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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
801
Cozad Asset Management
Illinois
$221K – – –
LW
802
Linscomb Wealth
Texas
$220K -$27.6K -1,000 -11%
FFA
803
First Foundation Advisors
California
$220K +$217K +7,846 New
LA
804
LVW Advisors
New York
$219K -$29.6K -1,072 -12%
PW
805
Price Wealth
Texas
$219K +$216K +7,835 New
KPCM
806
Kings Point Capital Management
New York
$218K +$26.5K +960 +14%
DP
807
Dearborn Partners
Illinois
$217K -$58.3K -2,111 -21%
EWM
808
Edge Wealth Management
New York
$217K – – –
SCM
809
Sterling Capital Management
North Carolina
$217K +$214K +7,756 New
CPA
810
Clear Perspective Advisors
Illinois
$216K – – –
AP
811
Appleton Partners
Massachusetts
$213K -$44.7K -1,619 -18%
IFAM
812
Institutional & Family Asset Management
Colorado
$212K -$125K -4,543 -37%
JIR
813
James Investment Research
Ohio
$212K – – –
IIA
814
IPG Investment Advisors
California
$212K – – –
CCG
815
Cypress Capital Group
Florida
$211K – – –
SIC
816
Salem Investment Counselors
North Carolina
$210K – – –
AI
817
Atom Investors
Texas
$208K +$205K +7,444 New
PG
818
Patten Group
Tennessee
$207K -$5.13K -186 -2%
RGNCM
819
R.G. Niederhoffer Capital Management
New York
$207K +$204K +7,400 New
AMM
820
American Money Management
California
$206K +$203K +7,355 New
VAG
821
VisionPoint Advisory Group
Texas
$205K -$607 -22 -0.3%
IFS
822
Ifrah Financial Services
Arkansas
$204K -$4.14K -150 -2%
AP
823
Advisor Partners
California
$204K +$201K +7,285 New
SMFS
824
Squar Milner Financial Services
California
$203K -$2.32K -84 -1%
GLLW
825
Graves Light Lenhart Wealth
Virginia
$203K +$196K +7,085 New
31 32
33
34 35