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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
801
Berkshire Asset Management
Pennsylvania
$225K +$217K +8,066 New
CI
802
Chartist Inc
California
$221K +$213K +7,922 New
CBT
803
Capital Bank & Trust
California
$221K +$213K +7,904 New
BFG
804
Barber Financial Group
Kansas
$220K -$26.9K -998 -11%
CC
805
Cedar Capital
Illinois
$219K +$211K +7,860 New
TFS
806
TrustCore Financial Services
Tennessee
$219K +$212K +7,864 New
LIM
807
Longfellow Investment Management
Massachusetts
$218K +$210K +7,808 New
TWM
808
Torch Wealth Management
Ohio
$218K +$210K +7,812 New
WAP
809
Wealthcare Advisory Partners
Pennsylvania
$215K +$95.1K +3,536 +85%
PCM
810
Prelude Capital Management
New York
$210K +$27.7K +1,029 +16%
UFF
811
USA Financial Formulas
Michigan
$208K +$200K +7,441 New
CG
812
Caprock Group
Idaho
$207K -$80.5K -2,992 -30%
LSA
813
L & S Advisors
California
$206K +$199K +7,379 New
KC
814
Kingfisher Capital
North Carolina
$205K +$197K +7,332 New
CWM
815
Calamos Wealth Management
Illinois
$204K +$197K +7,307 New
CAM
816
CenterStar Asset Management
Illinois
$203K – – –
LWA
817
Lenox Wealth Advisors
New York
$203K +$195K +7,265 New
TA
818
Tiedemann Advisors
New York
$202K +$195K +7,235 New
BFG
819
Bouchey Financial Group
New York
$202K +$195K +7,250 New
BTNA
820
Bremer Trust National Association
Minnesota
$200K +$193K +7,170 New
ATC
821
Adirondack Trust Company
New York
$197K -$4.04K -150 -2%
ED
822
Exane Derivatives
France
$178K -$110K -4,088 -39%
EWM
823
Edge Wealth Management
New York
$174K – – –
PCA
824
Peddock Capital Advisors
Massachusetts
$171K – – –
VIA
825
Vantage Investment Advisors
Pennsylvania
$171K – – –
31 32
33
34 35