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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
726
Alpha Cubed Investments
California
$584K -$78.7K -2,381 -11%
IGWM
727
ICA Group Wealth Management
Colorado
$584K +$14.3K +432 +2%
WPC
728
Wedmont Private Capital
Pennsylvania
$583K +$39.7K +1,200 +7%
HFS
729
Horizon Financial Services
North Carolina
$580K +$30.8K +931 +5%
BFA
730
Beaumont Financial Advisors
Massachusetts
$579K +$24.5K +742 +4%
GEM
731
Global Endowment Management
North Carolina
$578K – – –
CWM
732
Collaborative Wealth Management
Florida
$576K -$233K -7,041 -27%
PAM
733
Private Asset Management
California
$572K -$29.7K -900 -5%
PG
734
Proffitt & Goodson
Tennessee
$572K -$12.1K -365 -2%
CIM
735
Contravisory Investment Management
Massachusetts
$572K +$51.2K +1,549 +9%
RF
736
Rollins Financial
Georgia
$571K -$590K -17,856 -49%
TCM
737
Tuttle Capital Management
Connecticut
$571K -$65.3K -1,977 -10%
LCM
738
Laurion Capital Management
New York
$571K +$89.2K +2,700 +17%
KFS
739
Kaizen Financial Strategies
California
$570K -$924K -27,960 -60%
AAIM
740
Asset Advisors Investment Management
Georgia
$567K – – –
NFP
741
Narus Financial Partners
Utah
$564K -$53.8K -1,629 -8%
W
742
WorthPointe
California
$562K – – –
FNBT
743
FineMark National Bank & Trust
Florida
$561K -$63.5K -1,920 -9%
CFB
744
Cullen/Frost Bankers
Texas
$560K +$37.3K +1,127 +7%
AWA
745
Arete Wealth Advisors
Illinois
$558K +$143K +4,327 +31%
CMI
746
Clare Market Investments
Texas
$555K +$46.2K +1,399 +8%
JG
747
Jefferies Group
New York
$554K -$1.5M -45,409 -71%
FWP
748
Falcon Wealth Planning
California
$551K +$29.4K +890 +5%
WT
749
Whittier Trust
California
$549K +$29.4K +890 +5%
PPP
750
Private Portfolio Partners
New Jersey
$547K +$529 +16 +0.1%
28 29
30
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