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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
801
Barber Financial Group
Kansas
$218K +$56 +2 +0%
BFG
802
Bouchey Financial Group
New York
$217K – – –
CAM
803
Cozad Asset Management
Illinois
$217K – – –
WTB
804
Washington Trust Bank
Washington
$217K +$55.4K +1,981 +34%
FMBTD
805
First Midwest Bank Trust Division
Illinois
$215K -$505K -18,060 -70%
LNWWM
806
Laird Norton Wetherby Wealth Management
California
$213K +$216K +7,718 New
PFM
807
Parsec Financial Management
North Carolina
$210K +$213K +7,605 New
ATC
808
Adirondack Trust Company
New York
$207K +$14.7K +525 +8%
WA
809
WealthTrust-Arizona
Arizona
$204K -$3.69K -132 -2%
AA
810
Ancora Advisors
Ohio
$201K +$204K +7,282 New
FC
811
Ferris Capital
Massachusetts
$191K – – –
GP
812
Girard Partners
Pennsylvania
$185K +$188K +6,734 New
LPIC
813
LeJeune Puetz Investment Counsel
Michigan
$172K – – –
SQA
814
Simon Quick Advisors
New Jersey
$172K +$134K +4,802 +337%
WPA
815
West Paces Advisors
Georgia
$169K +$28 +1 +0%
PCA
816
Peddock Capital Advisors
Massachusetts
$169K – – –
PCM
817
Princeton Capital Management
New Jersey
$160K +$72.7K +2,600 +81%
PAI
818
Pittenger & Anderson Inc
Nebraska
$159K +$7.7K +275 +5%
AC
819
Avestar Capital
New York
$158K +$28K +1,000 +21%
SFSIG
820
San Francisco Sentry Investment Group
California
$151K -$20.1K -718 -12%
KL
821
KWMG LLC
Kansas
$150K – – –
EWM
822
Edge Wealth Management
New York
$150K +$56 +2 +0%
PCIA
823
Prime Capital Investment Advisors
Kansas
$150K +$152K +5,425 New
BWA
824
BDO Wealth Advisors
Florida
$148K -$4.03K -144 -3%
AIIMS
825
Analyst IMS Investment Management Services
Israel
$148K +$148K +5,305 New
31 32
33
34 35