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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
701
Aspen Investment Management
Michigan
$211K +$203K +8,141 New
SFM
702
Stack Financial Management
Montana
$211K +$203K +8,155 New
LWAC
703
Laurel Wealth Advisors (California)
California
$211K +$204K +8,177 New
LNWWM
704
Laird Norton Wetherby Wealth Management
California
$210K – – –
ATC
705
Adirondack Trust Company
New York
$187K +$11.9K +475 +7%
SFM
706
Signet Financial Management
New Jersey
$176K +$170K +6,804 New
PCM
707
Prelude Capital Management
New York
$168K -$347K -13,906 -68%
BL
708
Balentine LLC
Georgia
$161K +$25K +1,000 +19%
EWM
709
Edge Wealth Management
New York
$160K +$31.2K +1,250 +25%
VIA
710
Vantage Investment Advisors
Pennsylvania
$159K +$13.2K +528 +9%
PCA
711
Peddock Capital Advisors
Massachusetts
$158K – – –
WTB
712
Washington Trust Bank
Washington
$155K +$32.5K +1,301 +28%
WA
713
WealthTrust-Arizona
Arizona
$154K -$649 -26 -0.4%
MPWT
714
MassMutual Private Wealth & Trust
Connecticut
$141K -$13.3K -535 -9%
IF
715
Ironwood Financial
Arizona
$137K – – –
PAI
716
Pittenger & Anderson Inc
Nebraska
$136K – – –
LTI
717
Laffer Tengler Investments
Tennessee
$132K – – –
AAP
718
Arax Advisory Partners
Colorado
$124K +$349 +14 +0.3%
JIR
719
James Investment Research
Ohio
$120K – – –
ACM
720
AUA Capital Management
Pennsylvania
$119K – – –
AC
721
Alexandria Capital
Virginia
$115K -$5.24K -210 -5%
FPFS
722
First Personal Financial Services
North Carolina
$115K – – –
BG
723
Bollard Group
Massachusetts
$115K +$449 +18 +0.4%
WB
724
Webster Bank
Connecticut
$110K -$2.62K -105 -2%
TDC
725
Thompson Davis & Co
Virginia
$109K -$62.4K -2,500 -37%
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