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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
351
Institute for Wealth Management
Colorado
$1.86M +$1.82M +76,627 New
FWCM
352
Ferguson Wellman Capital Management
Oregon
$1.86M +$1.42K +60 +0.1%
CAM
353
Cypress Asset Management
Texas
$1.84M +$22.1K +930 +1%
NA
354
NewEdge Advisors
Louisiana
$1.83M +$818K +34,470 +89%
AFM
355
Abbot Financial Management
Massachusetts
$1.79M +$1.73M +72,688 New
CCT
356
Country Club Trust
Missouri
$1.76M +$71K +2,990 +4%
CAS
357
Cue Advisory Services
Arizona
$1.72M +$689K +29,042 +72%
NFG
358
Next Financial Group
Texas
$1.71M +$182K +7,654 +12%
CFA
359
Carroll Financial Associates
North Carolina
$1.71M +$242K +10,182 +17%
JGIA
360
Jackson Grant Investment Advisers
Connecticut
$1.69M +$6.6K +278 +0.4%
SFG
361
SNS Financial Group
Minnesota
$1.67M -$2.78K -117 -0.2%
AWM
362
AE Wealth Management
Kansas
$1.67M +$876K +36,909 +120%
MAM
363
Marquette Asset Management
Minnesota
$1.66M – – –
SWM
364
Strategic Wealth Management
Washington
$1.65M +$754K +31,750 +91%
DLCIG
365
D.L. Carlson Investment Group
New Hampshire
$1.65M +$356K +14,984 +29%
GWM
366
Greenwich Wealth Management
Connecticut
$1.64M +$278K +11,696 +21%
MBT
367
Monroe Bank & Trust
Michigan
$1.63M -$1.66K -70 -0.1%
ASN
368
Advisory Services Network
Georgia
$1.62M +$651K +27,439 +71%
ABC
369
Associated Banc-Corp
Wisconsin
$1.62M +$116K +4,877 +8%
GKWIM
370
Gerber Kawasaki Wealth & Investment Management
California
$1.61M -$523K -22,024 -25%
WIM
371
Westside Investment Management
California
$1.6M +$172K +7,229 +13%
SAM
372
Sequent Asset Management
Texas
$1.6M +$28.5K +1,199 +2%
LCM
373
Lee Capital Management
New York
$1.54M +$14.6K +615 +1%
PMG
374
ProVise Management Group
Florida
$1.52M -$976K -41,137 -40%
BCP
375
Berkeley Capital Partners
Georgia
$1.49M +$772K +32,544 +117%
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