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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
776
Private Capital Group
Connecticut
$140K +$170K +6,178 +1,101%
KPCM
777
Kings Point Capital Management
New York
$137K -$110K -4,000 -38%
EW
778
Evoke Wealth
California
$137K +$181K +6,565 New
WB
779
Webster Bank
Connecticut
$130K -$629K -22,862 -79%
RBC
780
Roble Belko & Company
Pennsylvania
$130K +$168K +6,119 +5,666%
LWCFA
781
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$130K +$172K +6,247 New
BWM
782
Baystate Wealth Management
Massachusetts
$128K +$11.1K +403 +7%
CAGAS
783
Capital Advisory Group Advisory Services
Minnesota
$124K -$37.1K -1,348 -18%
BW
784
Bison Wealth
Georgia
$123K -$5.62K -204 -3%
TRCT
785
Tower Research Capital (TRC)
New York
$121K -$77.8K -2,827 -33%
BWA
786
BDO Wealth Advisors
Florida
$120K +$92.4K +3,355 +139%
LWM
787
Liberty Wealth Management
California
$119K -$13.2K -480 -8%
AWA
788
Arkadios Wealth Advisors
Georgia
$118K +$165 +6 +0.1%
EWA
789
Evolution Wealth Advisors
Florida
$117K -$7.05M -256,109 -98%
LPIC
790
LeJeune Puetz Investment Counsel
Michigan
$116K – – –
AW
791
Avion Wealth
Texas
$113K +$150K +5,448 New
KWM
792
Kingsview Wealth Management
Oregon
$113K +$150K +5,450 New
PCMK
793
Paragon Capital Management (Kansas)
Kansas
$112K +$148K +5,362 New
AIM
794
Anchor Investment Management
South Carolina
$112K -$33K -1,198 -18%
EWP
795
Engrave Wealth Partners
Texas
$111K +$881 +32 +0.6%
AA
796
AlphaMark Advisors
Kentucky
$111K +$27.5K +1,000 +23%
ATC
797
Adirondack Trust Company
New York
$109K – – –
BC
798
Bartlett & Co
Ohio
$109K +$144K +5,225 New
BCWM
799
Bartlett & Co Wealth Management
Ohio
$109K -$668K -24,250 -82%
PFGIA
800
Patriot Financial Group Insurance Agency
Massachusetts
$105K -$46.5K -1,689 -30%
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