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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
476
SOL Capital Management
Maryland
$837K – – –
CG
477
Colony Group
Massachusetts
$837K +$28.5K +1,032 +4%
RFN
478
RDA Financial Network
Iowa
$833K +$221 +8 +0%
GBT
479
Grove Bank & Trust
Florida
$827K -$23.3K -844 -3%
BCWM
480
Bartlett & Co Wealth Management
Ohio
$825K -$38.8K -1,407 -5%
BC
481
Bartlett & Co
Ohio
$825K -$38.8K -1,407 -5%
LCOV
482
London Company of Virginia
Virginia
$823K +$812K +29,400 New
LNB
483
Ledyard National Bank
$822K -$5.49K -199 -0.7%
AWM
484
Altavista Wealth Management
North Carolina
$819K -$562K -20,349 -41%
MBT
485
Montecito Bank & Trust
California
$795K +$329K +11,925 +72%
PLU
486
Performa Ltd (US)
South Carolina
$787K – – –
EWM
487
Evercore Wealth Management
New York
$768K +$50.9K +1,845 +7%
SFM
488
Signet Financial Management
New Jersey
$768K +$82.4K +2,984 +13%
NWP
489
Northstar Wealth Partners
Connecticut
$767K -$20.7K -750 -3%
AI
490
Accredited Investors
Minnesota
$766K – – –
SS
491
Sunbelt Securities
Texas
$766K +$388K +14,067 +106%
PP
492
Patten & Patten
Tennessee
$763K -$24.8K -900 -3%
HTC
493
Haverford Trust Company
Pennsylvania
$759K -$1.72M -62,355 -70%
MIG
494
McGuire Investment Group
Rhode Island
$757K -$63.5K -2,301 -8%
TFGT
495
TS Financial Group (TSFG)
Illinois
$757K -$32.8K -1,188 -4%
WB
496
Webster Bank
Connecticut
$754K -$38K -1,375 -5%
AWM
497
Alterna Wealth Management
Texas
$753K +$742K +26,893 New
MCM
498
MAI Capital Management
Ohio
$752K +$36K +1,303 +5%
PCA
499
Peddock Capital Advisors
Massachusetts
$751K -$20.1K -728 -3%
PA
500
Parallel Advisors
California
$750K -$86.5K -3,134 -10%
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