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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
726
Exencial Wealth Advisors
Oklahoma
$237K -$252K -10,344 -51%
LF
727
LifeSteps Financial
California
$237K -$24.7K -1,015 -9%
ECM
728
Exchange Capital Management
Michigan
$235K -$10.7K -440 -4%
CC
729
Courier Capital
New York
$234K – – –
BIM
730
Baldwin Investment Management
Pennsylvania
$234K +$365 +15 +0.2%
TFF
731
The Family Firm
Maryland
$233K -$26.1K -1,073 -10%
BFC
732
Bedel Financial Consulting
Indiana
$232K – – –
GWSG
733
GPS Wealth Strategies Group
Colorado
$232K +$234K +9,637 New
OAM
734
Oppenheimer Asset Management
New York
$231K -$444K -18,273 -66%
LW
735
Linscomb Wealth
Texas
$231K -$41.9K -1,722 -15%
TA
736
Tiedemann Advisors
New York
$231K – – –
IAS
737
Investment Advisory Services
Texas
$231K +$316 +13 +0.1%
LS
738
Leelyn Smith
Illinois
$231K +$876 +36 +0.4%
QCM
739
Quest Capital Management
Texas
$229K -$1.82K -75 -0.8%
S
740
SignatureFD
Georgia
$228K -$778 -32 -0.3%
VIM
741
Vista Investment Management
Pennsylvania
$228K +$97 +4 +0%
GIM
742
Grassi Investment Management
California
$223K -$110K -4,530 -33%
RA
743
RFG Advisory
Alabama
$223K +$225K +9,248 New
AWA
744
Acorn Wealth Advisors
Michigan
$220K +$876 +36 +0.4%
FHC
745
First Heartland Consultants
Missouri
$219K -$94.8K -3,896 -30%
AMG
746
Asset Management Group
Connecticut
$219K +$924 +38 +0.4%
SC
747
Schoolcraft Capital
Colorado
$217K – – –
CAG
748
Crestwood Advisors Group
Massachusetts
$216K – – –
ATC
749
Argent Trust Co
Tennessee
$212K – – –
RMAM
750
Raab & Moskowitz Asset Management
New Jersey
$211K -$10.2K -421 -5%
28 29
30
31 32