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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
801
Certified Advisory Corp
Florida
$1.31M +$75.4K +1,504 +6%
NM
802
NWI Management
New York
$1.29M – – –
GFL
803
Granite FO LLC
New Hampshire
$1.29M – – –
HG
804
Herbst Group
Connecticut
$1.29M +$37.8K +753 +3%
SSWM
805
Smith Salley Wealth Management
North Carolina
$1.29M -$17.7K -352 -1%
MIM
806
Macroview Investment Management
Maryland
$1.29M +$1.29M +25,799 New
RWB
807
RMR Wealth Builders
New Jersey
$1.28M +$144K +2,876 +13%
AMG
808
Advisors Management Group
Wisconsin
$1.27M +$110K +2,200 +9%
CASB
809
Cape Ann Savings Bank
Massachusetts
$1.27M -$6.77K -135 -0.5%
EFG
810
Ehrlich Financial Group
California
$1.26M +$939K +18,715 +285%
WIA
811
Westbourne Investment Advisors
Maryland
$1.25M +$78.2K +1,560 +7%
BCG
812
Breakwater Capital Group
New Jersey
$1.24M +$64.9K +1,294 +5%
RMDI
813
R.M. Davis Inc
Maine
$1.24M -$201K -4,011 -14%
NAS
814
NWF Advisory Services
California
$1.24M -$79.5K -1,585 -6%
SC
815
Syon Capital
California
$1.24M +$440K +8,769 +55%
AGAM
816
Audent Global Asset Management
California
$1.23M -$171K -3,404 -12%
LA
817
Latitude Advisors
Florida
$1.23M +$1.24M +24,643 New
FPW
818
Flywheel Private Wealth
California
$1.23M – – –
ST
819
Sentinel Trust
Texas
$1.22M -$49.1K -978 -4%
CWM
820
C2C Wealth Management
Arizona
$1.22M -$4.87K -97 -0.4%
CAG
821
Csenge Advisory Group
Florida
$1.22M -$378K -7,527 -22%
AFG
822
Atomi Financial Group
New York
$1.21M +$860K +17,138 +237%
PP
823
PFS Partners
New Jersey
$1.21M -$408K -8,138 -25%
AP
824
Appleton Partners
Massachusetts
$1.21M -$120K -2,402 -9%
MA
825
MKT Advisors
California
$1.21M +$19.7K +393 +1%
31 32
33
34 35