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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
626
Boothbay Fund Management
New York
$541K +$268K +9,306 +90%
SBSB
627
Sullivan, Bruyette, Speros & Blaney
Virginia
$537K +$171K +5,937 +44%
AA
628
Apriem Advisors
California
$535K +$28.8K +1,000 +5%
AP
629
Advisor Partners
California
$529K +$29.7K +1,033 +6%
GEM
630
Global Endowment Management
North Carolina
$527K – – –
CLOS
631
Compagnie Lombard Odier SCmA
Switzerland
$524K – – –
PGA
632
Premia Global Advisors
Florida
$523K -$352K -12,238 -19%
PG
633
Patten Group
Tennessee
$522K -$4.03K -140 -0.7%
PGWM
634
Parisi Gray Wealth Management
New Jersey
$520K +$118K +4,092 +27%
SIM
635
Sterling Investment Management
Arizona
$518K -$10.8K -375 -2%
CL
636
CPWM LLC
Washington
$517K +$541K +18,769 New
S
637
SignatureFD
Georgia
$515K -$168K -5,845 -24%
MWAC
638
Mariner Wealth Advisors (Cincinnati)
Ohio
$509K -$8.87K -308 -2%
NCM
639
New Capital Management
Texas
$506K – – –
SCA
640
Sage Capital Advisors
South Dakota
$497K +$520K +18,043 New
KFC
641
Klingenstein Fields & Co
New York
$491K – – –
TNB
642
Thomasville National Bank
Georgia
$489K +$7.06K +245 +1%
SFG
643
StrategIQ Financial Group
Indiana
$489K +$44.1K +1,530 +9%
OCM
644
Orleans Capital Management
Louisiana
$484K +$505K +17,550 New
FHC
645
First Heartland Consultants
Missouri
$481K +$13.5K +469 +3%
BOTW
646
Bank of the West
California
$480K -$63.8K -2,217 -11%
SBIA
647
Sheaff Brock Investment Advisors
Indiana
$480K -$17.2K -597 -3%
STA
648
Summit Trail Advisors
New York
$479K +$530K +18,400 +109%
SBA
649
Secrest Blakey & Associates
North Carolina
$477K – – –
HPC
650
HM Payson & Co
Maine
$474K -$5.47K -190 -1%
24 25
26
27 28