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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
SDAM
701
Shulman DeMeo Asset Management
New York
$283K -$68.4K -3,011 -20%
EWA
702
EP Wealth Advisors
California
$282K -$1.04M -45,647 -79%
CWM
703
Centric Wealth Management
Illinois
$278K +$273K +12,029 New
IDA
704
Intelligence Driven Advisers
California
$277K +$272K +11,966 New
CAM
705
Concorde Asset Management
Michigan
$276K +$24.1K +1,061 +10%
GT
706
Greenleaf Trust
Michigan
$275K -$2.27K -100 -0.8%
ICM
707
IMS Capital Management
Oregon
$275K +$886 +39 +0.3%
ECM
708
Evergreen Capital Management
Washington
$274K -$6.25K -275 -2%
SCA
709
Sage Capital Advisors
South Dakota
$272K -$9.2K -405 -3%
IFO
710
Independent Family Office
New York
$271K +$45.4K +2,000 New
EM
711
ELCO Management
New York
$270K -$74.9K -3,300 -22%
TH
712
TCTC Holdings
Texas
$270K – – –
IAN
713
Integrated Advisors Network
Texas
$270K +$8.13K +358 +3%
TVAMP
714
Tennessee Valley Asset Management Partners
Tennessee
$270K +$46.8K +2,063 +21%
JCM
715
Janney Capital Management
Pennsylvania
$270K +$265K +11,681 New
SG
716
Swarthmore Group
Pennsylvania
$268K +$186K +8,175 +239%
BG
717
Berry Group
Massachusetts
$267K – – –
AWM
718
Altavista Wealth Management
North Carolina
$267K +$29.3K +1,292 +13%
LC
719
Lavaca Capital
Texas
$265K -$124K -5,441 -32%
MWA
720
Meridian Wealth Advisors
Texas
$264K -$135K -5,926 -34%
AWS
721
AJ Wealth Strategies
New York
$264K +$260K +11,429 New
LW
722
Linscomb Wealth
Texas
$262K -$835K -36,791 -76%
ACP
723
Arcus Capital Partners
Georgia
$261K +$1.32K +58 +0.5%
WIM
724
Westside Investment Management
California
$261K -$61.3K -2,699 -3%
CIA
725
Choate Investment Advisors
Massachusetts
$260K -$147K -6,491 -37%
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