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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
526
Telemetry Investments
New York
$578K +$568K +25,000 New
OIA
527
OneDigital Investment Advisors
Kansas
$576K +$223K +9,804 +68%
AF
528
Allworth Financial
California
$575K +$537K +23,649 +1,945%
CCM
529
Chilton Capital Management
Texas
$569K +$44.5K +1,959 +9%
LNB
530
Ledyard National Bank
$566K -$56.9K -2,504 -9%
CAG
531
Csenge Advisory Group
Florida
$559K +$164K +7,202 +42%
9WM
532
9258 Wealth Management
Ohio
$554K +$279K +12,308 +106%
CB
533
Community Bank
New York
$552K -$172K -7,574 -24%
RIA
534
RPG Investment Advisory
California
$550K -$16.1K -710 -3%
SPIO
535
Seven Post Investment Office
California
$548K – – –
MTIM
536
Marathon Trading Investment Management
Pennsylvania
$547K +$537K +23,643 New
TP
537
Tranquility Partners
Tennessee
$547K +$537K +23,650 New
MOS
538
MGO One Seven
Ohio
$545K +$81.6K +3,594 +18%
FBFS
539
First Business Financial Services
Wisconsin
$545K +$248K +10,900 +86%
PAS
540
Partnervest Advisory Services
California
$545K +$535K +23,540 New
JCM
541
Jacobi Capital Management
Pennsylvania
$544K +$18.8K +829 +4%
BCA
542
Bay Colony Advisors
Massachusetts
$542K -$53.7K -2,364 -9%
FBA
543
Front Barnett Associates
Illinois
$538K -$12K -530 -2%
DBRC
544
D.B. Root & Company
Pennsylvania
$533K -$86.5K -3,810 -14%
NF
545
Nikulski Financial
Iowa
$525K -$72.6K -3,195 -12%
GRP
546
Global Retirement Partners
California
$524K -$389K -17,116 -43%
SCM
547
Schnieders Capital Management
California
$520K -$681 -30 -0.1%
CG
548
Caprock Group
Idaho
$514K +$504K +22,209 New
BCM
549
BTR Capital Management
California
$511K -$426K -18,740 -46%
GWM
550
Geneos Wealth Management
Colorado
$511K +$129K +5,681 +33%
20 21
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