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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
801
Chilton Capital Management
Texas
$624K -$76K -2,195 -12%
CCWM
802
Cassaday & Co Wealth Management
Virginia
$623K +$17.2K +497 +3%
PVH
803
Psagot Value Holdings
Israel
$622K +$215K +6,214 +61%
AAS
804
Annex Advisory Services
Wisconsin
$622K +$572K +16,536 New
AG
805
Ascent Group
Virginia
$617K +$544K +15,704 New
IP
806
Investment Partners
Ohio
$613K -$7.27K -210 -1%
R
807
Rebalance
California
$610K +$562K +16,222 New
IPAM
808
Investment Partners Asset Management
New Jersey
$609K +$560K +16,184 New
MCC
809
Money Concepts Capital
Florida
$608K +$167K +4,810 +42%
IGWM
810
ICA Group Wealth Management
Colorado
$606K +$41.4K +1,195 +8%
LA
811
Lynch & Associates
Indiana
$604K – – –
AIA
812
Ally Invest Advisors
North Carolina
$604K +$62.3K +1,800 +13%
1IA
813
1834 Investment Advisors
Wisconsin
$602K – – –
RIA
814
Regal Investment Advisors
Michigan
$602K +$163K +4,706 +42%
NWA
815
Navis Wealth Advisors
New York
$602K -$28.8K -831 -5%
APP
816
Avantax Planning Partners
Iowa
$600K – – –
PIA
817
Powell Investment Advisors
Florida
$600K +$900 +26 +0.2%
WFAG
818
Worth Financial Advisory Group
North Carolina
$599K -$4.54K -131 -0.8%
LWM
819
Lyell Wealth Management
California
$599K +$81.1K +2,344 +17%
BCM
820
Bourgeon Capital Management
Connecticut
$593K – – –
PJWM
821
Philip James Wealth Mangement
Georgia
$588K +$541K +15,641 New
TFA
822
Teamwork Financial Advisors
Texas
$586K +$68.4K +1,977 +15%
AFO
823
Allie Family Office
Florida
$585K -$17.3K -500 -3%
CFB
824
Cullen/Frost Bankers
Texas
$585K -$7.44K -215 -1%
AIM
825
Acropolis Investment Management
Missouri
$583K +$173 +5 +0%
31 32
33
34 35