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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
576
Optas LLC
Texas
$745K +$711K +24,225 New
CMI
577
Clare Market Investments
Texas
$744K +$255K +8,692 +56%
GIM
578
Goelzer Investment Management
Indiana
$742K -$9.36K -319 -1%
LPT
579
Legacy Private Trust
Wisconsin
$740K +$3.23K +110 +0.5%
CCM
580
Covington Capital Management
California
$739K – – –
FBA
581
Front Barnett Associates
Illinois
$738K -$14.7K -502 -2%
VCP
582
Verus Capital Partners
Arizona
$738K +$703K +23,969 New
BJL
583
Brighton Jones LLC
Washington
$736K -$35.9K -1,223 -5%
VLC
584
Van Leeuwen & Company
New Jersey
$735K -$15.4K -525 -2%
MOS
585
MGO One Seven
Ohio
$731K +$26.4K +901 +4%
SPIO
586
Seven Post Investment Office
California
$729K +$696K +23,700 New
PA
587
Parallel Advisors
California
$727K -$93.2K -3,175 -12%
SSB
588
Sandy Spring Bank
Maryland
$726K – – –
MHS
589
M Holdings Securities
Oregon
$720K -$33.3K -1,133 -5%
SAM
590
Sawgrass Asset Management
Florida
$704K -$396K -13,500 -37%
EP
591
Edgestream Partners
New Jersey
$700K -$254K -8,662 -28%
RIA
592
Realta Investment Advisors
Delaware
$692K -$588K -20,020 -47%
SIM
593
Sterling Investment Management
Arizona
$691K -$28.6K -975 -4%
CFGS
594
Concourse Financial Group Securities
Alabama
$687K +$346K +11,773 +112%
PWS
595
Private Wealth Strategies
Ohio
$687K +$655K +22,324 New
BC
596
Brinker Capital
Pennsylvania
$686K +$53.1K +1,810 +9%
MSAM
597
Moloney Securities Asset Management
Missouri
$683K -$2.94K -100 -0.4%
VFA
598
Voya Financial Advisors
Connecticut
$679K +$51.5K +1,755 +9%
WI
599
Wintrust Investments
Illinois
$678K -$2.94K -100 -0.5%
TP
600
Tranquility Partners
Tennessee
$678K +$29.3K +998 +5%
22 23
24
25 26