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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
776
Parker Investment Management
California
$251K – – –
CAM
777
Claret Asset Management
Quebec, Canada
$251K +$242K +8,987 New
RCAG
778
Rehmann Capital Advisory Group
Michigan
$251K +$242K +8,995 New
CAG
779
Crestwood Advisors Group
Massachusetts
$250K +$241K +8,955 New
WA
780
Wealth Architects
California
$249K -$2.42K -90 -1%
ACG
781
Allen Capital Group
Nebraska
$247K +$238K +8,842 New
IT
782
Independence Trust
Tennessee
$246K – – –
FMTCOCP
783
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$244K -$11.3K -420 -5%
AIM
784
Aspen Investment Management
Michigan
$244K +$16.1K +600 +7%
JFG
785
JMG Financial Group
Illinois
$243K +$235K +8,721 New
ACI
786
Alpha Cubed Investments
California
$241K -$36.3K -1,349 -13%
CBU
787
CIBC Bank USA
Illinois
$241K – – –
AIC
788
Ayalon Insurance Company
Israel
$235K +$227K +8,425 New
FWSM
789
First Wilshire Securities Management
California
$235K +$227K +8,425 New
AAM
790
American Asset Management
Florida
$234K -$592 -22 -0.3%
BPB
791
Badgley, Phelps & Bell
Washington
$234K – – –
MMA
792
Miracle Mile Advisors
California
$232K +$224K +8,315 New
RWA
793
River Wealth Advisors
Pennsylvania
$231K +$222K +8,264 New
SFM
794
Stack Financial Management
Montana
$228K – – –
UWM
795
USAdvisors Wealth Management
Minnesota
$228K +$220K +8,172 New
LNWWM
796
Laird Norton Wetherby Wealth Management
California
$227K – – –
PCG
797
Private Capital Group
Connecticut
$227K +$27K +1,005 New
CAG
798
Csenge Advisory Group
Florida
$227K +$219K +8,143 New
AMIM
799
Aull & Monroe Investment Management
Alabama
$226K +$218K +8,104 New
CT
800
Cambridge Trust
Massachusetts
$226K +$218K +8,110 New
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