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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
LPC
601
Loeb Partners Corp
New York
$356K – – –
B
602
Bridgeworth
Alabama
$356K +$27.4K +1,145 +8%
SS
603
Sunbelt Securities
Texas
$353K +$59K +2,465 +20%
CT
604
Cambridge Trust
Massachusetts
$352K -$689K -28,776 -66%
LPT
605
Legacy Private Trust
Wisconsin
$349K -$311 -13 -0.1%
FAM
606
Formidable Asset Management
Ohio
$349K +$35K +1,460 +11%
MAM
607
Meeder Asset Management
Ohio
$346K +$156K +6,518 +81%
MCM
608
MV Capital Management
Maryland
$345K -$693K -28,935 -67%
BKA
609
Brick & Kyle Associates
Pennsylvania
$345K +$79.1K +3,301 +29%
GIA
610
Granite Investment Advisors
New Hampshire
$340K +$343K +14,313 New
PC
611
Palo Capital
California
$338K -$8.05K -336 -2%
MC
612
Moors & Cabot
Massachusetts
$337K -$395K -16,509 -54%
GT
613
Greenleaf Trust
Michigan
$332K – – –
PFO
614
Pathstone Family Office
New Jersey
$328K – – –
CIM
615
Cetera Investment Management
California
$323K -$343K -14,323 -51%
SFWA
616
Summit Financial Wealth Advisors
Louisiana
$323K -$2.4K -100 -0.7%
EWM
617
Edge Wealth Management
New York
$323K +$206K +8,600 +173%
PCM
618
Parsons Capital Management
Rhode Island
$321K -$2.4K -100 -0.7%
CCMW
619
Cypress Capital Management (Wyoming)
Wyoming
$319K +$3.59K +150 +1%
CPA
620
Clear Perspective Advisors
Illinois
$318K -$19.6K -817 -6%
RW
621
Rand Wealth
Maryland
$318K – – –
11A
622
10-15 Associates
New York
$315K +$318K +13,293 New
B
623
Brightworth
Georgia
$314K – – –
PWW
624
Pettyjohn Wood & White
Virginia
$304K – – –
SCM
625
Stellar Capital Management
Arizona
$303K +$86.3K +3,605 +39%
23 24
25
26 27