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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
701
Valley Wealth Managers
New Jersey
$56K +$30.5K +1,420 +142%
WAS
702
WESPAC Advisors SoCal
California
$55.8K +$45.1K +2,100 +700%
HPBT
703
High Point Bank & Trust
North Carolina
$55K – – –
AIM
704
Anchor Investment Management
South Carolina
$54.6K – – –
MPWT
705
MassMutual Private Wealth & Trust
Connecticut
$54.4K +$50.2K +2,341 New
ANBT
706
American National Bank & Trust
Texas
$54K +$36.3K +1,690 +275%
BAM
707
Bruderman Asset Management
New York
$54K +$50.2K +2,340 New
TSW
708
Thompson Siegel & Walmsley
Virginia
$53K – – –
WOC
709
West Oak Capital
California
$52.7K – – –
CG
710
Cutler Group
California
$52K -$5.75M -267,962 -99%
VC
711
Vestor Capital
Illinois
$52K – – –
BWM
712
Baystate Wealth Management
Massachusetts
$52K +$47.2K +2,202 New
LWM
713
LBA Wealth Management
Florida
$49K +$18.7K +870 +70%
EFSCE
714
Enterprise Financial Services Corp (EFSC)
Missouri
$47K – – –
FMII
715
Farmers & Merchants Investments Inc
Nebraska
$46K – – –
BP
716
Ballentine Partners
Massachusetts
$41K +$38.2K +1,780 New
FNYS
717
First New York Securities
New York
$40.9K -$74.9K -3,490 -66%
OSNBOA
718
Old Second National Bank of Aurora
Illinois
$39K +$4.29K +200 +13%
JCM
719
Jacobi Capital Management
Pennsylvania
$38K -$7.72K -360 -18%
AWM
720
Avior Wealth Management
Nebraska
$38K +$129 +6 +0.4%
BIM
721
BlackRock Investment Management
Delaware
$36K -$8.35K -389 -20%
KT
722
Kanaly Trust
Texas
$35K – – –
VNA
723
Valley National Advisers
Pennsylvania
$33K – – –
ACM
724
Armbruster Capital Management
New York
$29K – – –
PWM
725
Perigon Wealth Management
California
$29K – – –
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29
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