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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
626
Sargent Bickham Lagudis
Colorado
$576K +$158K +5,868 +40%
WSFS
627
Wilmington Savings Fund Society
Delaware
$570K +$11.3K +421 +2%
BCA
628
Berman Capital Advisors
Georgia
$568K +$547K +20,339 New
PP
629
PDT Partners
New York
$564K -$2.47M -91,900 -82%
MAM
630
Meeder Asset Management
Ohio
$560K +$70.2K +2,608 +15%
SWM
631
SeaCrest Wealth Management
New York
$558K +$538K +19,976 New
RMAM
632
Raab & Moskowitz Asset Management
New Jersey
$555K – – –
SHJ
633
Sharkey, Howes & Javer
Colorado
$554K – – –
USGIU
634
U.S. Global Investors (USGI)
Texas
$550K +$75.3K +2,800 +17%
BOTW
635
Bank of the West
California
$547K -$35.9K -1,336 -6%
AP
636
Advisor Partners
California
$536K +$10.5K +389 +2%
SIM
637
Sterling Investment Management
Arizona
$535K +$106K +3,954 +26%
GEM
638
Global Endowment Management
North Carolina
$534K +$192K +7,130 +59%
PG
639
Patten Group
Tennessee
$533K +$6.19K +230 +1%
OAM
640
Oppenheimer Asset Management
New York
$532K – – –
CLOS
641
Compagnie Lombard Odier SCmA
Switzerland
$530K -$4.55M -169,050 -90%
APP
642
Avantax Planning Partners
Iowa
$524K -$34.9K -1,298 -6%
MWAC
643
Mariner Wealth Advisors (Cincinnati)
Ohio
$524K +$123K +4,588 +32%
DIP
644
DT Investment Partners
Pennsylvania
$517K – – –
MA
645
Mutual Advisors
Nebraska
$515K +$497K +18,467 New
NCM
646
New Capital Management
Texas
$513K – – –
AA
647
Apriem Advisors
California
$513K +$38.6K +1,436 +8%
FHA
648
First Horizon Advisors
Tennessee
$511K -$13.5K -500 -3%
HB
649
Homrich & Berg
Georgia
$510K +$492K +18,269 New
STA
650
Summit Trail Advisors
New York
$509K +$456K +16,949 New
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