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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
751
YHB Investment Advisors
Connecticut
$392K +$80.9K +2,755 +28%
HPC
752
HM Payson & Co
Maine
$391K – – –
GVAG
753
Great Valley Advisor Group
Delaware
$391K +$27.1K +924 +8%
BUB
754
BBVA USA Bancshares
Texas
$390K -$1.05M -35,620 -74%
GG
755
Gofen & Glossberg
Illinois
$389K +$23.2K +792 +7%
FFA
756
First Foundation Advisors
California
$389K +$140K +4,784 +61%
CAL
757
Capital Analysts LLC
Pennsylvania
$388K +$338K +11,500 +1,037%
FWSM
758
First Wilshire Securities Management
California
$386K – – –
HPC
759
Hobart Private Capital
North Carolina
$385K +$367K +12,498 New
BWM
760
Brickley Wealth Management
California
$384K – – –
MWM
761
Mission Wealth Management
California
$383K +$35K +1,192 +11%
CDH
762
Charles D. Hyman
$383K +$365K +12,427 New
BIA
763
Biondo Investment Advisors
Pennsylvania
$383K +$365K +12,450 New
TW
764
Transform Wealth
Colorado
$381K -$15.7K -535 -4%
SCM
765
Stellar Capital Management
Arizona
$377K -$29.4K -1,000 -8%
AIM
766
Acropolis Investment Management
Missouri
$372K +$48.4K +1,650 +16%
STA
767
Summit Trail Advisors
New York
$371K +$66.9K +2,281 +23%
DI
768
Diligent Investors
California
$369K -$47K -1,600 -12%
HAM
769
Highstreet Asset Management
Ontario, Canada
$369K +$351K +11,974 New
ICM
770
IMS Capital Management
Oregon
$364K -$38.5K -1,313 -10%
WC
771
Whitney & Co
New York
$357K +$7.04K +240 +2%
ECM
772
Elgethun Capital Management
South Dakota
$356K – – –
BG
773
Berry Group
Massachusetts
$356K +$339K +11,559 New
ECM
774
Evergreen Capital Management
Washington
$355K – – –
BFG
775
Bouchey Financial Group
New York
$349K -$2.76K -94 -0.8%
29 30
31
32 33