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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
776
Maryland Capital Management
Maryland
$240K – – –
LCS
777
Levin Capital Strategies
New York
$239K – – –
PIM
778
Parker Investment Management
California
$239K – – –
AAM
779
American Asset Management
Florida
$239K +$83 +3 +0%
CAM
780
Claret Asset Management
Quebec, Canada
$237K -$965 -35 -0.4%
FA
781
Fagan Associates
New York
$236K +$244K +8,861 New
TFS
782
TrustCore Financial Services
Tennessee
$235K -$10.3K -372 -4%
TWM
783
Torch Wealth Management
Ohio
$235K -$2.62K -95 -1%
MSR
784
Main Street Research
Connecticut
$234K -$4.11K -149 -2%
AIP
785
Ahrens Investment Partners
Louisiana
$233K +$242K +8,769 New
BFS
786
Bradley Foster & Sargent
Connecticut
$232K -$13.8K -500 -5%
JFG
787
JMG Financial Group
Illinois
$232K – – –
WWM
788
Windsor Wealth Management
Indiana
$231K -$22.9K -831 -9%
TH
789
Timber Hill
Connecticut
$229K -$23.2M -842,766 -99%
ACG
790
Allen Capital Group
Nebraska
$225K -$10.1K -368 -4%
PC
791
Palo Capital
California
$224K -$116K -4,191 -33%
RWA
792
River Wealth Advisors
Pennsylvania
$224K -$15.3K -555 -6%
OAM
793
Oppenheimer Asset Management
New York
$223K -$55.5K -2,012 -19%
FPS
794
Fieldpoint Private Securities
Connecticut
$222K +$137K +4,950 +146%
VWA
795
V Wealth Advisors
Kansas
$219K +$223K +8,081 New
PFGIA
796
Patriot Financial Group Insurance Agency
Massachusetts
$218K -$195K -7,063 -46%
SFM
797
Stack Financial Management
Montana
$217K – – –
ATC
798
Argent Trust Co
Tennessee
$216K +$225K +8,168 New
VIA
799
Vantage Investment Advisors
Pennsylvania
$214K +$50.3K +1,824 +29%
CBT
800
Capital Bank & Trust
California
$210K – – –
30 31
32
33 34