We are live on ! Find out more
XLF icon

State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
776
Regal Investment Advisors
Michigan
$534K +$44.5K +1,364 +9%
PWS
777
Private Wealth Strategies
Ohio
$531K +$2.02K +62 +0.4%
MWA
778
Meridian Wealth Advisors
Texas
$530K -$46.3K -1,419 -8%
S
779
SignatureFD
Georgia
$529K -$248K -7,605 -33%
CFB
780
Cullen/Frost Bankers
Texas
$529K -$123K -3,755 -19%
WAS
781
Wealth Advisory Solutions
Indiana
$528K +$1.24K +38 +0.2%
IAG
782
Investment Advisory Group
Massachusetts
$526K -$8.06K -247 -2%
CSPIA
783
Cary Street Partners Investment Advisory
Virginia
$525K +$285K +8,733 +127%
MWA
784
Monograph Wealth Advisors
California
$525K – – –
TW
785
Transform Wealth
Colorado
$523K -$231K -7,089 -31%
SC
786
Savant Capital
Illinois
$522K +$61.1K +1,871 +14%
CWM
787
Collaborative Wealth Management
Florida
$522K -$27.5K -842 -5%
KFP
788
KMG Fiduciary Partners
Ohio
$519K -$35.2K -1,080 -7%
KSWA
789
Kathleen S. Wright Associates
Pennsylvania
$517K +$261 +8 +0.1%
CDH
790
Charles D. Hyman
$515K – – –
TPW
791
Transatlantique Private Wealth
New York
$514K – – –
GWS
792
Glassman Wealth Services
Virginia
$513K -$7.83K -240 -2%
BCM
793
Bourgeon Capital Management
Connecticut
$510K – – –
SSG
794
Summit Securities Group
New York
$509K +$493K +15,100 New
PPP
795
Private Portfolio Partners
New Jersey
$508K -$52.8K -1,619 -10%
WSTAM
796
Wilbanks Smith & Thomas Asset Management
Virginia
$507K -$15K -461 -3%
LWM
797
Lyell Wealth Management
California
$501K -$269K -8,244 -36%
BCG
798
Breakwater Capital Group
New Jersey
$500K +$140K +4,294 +41%
CMI
799
Clare Market Investments
Texas
$499K -$125K -3,834 -21%
LMKC
800
L.M. Kohn & Company
Ohio
$499K – – –
30 31
32
33 34