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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
ARG
676
Advisory Resource Group
Oklahoma
$349K -$168K -6,206 -33%
C
677
Cerebellum
California
$348K – – –
UFF
678
USA Financial Formulas
Michigan
$348K +$27K +998 +8%
GVAG
679
Great Valley Advisor Group
Delaware
$348K +$340K +12,549 New
H
680
HoyleCohen
California
$347K +$341K +12,582 New
FWSM
681
First Wilshire Securities Management
California
$346K – – –
BWM
682
Brickley Wealth Management
California
$344K – – –
AIL
683
AGF Investments LLC
Ontario, Canada
$343K +$315K +11,630 +1,456%
MWA
684
Meridian Wealth Advisors
Texas
$341K – – –
PCM
685
Pointe Capital Management
Michigan
$340K -$23K -851 -6%
BFS
686
Bradley Foster & Sargent
Connecticut
$338K -$4.93K -182 -1%
ECM
687
Elgethun Capital Management
South Dakota
$338K +$2.19K +81 +0.7%
IFAM
688
Institutional & Family Asset Management
Colorado
$335K -$15.2K -562 -4%
CIM
689
Contravisory Investment Management
Massachusetts
$334K -$128K -4,718 -28%
BFG
690
Bouchey Financial Group
New York
$333K – – –
CAN
691
Claraphi Advisory Network
United States
$331K -$74.4K -2,746 -19%
RIA
692
Regal Investment Advisors
Michigan
$331K -$53.9K -1,991 -14%
DWM
693
Doyle Wealth Management
Florida
$327K +$731 +27 +0.2%
ACM
694
AlphaStar Capital Management
North Carolina
$325K +$2.52K +93 +0.8%
PCA
695
Personal Capital Advisors
California
$325K +$27.8K +1,025 +10%
NFG
696
Nations Financial Group
Iowa
$322K +$10.8K +398 +4%
S
697
SignatureFD
Georgia
$321K -$9.1K -336 -3%
ECM
698
Evergreen Capital Management
Washington
$318K +$312K +11,525 New
WAP
699
Wealthcare Advisory Partners
Pennsylvania
$317K -$68.6K -2,532 -18%
IAMOG
700
Investors Asset Management of Georgia
Georgia
$317K +$16.9K +625 +6%
26 27
28
29 30