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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
501
Edge Wealth Management
New York
$110K +$31K +1,532 +38%
CFG
502
Citizens Financial Group
Rhode Island
$107K – – –
WAS
503
Winch Advisory Services
Wisconsin
$102K +$102K +5,062 New
FPFS
504
First Personal Financial Services
North Carolina
$102K +$103K +5,081 New
LBG
505
Lloyds Banking Group
United Kingdom
$101K – – –
RPG
506
Risk Paradigm Group
Texas
$97.9K – – –
MAM
507
Meeder Asset Management
Ohio
$97K +$13.3K +656 +16%
FPTW
508
Franklin, Parlapiano, Turner & Welch
Texas
$90K – – –
PFBT
509
Parkside Financial Bank & Trust
Missouri
$85K -$23.9K -1,181 -22%
CAL
510
Capital Analysts LLC
Pennsylvania
$84.1K -$34.6K -1,709 -29%
TWA
511
TCI Wealth Advisors
Arizona
$79K +$76.1K +3,759 +2,198%
SIM
512
Sonora Investment Management
Arizona
$76.1K -$3.46K -171 -4%
BBPWM
513
Blue Bell Private Wealth Management
Pennsylvania
$76K – – –
AA
514
AlphaMark Advisors
Kentucky
$72K -$43.8K -2,165 -38%
AIM
515
Anchor Investment Management
South Carolina
$65.1K +$18.5K +912 +39%
LWA
516
Lenox Wealth Advisors
New York
$57K -$25K -1,236 -30%
MPWT
517
MassMutual Private Wealth & Trust
Connecticut
$56.8K +$6.03K +298 +12%
HPBT
518
High Point Bank & Trust
North Carolina
$54K – – –
TSW
519
Thompson Siegel & Walmsley
Virginia
$53K – – –
WOC
520
West Oak Capital
California
$51.8K – – –
VC
521
Vestor Capital
Illinois
$51K +$51.9K +2,563 New
CIM
522
Contravisory Investment Management
Massachusetts
$49K -$686K -33,874 -93%
WI
523
Wintrust Investments
Illinois
$49K +$553K +27,341 New
FMII
524
Farmers & Merchants Investments Inc
Nebraska
$48K +$1.11K +55 +2%
WEC
525
Winslow Evans & Crocker
Massachusetts
$47.5K -$23.1K -1,143 -33%
19 20
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