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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
701
Mission Wealth Management
California
$315K +$91.5K +3,314 +42%
FMTCOCP
702
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$314K – – –
VCA
703
Verdence Capital Advisors
Maryland
$314K +$49.5K +1,794 +19%
GEA
704
Glen Eagle Advisors
New Jersey
$314K -$131K -4,751 -30%
SDAM
705
Shulman DeMeo Asset Management
New York
$313K -$270K -9,797 -47%
RCG
706
Ruggie Capital Group
Florida
$313K +$308K +11,161 New
UFF
707
USA Financial Formulas
Michigan
$312K -$66.1K -2,395 -18%
BFC
708
Bedel Financial Consulting
Indiana
$307K +$83 +3 +0%
WPC
709
White Pine Capital
Minnesota
$305K – – –
CAM
710
Carret Asset Management
New York
$305K +$2.76K +100 +0.9%
FLPIM
711
F.L. Putnam Investment Management
Massachusetts
$305K +$3.42K +124 +1%
EDRH
712
Edmond de Rothschild Holding
Switzerland
$304K – – –
RWA
713
Ropes Wealth Advisors
Massachusetts
$303K -$3.23K -117 -1%
BIM
714
Baldwin Investment Management
Pennsylvania
$302K +$2.35K +85 +0.8%
WMA
715
Wealth Management Associates
New Jersey
$302K -$11.4K -413 -4%
QIM
716
Quest Investment Management
Oregon
$300K – – –
SC
717
Sepio Capital
Utah
$300K +$295K +10,703 New
FFBTD
718
First Financial Bank - Trust Division
Ohio
$298K – – –
WAP
719
Wealthcare Advisory Partners
Pennsylvania
$297K -$24.2K -875 -8%
BFO
720
Biltmore Family Office
North Carolina
$297K – – –
CFGS
721
Concourse Financial Group Securities
Alabama
$295K -$761K -27,561 -72%
AIM
722
Acropolis Investment Management
Missouri
$292K +$288K +10,436 New
QCM
723
Quest Capital Management
Texas
$291K – – –
PCM
724
Pointe Capital Management
Michigan
$289K -$55.2K -2,000 -16%
FIM
725
Fernwood Investment Management
Massachusetts
$289K +$285K +10,317 New
27 28
29
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