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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
626
WrapManager Inc
California
$331K +$4.44K +178 +1%
LWM
627
Lyons Wealth Management
Florida
$324K -$17K -680 -5%
SS
628
Sunbelt Securities
Texas
$319K -$75.5K -3,025 -20%
IHL
629
Investment House LLC
California
$317K -$306K -12,265 -50%
WVP
630
Worth Venture Partners
New Jersey
$317K -$39.2K -1,573 -11%
MCM
631
MV Capital Management
Maryland
$316K -$900K -36,084 -75%
GEM
632
Global Endowment Management
North Carolina
$310K – – –
JCM
633
Jacobi Capital Management
Pennsylvania
$310K +$69.6K +2,790 +31%
SIA
634
Spruce Investment Advisors
Connecticut
$305K -$2.77K -111 -0.9%
GS
635
Girard Securities
California
$301K -$49.4K -1,981 -14%
BFPW
636
BOK Financial Private Wealth
Colorado
$300K +$290K +11,603 New
WTC
637
WhitTier Trust Company
Nevada
$299K – – –
TC
638
Telemus Capital
Michigan
$297K -$51.1K -2,050 -15%
S
639
SignatureFD
Georgia
$294K -$299K -12,002 -51%
B
640
Brightworth
Georgia
$292K -$49.2K -1,970 -15%
FFBTD
641
First Financial Bank - Trust Division
Ohio
$292K – – –
HT
642
HAP Trading
New York
$289K +$279K +11,164 New
PFGIA
643
Patriot Financial Group Insurance Agency
Massachusetts
$288K +$54.7K +2,192 +25%
SGS
644
Sterling Global Strategies
California
$285K +$699 +28 +0.3%
AWCI
645
Alpine Woods Capital Investors
New York
$284K – – –
BAS
646
Brown Advisory Securities
Maryland
$282K -$11.4K -456 -4%
WAM
647
Wealthspire Advisors (Maryland)
Maryland
$282K +$52.8K +2,115 +24%
DWT
648
Dorsey & Whitney Trust
South Dakota
$279K +$269K +10,784 New
VAM
649
Verity Asset Management
North Carolina
$277K -$75.7K -3,033 -23%
QIM
650
Quest Investment Management
Oregon
$277K – – –
24 25
26
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