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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
751
Baldwin Investment Management
Pennsylvania
$271K +$280 +10 +0.1%
RT
752
Rockland Trust
Massachusetts
$270K – – –
CFSG
753
Community Financial Services Group
Vermont
$270K +$20.2K +721 +8%
KC
754
Kingfisher Capital
North Carolina
$270K +$274K +9,779 New
BFC
755
Bedel Financial Consulting
Indiana
$269K +$56 +2 +0%
PCG
756
Private Capital Group
Connecticut
$269K +$54.5K +1,947 +25%
MTIM
757
Marathon Trading Investment Management
Pennsylvania
$269K +$273K +9,742 New
BSA
758
Braun Stacey Associates
New York
$267K -$10.6K -380 -4%
AMG
759
Asset Management Group
Connecticut
$267K +$867 +31 +0.3%
CBU
760
CIBC Bank USA
Illinois
$265K – – –
PWM
761
Perigon Wealth Management
California
$265K +$269K +9,618 New
WA
762
Wealth Architects
California
$264K – – –
SIC
763
Sigma Investment Counselors
Michigan
$263K -$27.7K -990 -9%
CT
764
Chicago Trust
Illinois
$263K +$7.86K +281 +3%
PI
765
PineBridge Investments
New York
$262K +$266K +9,500 New
LWA
766
Lenox Wealth Advisors
New York
$261K +$61.7K +2,204 +30%
PA
767
PFG Advisors
Arizona
$258K +$279K +9,955 New
HFA
768
High Falls Advisors
New York
$257K -$168K -5,995 -39%
CL
769
Choreo LLC
Illinois
$256K -$137K -4,897 -35%
SGS
770
Sterling Global Strategies
California
$256K +$783 +28 +0.3%
PFGIA
771
Patriot Financial Group Insurance Agency
Massachusetts
$256K +$30.8K +1,101 +13%
BFO
772
Biltmore Family Office
North Carolina
$254K – – –
CAG
773
Crestwood Advisors Group
Massachusetts
$254K – – –
CFGS
774
Concourse Financial Group Securities
Alabama
$252K +$255K +9,131 New
LWAC
775
Laurel Wealth Advisors (California)
California
$250K -$26.8K -957 -10%
29 30
31
32 33