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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
526
Parallel Advisors
California
$2.22M +$591K +13,541 +38%
TI
527
Tidal Investments
Wisconsin
$2.22M +$1.49M +34,243 +231%
OCPWS
528
One Charles Private Wealth Services
Massachusetts
$2.21M -$330K -7,566 -13%
BCA
529
Bay Colony Advisors
Massachusetts
$2.2M +$72.5K +1,661 +4%
MIM
530
Miller Investment Management
Pennsylvania
$2.19M -$384K -8,794 -15%
SW
531
SMART Wealth
Nebraska
$2.18M +$973K +22,290 +86%
SFP
532
Sandbox Financial Partners
Maryland
$2.17M +$46.4K +1,064 +2%
BJL
533
Brighton Jones LLC
Washington
$2.15M -$180K -4,124 -8%
IFPG
534
Intrepid Financial Planning Group
Indiana
$2.15M -$208K -4,770 -9%
BFG
535
Beacon Financial Group
Texas
$2.14M -$26.9K -617 -1%
WAS
536
WESPAC Advisors SoCal
California
$2.14M +$297K +6,812 +17%
FHA
537
First Horizon Advisors
Tennessee
$2.13M +$53.4K +1,224 +3%
MAP
538
Managed Asset Portfolios
Michigan
$2.12M +$2.04M +46,759 New
KIG
539
Kessler Investment Group
Indiana
$2.11M +$144K +3,310 +8%
RAM
540
Riggs Asset Management
Pennsylvania
$2.08M +$432K +9,911 +28%
RFO
541
RiverGlades Family Offices
Florida
$2.05M +$125K +2,860 +7%
FGA
542
Fortis Group Advisors
New Jersey
$2.05M -$1.86M -42,663 -49%
JIC
543
Johnson Investment Counsel
Ohio
$2.04M +$207K +4,751 +12%
PWM
544
Perigon Wealth Management
California
$2.03M -$110K -2,530 -5%
OSAM
545
O'Shaughnessy Asset Management
Connecticut
$2.03M +$333K +7,625 +21%
CSPIA
546
Cary Street Partners Investment Advisory
Virginia
$2.02M -$538K -12,336 -22%
AF
547
Apexium Financial
Texas
$2.02M +$32.1K +736 +2%
KDA
548
Kraft Davis & Associates
Missouri
$2.01M +$670K +15,348 +55%
DILH
549
Dai-ichi Life Holdings
Japan
$2M -$30.5K -700 -2%
HCMT
550
Highland Capital Management (Tennessee)
Tennessee
$1.99M -$20.7K -475 -1%
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