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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
801
Meridian Wealth Advisors
Texas
$601K +$8.64K +231 +1%
RBCM
802
Raub Brock Capital Management
California
$600K – – –
GLA
803
Good Life Advisors
Pennsylvania
$600K +$175K +4,678 +41%
HCM
804
Harvey Capital Management
Florida
$598K +$1.87K +50 +0.3%
MGWM
805
Marks Group Wealth Management
Minnesota
$595K +$57.7K +1,542 +11%
KJWM
806
Kiley Juergens Wealth Management
Washington
$594K +$8.34K +223 +1%
CC
807
Constitution Capital
Connecticut
$594K +$15K +400 +3%
NWA
808
Navis Wealth Advisors
New York
$594K +$29.5K +789 +5%
SWMP
809
Signature Wealth Management Partners
New Jersey
$593K – – –
SBL
810
Sargent Bickham Lagudis
Colorado
$592K +$19.5K +520 +3%
OIA
811
Optimum Investment Advisors
Illinois
$591K -$398K -10,650 -40%
RWA
812
River Wealth Advisors
Pennsylvania
$591K +$1.46K +39 +0.2%
LC
813
LCNB Corp
Ohio
$587K +$157K +4,200 +37%
SS
814
Sunbelt Securities
Texas
$585K – – –
PFT
815
Providence First Trust
Arizona
$584K +$335K +8,955 +135%
PWS
816
Private Wealth Strategies
Ohio
$581K +$207K +5,540 +56%
RCAG
817
Rehmann Capital Advisory Group
Michigan
$581K +$109K +2,908 +24%
GAB
818
German American Bancorp
Indiana
$580K – – –
IC
819
Intersect Capital
California
$580K +$58K +1,549 +11%
BCV
820
Banque Cantonale Vaudoise
Switzerland
$576K +$7.59K +203 +1%
BIG
821
Boothe Investment Group
Delaware
$575K -$75.3K -2,012 -12%
BSB
822
Bangor Savings Bank
Maine
$575K -$22.1K -592 -4%
BCM
823
Bourgeon Capital Management
Connecticut
$572K -$94.2K -2,519 -14%
APW
824
Aurora Private Wealth
New Jersey
$572K +$203K +5,420 +55%
LA
825
Lynch & Associates
Indiana
$570K -$5.61K -150 -1%
31 32
33
34 35