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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
MWAM
676
Manhattan West Asset Management
California
$814K +$895K +25,898 New
PWM
677
Penobscot Wealth Management
Maine
$807K +$886K +25,648 New
RW
678
REDW Wealth
New Mexico
$806K +$304K +8,789 +52%
BCWM
679
Bartlett & Co Wealth Management
Ohio
$799K +$474K +13,715 +117%
BC
680
Bartlett & Co
Ohio
$799K +$474K +13,715 +117%
AI
681
AXS Investments
New York
$787K +$334K +9,665 +63%
OCM
682
Ovata Capital Management
Hong Kong
$786K +$864K +25,000 New
WAS
683
WESPAC Advisors SoCal
California
$763K -$15.4K -445 -2%
SCM
684
Schnieders Capital Management
California
$751K -$14.6K -423 -2%
HAS
685
HBW Advisory Services
California
$749K -$93.3K -2,701 -10%
JCM
686
Janney Capital Management
Pennsylvania
$748K -$143K -4,148 -15%
AIC
687
Ayalon Insurance Company
Israel
$747K +$80.5K +2,330 +11%
PFPT
688
Pinnacle Financial Partners (Tennessee)
Tennessee
$747K +$330K +9,557 +67%
WEG
689
World Equity Group
Illinois
$740K -$195K -5,630 -19%
PCA
690
Personal Capital Advisors
California
$739K -$85.6K -2,476 -10%
CIC
691
Chilton Investment Company
Connecticut
$739K – – –
BWM
692
Bulltick Wealth Management
Florida
$738K +$49.5K +1,433 +7%
FIA
693
Foundations Investment Advisors
Arizona
$737K -$7.45M -215,462 -90%
KFP
694
KMG Fiduciary Partners
Ohio
$737K -$14.3K -414 -2%
LJCM
695
Lee Johnson Capital Management
Texas
$737K +$4.74K +137 +0.6%
XWM
696
Xcel Wealth Management
Florida
$735K – – –
BJL
697
Brighton Jones LLC
Washington
$734K -$52.9K -1,532 -6%
AMG
698
Advisors Management Group
Wisconsin
$731K +$33.7K +974 +4%
AFP
699
Ausdal Financial Partners
Iowa
$728K +$122K +3,522 +18%
SIC
700
Salem Investment Counselors
North Carolina
$723K +$760 +22 +0.1%
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