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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
726
Atlas Private Wealth Management
New York
$420K +$401K +13,653 New
ONST
727
Old North State Trust
North Carolina
$419K -$4.02K -137 -1%
MWA
728
Meridian Wealth Advisors
Texas
$419K – – –
DWM
729
Doyle Wealth Management
Florida
$418K +$851 +29 +0.2%
PFG
730
PAX Financial Group
Texas
$418K +$397K +13,532 New
CL
731
CPWM LLC
Washington
$416K – – –
PCA
732
Personal Capital Advisors
California
$412K +$51.7K +1,761 +15%
MSS
733
Mitchell Sinkler & Starr
Pennsylvania
$412K +$393K +13,390 New
OAM
734
Oppenheimer Asset Management
New York
$410K +$34.7K +1,181 +10%
TWA
735
TCI Wealth Advisors
Arizona
$410K +$307K +10,449 +365%
CAM
736
Cresset Asset Management
Illinois
$408K -$54.6K -1,861 -12%
IAMOG
737
Investors Asset Management of Georgia
Georgia
$408K +$29.6K +1,008 +8%
AC
738
Avestar Capital
New York
$405K -$43.6K -1,486 -10%
TA
739
Trellis Advisors
Washington
$405K – – –
SHA
740
Seneca House Advisors
Virginia
$404K -$132K -4,511 -26%
CAG
741
Csenge Advisory Group
Florida
$404K +$385K +13,133 New
GPA
742
Guidance Point Advisors
Massachusetts
$403K +$22.4K +763 +6%
MGWM
743
Marks Group Wealth Management
Minnesota
$403K +$385K +13,105 New
EFS
744
Essex Financial Services
Connecticut
$401K +$134K +4,577 +54%
BDS
745
Banco de Sabadell
Florida
$399K -$404K -13,750 -51%
IFS
746
Ifrah Financial Services
Arkansas
$398K +$166K +5,643 +78%
RT
747
Rockland Trust
Massachusetts
$397K – – –
WAP
748
Wealthcare Advisory Partners
Pennsylvania
$397K +$66.6K +2,268 +21%
TPCW
749
TD Private Client Wealth
New York
$397K +$378K +12,889 New
AIL
750
AGF Investments LLC
Ontario, Canada
$393K -$499 -17 -0.1%
28 29
30
31 32