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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
JSSH
676
J. Safra Sarasin Holding
$1.02M +$1.02M +24,700 New
WJWM
677
Williams Jones Wealth Management
New York
$1.02M -$10.3K -250 -1%
CAC
678
Certified Advisory Corp
Florida
$1.01M -$48.1K -1,169 -5%
AGAM
679
Audent Global Asset Management
California
$1.01M +$8.52K +207 +0.9%
IF
680
Ironwood Financial
Arizona
$1.01M +$28.3K +688 +3%
BB
681
Bell Bank
North Dakota
$1.01M -$315K -7,659 -24%
HG
682
Herbst Group
Connecticut
$1M -$24.7K -599 -2%
RWB
683
RMR Wealth Builders
New Jersey
$1M +$462K +11,214 +85%
CA
684
Claro Advisors
Massachusetts
$1M +$380K +9,241 +61%
GAG
685
Goodman Advisory Group
Massachusetts
$1M +$158K +3,829 +19%
PAM
686
Peak Asset Management
Colorado
$1M +$41 +1 +0%
JCM
687
Janney Capital Management
Pennsylvania
$992K +$7.41K +180 +0.8%
FBFS
688
First Business Financial Services
Wisconsin
$991K – – –
DFA
689
Davies Financial Advisors
California
$989K +$66.8K +1,623 +7%
EWA
690
Exencial Wealth Advisors
Oklahoma
$984K +$594K +14,427 +152%
MAM
691
MMA Asset Management
Pennsylvania
$983K -$890K -21,621 -47%
TCM
692
Triumph Capital Management
Colorado
$983K -$592K -14,374 -38%
WIA
693
Westbourne Investment Advisors
Maryland
$983K +$94.8K +2,303 +11%
CV
694
Counterweight Ventures
North Carolina
$972K +$36.1K +877 +4%
RWPA
695
Richard W. Paul & Associates
Michigan
$971K -$18.7K -455 -2%
W
696
WorthPointe
California
$970K +$127K +3,095 +15%
CIC
697
Chilton Investment Company
Connecticut
$966K – – –
WMWM
698
Whitaker-Myers Wealth Managers
Ohio
$962K +$135K +3,270 +16%
AIA
699
Ally Invest Advisors
North Carolina
$959K +$109K +2,640 +13%
SFG
700
Sowa Financial Group
Rhode Island
$959K -$118K -2,879 -11%
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