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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
DMC
726
Drexel Morgan & Co
Pennsylvania
$286K – – –
WA
727
Waverly Advisors
Alabama
$285K -$442 -16 -0.2%
MC
728
Mathes Company
New York
$285K – – –
SCA
729
Sage Capital Advisors
South Dakota
$285K +$281K +10,192 New
AWE
730
Avidian Wealth Enterprises
Texas
$282K -$3.73M -135,218 -93%
AIM
731
Aspen Investment Management
Michigan
$282K -$18.6K -675 -6%
HFA
732
High Falls Advisors
New York
$280K -$7.01K -254 -2%
YIA
733
YHB Investment Advisors
Connecticut
$279K +$33.5K +1,215 +14%
RIM
734
Rampart Investment Management
Connecticut
$277K +$273K +9,879 New
WVP
735
Worth Venture Partners
New Jersey
$274K -$145K -5,255 -35%
STA
736
Summit Trail Advisors
New York
$274K -$118K -4,267 -30%
LWM
737
Lyons Wealth Management
Florida
$274K -$10.5K -380 -4%
HCM
738
Hollencrest Capital Management
California
$274K – – –
EW
739
Evoke Wealth
California
$274K +$270K +9,782 New
BPM
740
Bowling Portfolio Management
Ohio
$273K -$44.3K -1,604 -14%
VIM
741
Vista Investment Management
Pennsylvania
$271K -$8.12K -294 -3%
S
742
SignatureFD
Georgia
$270K -$55.3K -2,003 -17%
BPA
743
Beacon Pointe Advisors
California
$270K +$24K +871 +10%
BSA
744
Braun Stacey Associates
New York
$267K -$6.35K -230 -2%
AMG
745
Asset Management Group
Connecticut
$267K +$939 +34 +0.4%
VC
746
Vicus Capital
Pennsylvania
$264K -$12.9K -466 -5%
LFPWM
747
Leicht Financial Planning & Wealth Management
New Jersey
$263K +$259K +9,381 New
AWA
748
ARS Wealth Advisors
Florida
$260K -$43.6K -1,579 -15%
CIAS
749
Capital Investment Advisory Services
North Carolina
$259K -$23K -834 -8%
PCM
750
Parsons Capital Management
Rhode Island
$257K -$4.83K -175 -2%
28 29
30
31 32