -22%
AIP
1056
Ameritas Investment Partners
Nebraska
$24.9K – – –
BL
1057
Balentine LLC
Georgia
$23.7K – – –
OC
1058
Oakworth Capital
Alabama
$21.9K – – –
PCFFS
1059
Pacific Center for Financial Services
California
$21.3K – – –
RFP
1060
Root Financial Partners
California
$21.2K +$19.9K +179 New
VCM
1061
Versant Capital Management
Arizona
$20.8K – – –
HWA
1062
Heartwood Wealth Advisors
Virginia
$20.6K +$19.3K +174 New
PWA
1063
Provenance Wealth Advisors
Florida
$20.5K – – –
ME
1064
McIlrath & Eck
Washington
$20.4K – – –
CJ
1065
Caitlin John
Michigan
$19.2K +$18K +162 New
KG
1066
Kilter Group
New York
$19.2K – – –
MPWT
1067
MassMutual Private Wealth & Trust
Connecticut
$18.7K – – –
VA
1068
Vestwell Advisors
New York
$18.5K – – –
CAM
1069
Costello Asset Management
Pennsylvania
$17.8K +$16.7K +150 New
GWS
1070
Glassman Wealth Services
Virginia
$17.8K – – –
JFGIW
1071
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.5K – – –
VNA
1072
Valley National Advisers
Pennsylvania
$17K +$3.11K +28 +24%
GF
1073
GGM Financials
Ohio
$16.3K +$15.3K +138 New
TCOT
1074
Trust Company of Toledo
Ohio
$16.1K – – –
PFM
1075
Phillips Financial Management
Indiana
$16K +$15K +135 New
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