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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
701
Lyons Wealth Management
Florida
$344K +$30.5K +1,060 +9%
LPT
702
Legacy Private Trust
Wisconsin
$342K -$27.6K -960 -7%
HCM
703
Highbridge Capital Management
New York
$342K +$357K +12,400 New
AWA
704
Acorn Wealth Advisors
Michigan
$337K +$54.7K +1,899 +19%
WWMSC
705
Wagner Wealth Management (South Carolina)
South Carolina
$336K +$60.6K +2,106 +21%
AIA
706
Avalon Investment & Advisory
Texas
$335K +$350K +12,160 New
ACM
707
AlphaStar Capital Management
North Carolina
$334K +$15.3K +531 +5%
TWM
708
Titus Wealth Management
California
$333K -$237K -8,216 -44%
KPAG
709
KLS Professional Advisors Group
New York
$333K -$43.6K -1,514 -11%
DWT
710
Dorsey & Whitney Trust
South Dakota
$331K -$3.46K -120 -1%
QC
711
QCM Cayman
Texas
$324K +$339K +11,755 New
CCG
712
Cypress Capital Group
Florida
$319K +$13K +453 +4%
B
713
Brightworth
Georgia
$317K +$1.07K +37 +0.3%
PP
714
PagnatoKarp Partners
Virginia
$313K -$28.6K -993 -8%
AC
715
Alexandria Capital
Virginia
$312K -$63.8K -2,215 -16%
VWM
716
Valley Wealth Managers
New Jersey
$311K +$10.2K +353 +3%
WAP
717
Wealthcare Advisory Partners
Pennsylvania
$307K +$99.2K +3,445 +45%
IWA
718
IBEX Wealth Advisors
New Jersey
$304K +$325K +11,283 New
MRCM
719
M&R Capital Management
New Jersey
$301K – – –
WPC
720
White Pine Capital
Minnesota
$301K – – –
RA
721
RFG Advisory
Alabama
$301K +$30.9K +1,074 +11%
PCM
722
Parsons Capital Management
Rhode Island
$300K -$77K -2,675 -20%
CPP
723
Crow Point Partners
Massachusetts
$298K -$556K -19,319 -64%
ICM
724
IMS Capital Management
Oregon
$298K – – –
PCM
725
Poehling Capital Management
Wisconsin
$296K +$19.7K +683 +7%
27 28
29
30 31