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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
$249K – – –
LCS
777
Levin Capital Strategies
New York
$248K – – –
PIM
778
Parker Investment Management
California
$248K – – –
CAM
779
Claret Asset Management
Quebec, Canada
$246K – – –
VCA
780
Verdence Capital Advisors
Maryland
$246K +$250K +8,928 New
TWM
781
Torch Wealth Management
Ohio
$243K +$140 +5 +0.1%
CIAS
782
Capital Investment Advisory Services
North Carolina
$241K -$5.59M -199,807 -96%
BFS
783
Bradley Foster & Sargent
Connecticut
$241K – – –
JFG
784
JMG Financial Group
Illinois
$241K – – –
LWM
785
Lenox Wealth Management
Ohio
$241K +$33.2K +1,188 +16%
AAM
786
American Asset Management
Florida
$240K -$8.37K -299 -3%
SMFS
787
Squar Milner Financial Services
California
$240K +$48.7K +1,739 +25%
LA
788
LVW Advisors
New York
$235K +$238K +8,516 New
MSR
789
Main Street Research
Connecticut
$234K -$8.84K -316 -4%
ACG
790
Allen Capital Group
Nebraska
$234K – – –
PC
791
Palo Capital
California
$233K +$1.34K +48 +0.6%
RWA
792
River Wealth Advisors
Pennsylvania
$232K – – –
ML
793
McAdam LLC
Pennsylvania
$230K +$74.2K +2,653 +47%
IGGA
794
Iron Gate Global Advisors
Utah
$227K +$230K +8,218 New
VIA
795
Vantage Investment Advisors
Pennsylvania
$226K +$4.7K +168 +2%
AMIM
796
Aull & Monroe Investment Management
Alabama
$224K +$227K +8,104 New
DP
797
Dearborn Partners
Illinois
$221K +$225K +8,029 New
AIP
798
Ahrens Investment Partners
Louisiana
$220K -$22.2K -793 -9%
ATC
799
Argent Trust Co
Tennessee
$219K -$5.29K -189 -2%
CBT
800
Capital Bank & Trust
California
$218K – – –
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