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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
626
Gladstone Institutional Advisory
Florida
$581K +$51.8K +1,765 +10%
HTC
627
Haverford Trust Company
Pennsylvania
$579K -$244K -8,304 -31%
JIR
628
James Investment Research
Ohio
$578K +$329K +11,200 +148%
FFA
629
Fragasso Financial Advisors
Pennsylvania
$577K +$550K +18,754 New
KLCM
630
KG&L Capital Management
Louisiana
$572K -$7.98K -272 -1%
APW
631
Aurora Private Wealth
New Jersey
$570K +$543K +18,508 New
GAB
632
German American Bancorp
Indiana
$568K +$91.9K +3,130 +20%
CA
633
Cornerstone Advisory
Maryland
$567K +$264 +9 +0%
PFG
634
Pacific Financial Group
Washington
$566K +$539K +18,380 New
QAM
635
Q3 Asset Management
Michigan
$562K +$537K +18,284 New
WS
636
Wela Strategies
Georgia
$560K -$26.8K -912 -5%
TNB
637
Thomasville National Bank
Georgia
$559K – – –
LFS
638
Legacy Financial Strategies
Kansas
$556K +$16.8K +573 +3%
IC
639
IEQ Capital
California
$550K +$524K +17,868 New
GIA
640
Granite Investment Advisors
New Hampshire
$546K -$88K -3,000 -14%
GLA
641
Good Life Advisors
Pennsylvania
$543K -$57.7K -1,966 -10%
VWM
642
Valley Wealth Managers
New Jersey
$541K -$3.35K -114 -0.6%
EPA
643
Element Pointe Advisors
Florida
$540K – – –
JWM
644
Jupiter Wealth Management
Colorado
$534K +$509K +17,330 New
WIA
645
Westbourne Investment Advisors
Maryland
$533K +$90.8K +3,095 +22%
LG
646
Leuthold Group
Minnesota
$532K +$50.7K +1,726 +11%
KFC
647
Klingenstein Fields & Co
New York
$529K – – –
SBH
648
Segall Bryant & Hamill
Illinois
$525K -$1.64K -56 -0.3%
C
649
Certuity
Florida
$521K +$497K +16,934 New
WPW
650
Waldron Private Wealth
Pennsylvania
$519K – – –
24 25
26
27 28