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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
826
Clear Perspective Advisors
Illinois
$292K +$51.4K +1,752 +23%
BSA
827
Braun Stacey Associates
New York
$291K -$1.76K -60 -0.6%
CC
828
Courier Capital
New York
$289K – – –
DP
829
Dearborn Partners
Illinois
$289K +$48.4K +1,650 +21%
HWA
830
HCR Wealth Advisors
California
$288K +$22.6K +769 +9%
LWM
831
Lyons Wealth Management
Florida
$286K -$12.9K -439 -4%
AMG
832
Asset Management Group
Connecticut
$284K -$8.92K -304 -3%
CRWM
833
Castle Rock Wealth Management
California
$284K +$40K +1,363 +18%
WVP
834
Worth Venture Partners
New Jersey
$283K -$16.8K -572 -6%
PFM
835
Parsec Financial Management
North Carolina
$283K +$8.75K +298 +3%
BL
836
BFSG LLC
California
$281K – – –
TVAMP
837
Tennessee Valley Asset Management Partners
Tennessee
$280K -$1.64K -56 -0.6%
FA
838
Faithward Advisors
Pennsylvania
$280K – – –
NL
839
NWAM LLC
Washington
$280K – – –
VC
840
Vicus Capital
Pennsylvania
$279K -$10.8K -367 -4%
TA
841
Tiedemann Advisors
New York
$278K +$6.54K +223 +3%
SC
842
Schoolcraft Capital
Colorado
$277K – – –
FLPIM
843
F.L. Putnam Investment Management
Massachusetts
$277K -$56.3K -1,919 -18%
LCS
844
Levin Capital Strategies
New York
$277K – – –
IFAM
845
Institutional & Family Asset Management
Colorado
$277K +$42.1K +1,435 +19%
MSU
846
Mizuho Securities USA
New York
$277K +$264K +9,000 New
CAL
847
Capital Advisors Ltd
Ohio
$275K – – –
CAI
848
Capital Advisors Inc
Oklahoma
$275K +$19.2K +655 +8%
SAM
849
Strategy Asset Managers
California
$273K +$260K +8,862 New
PCM
850
Parsons Capital Management
Rhode Island
$272K -$10.3K -350 -4%
32 33
34
35 36