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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
601
Powell Investment Advisors
Florida
$1.03M +$557K +16,026 +101%
ISL
602
Ingalls & Snyder LLC
New York
$1.02M – – –
WJWM
603
Williams Jones Wealth Management
New York
$1.02M +$70.7K +2,034 +7%
RAM
604
Riggs Asset Management
Pennsylvania
$1.01M -$77.3K -2,223 -7%
MA
605
Montag & Associates
Georgia
$1.01M -$54.6K -1,572 -5%
OCPWS
606
One Charles Private Wealth Services
Massachusetts
$999K +$365K +10,492 +51%
NM
607
NWI Management
New York
$997K +$1.08M +31,000 New
SIC
608
Sigma Investment Counselors
Michigan
$995K -$26.4K -760 -2%
FIA
609
Foundations Investment Advisors
Arizona
$992K -$360K -10,359 -25%
SSWM
610
Smith Salley Wealth Management
North Carolina
$988K -$47.3K -1,361 -4%
CHJWM
611
Carlton Hofferkamp & Jenks Wealth Management
Texas
$985K -$120K -3,464 -10%
PVI
612
Pine Valley Investments
New Jersey
$975K +$1.34M +38,492 New
SFPG
613
Stonebridge Financial Planning Group
Florida
$973K +$1.05M +30,260 New
GEA
614
Glen Eagle Advisors
New Jersey
$972K -$45.4K -1,306 -4%
SCM
615
Spreng Capital Management
Ohio
$970K -$29.5K -850 -3%
LC
616
Lavaca Capital
Texas
$962K – – –
PMIA
617
Patrick Mauro Investment Advisor
Illinois
$962K -$38.1K -1,095 -4%
DC
618
Davenport & Co
Virginia
$954K -$721K -20,744 -41%
AF
619
Advisornet Financial
Minnesota
$954K -$24.3K -700 -2%
MSS
620
Mitchell Sinkler & Starr
Pennsylvania
$953K -$422K -12,130 -29%
DC
621
Diametric Capital
Massachusetts
$945K +$1.02M +29,397 New
AP
622
Appleton Partners
Massachusetts
$942K +$27.2K +784 +3%
EFS
623
Essex Financial Services
Connecticut
$936K -$30K -862 -3%
JCM
624
Jacobi Capital Management
Pennsylvania
$934K +$40.1K +1,155 +4%
CS
625
Comerica Securities
Michigan
$932K -$248K -7,129 -20%
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