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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
451
Simcoe Capital Management
New York
$702K +$928K +33,700 New
EWM
452
EPG Wealth Management
Georgia
$700K +$228K +8,280 +33%
CFA
453
Carroll Financial Associates
North Carolina
$699K -$8.07K -293 -0.9%
CRC
454
Curi RMB Capital
Illinois
$687K -$57.8K -2,099 -6%
EWM
455
Evercore Wealth Management
New York
$685K +$186K +6,755 +26%
NB
456
NBT Bank
New York
$682K -$13.3K -484 -1%
HAS
457
HBW Advisory Services
California
$678K -$203K -7,389 -19%
EGA
458
E&G Advisors
Texas
$677K -$132K -4,800 -13%
IFG
459
Independent Financial Group
California
$675K +$893K +32,438 New
LG
460
Leuthold Group
Minnesota
$675K +$417K +15,149 +88%
BCM
461
Boltwood Capital Management
California
$674K -$143K -5,194 -14%
DIP
462
DT Investment Partners
Pennsylvania
$656K – – –
CB
463
Community Bank
New York
$654K +$848K +30,820 +5,137%
OIA
464
Optimum Investment Advisors
Illinois
$651K -$140K -5,099 -14%
KIG
465
Kessler Investment Group
Indiana
$650K +$293K +10,648 +52%
BKA
466
Brick & Kyle Associates
Pennsylvania
$649K -$28.1K -1,020 -3%
IP
467
Intellectus Partners
California
$648K -$393K -14,261 -31%
CCMD
468
Cypress Capital Management (Delaware)
Delaware
$646K – – –
MIG
469
McGuire Investment Group
Rhode Island
$637K +$90.8K +3,298 +12%
PAS
470
Park Avenue Securities
New York
$632K -$41.7K -1,514 -5%
DWT
471
Dorsey & Whitney Trust
South Dakota
$625K +$18.7K +679 +2%
PCA
472
Peddock Capital Advisors
Massachusetts
$623K +$38.9K +1,413 +5%
MIM
473
Marco Investment Management
Georgia
$622K -$13.6K -493 -2%
RIA
474
Realta Investment Advisors
Delaware
$620K +$190K +6,885 +30%
BF
475
BOK Financial
Oklahoma
$615K -$56.1K -2,036 -6%
17 18
19
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