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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
751
WealthSource Partners
California
$276K -$4.04M -149,994 -94%
BSA
752
Braun Stacey Associates
New York
$276K -$14.7K -545 -5%
SMC
753
Smith, Moore & Co
Missouri
$276K – – –
CIC
754
Cornercap Investment Counsel
Georgia
$276K +$22K +817 +9%
WFWM
755
Wechter Feldman Wealth Management
New Jersey
$276K +$44.4K +1,651 +20%
RT
756
Rockland Trust
Massachusetts
$275K +$16.1K +600 +6%
VIM
757
Vista Investment Management
Pennsylvania
$275K +$265K +9,858 New
WAM
758
Wealthspire Advisors (Maryland)
Maryland
$273K -$29.9K -1,112 -10%
NCM
759
Novare Capital Management
North Carolina
$271K -$8.85K -329 -3%
BFC
760
Bedel Financial Consulting
Indiana
$269K +$259K +9,626 New
AMG
761
Asset Management Group
Connecticut
$268K +$834 +31 +0.3%
DSC
762
Duncker Streett & Co
Missouri
$267K +$27K +1,005 +12%
DCM
763
Donaldson Capital Management
Indiana
$264K -$8.72K -324 -3%
KFGK
764
Keystone Financial Group (Kentucky)
Kentucky
$264K +$250K +9,292 New
RIM
765
Rampart Investment Management
Connecticut
$264K +$255K +9,459 New
PMFA
766
Plante Moran Financial Advisors
Michigan
$261K -$25.8K -960 -9%
GG
767
Gofen & Glossberg
Illinois
$259K – – –
BFS
768
Bradley Foster & Sargent
Connecticut
$258K -$6.73K -250 -3%
BFO
769
Biltmore Family Office
North Carolina
$257K +$248K +9,200 New
MFG
770
Merit Financial Group
Georgia
$257K +$248K +9,213 New
RIA
771
RPG Investment Advisory
California
$256K +$7.4K +275 +3%
AGA
772
Accuvest Global Advisors
Utah
$256K +$247K +9,167 New
CT
773
Chicago Trust
Illinois
$255K -$10.4K -385 -4%
WAM
774
Wolverine Asset Management
Illinois
$253K -$13.5K -500 -5%
SGS
775
Sterling Global Strategies
California
$252K -$53.3K -1,982 -18%
29 30
31
32 33