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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
801
Sowa Financial Group
Rhode Island
$901K -$151K -3,462 -15%
TPW
802
Talon Private Wealth
Florida
$899K +$865K +19,826 New
SC
803
Savant Capital
Illinois
$897K +$339K +7,768 +65%
WA
804
Waverly Advisors
Alabama
$891K -$131K -3,013 -13%
EWA
805
Exencial Wealth Advisors
Oklahoma
$891K -$186K -4,263 -18%
SWM
806
Silverlake Wealth Management
Vermont
$886K +$853K +19,546 New
UF
807
Univest Financial
Pennsylvania
$883K +$850K +19,475 New
GAA
808
Global Assets Advisory
Florida
$876K +$848K +19,435 New
GAM
809
Gotham Asset Management
New York
$875K – – –
HL
810
HeadInvest LLC
Maine
$874K -$29.7K -680 -3%
VCM
811
Vivaldi Capital Management
Illinois
$872K +$228K +5,235 +37%
SWA
812
SOA Wealth Advisors
New York
$872K +$2.18K +50 +0.3%
IC
813
IEQ Capital
California
$867K +$187K +4,292 +29%
LI
814
LRI Investments
Florida
$867K +$659K +15,095 +639%
CC
815
Constitution Capital
Connecticut
$866K -$35.6K -815 -4%
GEM
816
Global Endowment Management
North Carolina
$862K – – –
SCM
817
Spreng Capital Management
Ohio
$858K -$333K -7,635 -29%
BHA
818
Beech Hill Advisors
New York
$857K +$40.1K +920 +5%
MCM
819
MV Capital Management
Maryland
$855K – – –
RFA
820
Rollins Financial Advisors
New York
$853K -$610K -13,970 -43%
HNB
821
Hilltop National Bank
Wyoming
$839K -$19.6K -449 -2%
WPW
822
Waldron Private Wealth
Pennsylvania
$835K – – –
QCM
823
QRG Capital Management
Illinois
$832K +$12.6K +288 +2%
TPI
824
Trust Point Inc
Wisconsin
$824K – – –
NEWAS
825
N.E.W. Advisory Services
Wisconsin
$823K +$9.43K +216 +1%
31 32
33
34 35