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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
576
Cannell & Spears
New York
$661K -$28.7K -1,105 -4%
WB
577
Webster Bank
Connecticut
$658K -$51.5K -1,982 -7%
OMC
578
Overbrook Management Corp
New York
$655K -$481K -18,535 -40%
MOS
579
MGO One Seven
Ohio
$654K +$122K +4,683 +21%
VR
580
Viridian RIA
Washington
$645K -$498K -19,164 -41%
PSG
581
Planning Solutions Group
Maryland
$639K +$697K +26,829 New
MCM
582
MAI Capital Management
Ohio
$636K +$142K +5,469 +26%
PAM
583
Private Asset Management
California
$630K -$8.54K -329 -1%
RIA
584
RPG Investment Advisory
California
$630K +$17.4K +670 +3%
AC
585
Abbrea Capital
California
$628K +$38.3K +1,475 +6%
JFM
586
Jackson Financial Management
California
$625K -$31.9K -1,230 -4%
DCM
587
Donaldson Capital Management
Indiana
$622K +$398K +15,341 +142%
EWM
588
Evercore Wealth Management
New York
$621K -$134K -5,169 -17%
EWA
589
Exencial Wealth Advisors
Oklahoma
$614K -$216K -8,311 -24%
FNBT
590
FineMark National Bank & Trust
Florida
$611K +$62.7K +2,415 +10%
WTC
591
WhitTier Trust Company
Nevada
$610K +$268K +10,336 +68%
KWM
592
Kingsview Wealth Management
Oregon
$607K -$128K -4,927 -16%
SCM
593
Schnieders Capital Management
California
$604K -$55.5K -2,136 -8%
RG
594
Rikoon Group
New Mexico
$603K +$7.84K +302 +1%
AFA
595
American Financial Advisors
Georgia
$598K +$652K +25,087 New
DCM
596
Dimension Capital Management
Florida
$596K +$23.9K +921 +4%
DA
597
DSC Advisors
Illinois
$596K +$649K +25,000 New
RCG
598
Ruggie Capital Group
Florida
$594K -$233K -8,977 -26%
SFG
599
StrategIQ Financial Group
Indiana
$590K -$179K -6,884 -22%
SDAM
600
Shulman DeMeo Asset Management
New York
$585K +$638K +24,568 New
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