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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
726
Montecito Bank & Trust
California
$259K +$19.1K +840 +8%
CAM
727
Carret Asset Management
New York
$258K – – –
KM
728
Kalos Management
Georgia
$257K +$242K +10,650 New
WVP
729
Worth Venture Partners
New Jersey
$255K -$65.4K -2,880 -21%
TI
730
tru Independence
Oregon
$254K +$250K +11,000 New
RMDI
731
R.M. Davis Inc
Maine
$251K -$150K -6,604 -38%
EC
732
Estate Counselors
Wisconsin
$251K -$81.7K -3,600 -25%
AIM
733
Aspen Investment Management
Michigan
$251K – – –
LF
734
LifeSteps Financial
California
$251K +$11.9K +526 +5%
TFF
735
The Family Firm
Maryland
$249K +$1.59K +70 +0.7%
WPC
736
White Pine Capital
Minnesota
$249K +$10.2K +450 +4%
AIM
737
Acropolis Investment Management
Missouri
$246K -$56.2K -2,476 -19%
CNFG
738
Creegan & Nassoura Financial Group
New Hampshire
$244K – – –
VCM
739
Vivaldi Capital Management
Illinois
$244K +$220K +9,679 New
PA
740
PSI Advisors
Florida
$244K +$240K +10,561 New
CDH
741
Charles D. Hyman
$243K – – –
SBSB
742
Sullivan, Bruyette, Speros & Blaney
Virginia
$242K -$112K -4,911 -32%
GG
743
Gofen & Glossberg
Illinois
$242K -$36.3K -1,600 -13%
LA
744
LVW Advisors
New York
$241K +$236K +10,400 New
DCM
745
Donaldson Capital Management
Indiana
$240K +$235K +10,351 New
ACM
746
AlphaStar Capital Management
North Carolina
$238K -$10.7K -470 -5%
CHA
747
Carmichael Hill & Associates
Maryland
$237K +$46.1K +2,032 +25%
DMC
748
Drexel Morgan & Co
Pennsylvania
$236K – – –
ECM
749
Exchange Capital Management
Michigan
$236K +$231K +10,187 New
RWA
750
Ropes Wealth Advisors
Massachusetts
$235K – – –
28 29
30
31 32