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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
401
Fernwood Investment Management
Massachusetts
$369K -$363K -19,032 -50%
EFS
402
Essex Financial Services
Connecticut
$369K +$54.4K +2,848 +18%
RMAM
403
Raab & Moskowitz Asset Management
New Jersey
$363K -$21.4K -1,120 -6%
RBC
404
Ronald Blue & Co
Georgia
$359K +$67.2K +3,519 +24%
HFS
405
HL Financial Services
Kentucky
$356K -$3.13M -163,932 -90%
CFC
406
Coyle Financial Counsel
Illinois
$356K +$12.4K +650 +4%
AAS
407
Annex Advisory Services
Wisconsin
$352K +$3.42K +179 +1%
RW
408
Rand Wealth
Maryland
$350K – – –
CIC
409
Carnegie Investment Counsel
Ohio
$341K -$9.51K -498 -3%
SBH
410
Segall Bryant & Hamill
Illinois
$335K – – –
HPC
411
HM Payson & Co
Maine
$334K -$3.27K -171 -1%
PCM
412
Parsons Capital Management
Rhode Island
$334K – – –
DIA
413
Denver Investment Advisors
Colorado
$322K +$2.02K +106 +0.6%
CC
414
Courier Capital
New York
$318K -$98.6K -5,166 -24%
SNT
415
Security National Trust
West Virginia
$316K – – –
EWA
416
Exencial Wealth Advisors
Oklahoma
$316K +$5.8K +304 +2%
PWM
417
ParenteBeard Wealth Management
Pennsylvania
$312K +$304K +15,928 New
BAS
418
Brown Advisory Securities
Maryland
$307K +$14.3K +747 +5%
FUBT
419
First United Bank & Trust
Maryland
$306K -$50.2K -2,631 -14%
BPCA
420
Bank Pictet & Cie (Asia)
Singapore
$306K +$298K +15,595 New
EVC
421
Eidelman Virant Capital
Missouri
$304K -$17.1K -894 -5%
JIC
422
Johnson Investment Counsel
Ohio
$301K -$26.1K -1,367 -8%
11A
423
10-15 Associates
New York
$301K +$294K +15,396 New
SFA
424
Sequoia Financial Advisors
Ohio
$300K +$12.8K +672 +5%
AF
425
Arrow Financial
New York
$299K -$4.35K -228 -1%
15 16
17
18 19