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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
601
Covington Capital Management
California
$603K +$1.07K +40 +0.2%
FHA
602
Flagship Harbor Advisors
Massachusetts
$603K +$54.7K +2,045 +11%
PAM
603
Private Asset Management
California
$592K -$34.5K -1,289 -6%
EW
604
Evoke Wealth
California
$592K +$386K +14,414 +254%
FNBT
605
FineMark National Bank & Trust
Florida
$579K – – –
BCA
606
Bay Colony Advisors
Massachusetts
$579K +$4.66K +174 +0.9%
RWA
607
Ropes Wealth Advisors
Massachusetts
$579K +$254K +9,508 +94%
AFA
608
American Financial Advisors
Georgia
$576K +$5.48K +205 +1%
HSA
609
HBK Sorce Advisory
Pennsylvania
$575K +$102K +3,796 +24%
BAM
610
Berkshire Asset Management
Pennsylvania
$574K +$105K +3,919 +25%
EVM
611
Eaton Vance Management
Massachusetts
$571K -$41.3K -1,543 -7%
EFSCE
612
Enterprise Financial Services Corp (EFSC)
Missouri
$570K -$2.81K -105 -0.5%
FA
613
Fagan Associates
New York
$567K – – –
CT
614
Caldwell Trust
Florida
$565K -$29K -1,085 -5%
KLCM
615
KG&L Capital Management
Louisiana
$563K +$19.6K +732 +4%
GEM
616
Global Endowment Management
North Carolina
$561K +$509K +19,030 New
SIM
617
Sterling Investment Management
Arizona
$560K -$37.9K -1,415 -7%
TNB
618
Thomasville National Bank
Georgia
$558K +$30.1K +1,125 +6%
WWS
619
Wellington Wealth Strategies
Indiana
$552K +$393K +14,691 New
APW
620
Aurora Private Wealth
New Jersey
$551K -$187 -7 -0%
LWM
621
Lyell Wealth Management
California
$549K -$112K -4,184 -18%
CRC
622
Curi RMB Capital
Illinois
$549K +$498K +18,614 New
BCM
623
Bourgeon Capital Management
Connecticut
$546K – – –
SAMT
624
Select Asset Management & Trust
Pennsylvania
$545K +$494K +18,478 New
KFS
625
Kaizen Financial Strategies
California
$543K +$493K +18,416 New
23 24
25
26 27