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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
826
Patriot Financial Group Insurance Agency
Massachusetts
$264K +$97.6K +3,648 +69%
ACP
827
Arcus Capital Partners
Georgia
$262K +$238K +8,887 New
AWM
828
Aries Wealth Management
Maine
$259K – – –
WC
829
Whitney & Co
New York
$255K -$669 -25 -0.3%
IIC
830
Integrated Investment Consultants
Michigan
$254K +$5.35K +200 +2%
AI
831
Accredited Investors
Minnesota
$251K – – –
BSA
832
Braun Stacey Associates
New York
$251K +$2.94K +110 +1%
CAM
833
Carret Asset Management
New York
$249K -$53.1K -1,984 -19%
MSS
834
Mitchell Sinkler & Starr
Pennsylvania
$249K +$226K +8,450 New
CT
835
Chicago Trust
Illinois
$248K -$64.6K -2,413 -22%
PFM
836
Parsec Financial Management
North Carolina
$248K – – –
ACP
837
Aviance Capital Partners
Florida
$248K +$225K +8,413 New
BFA
838
Beacon Financial Advisory
Ohio
$248K +$226K +8,433 New
LS
839
Leelyn Smith
Illinois
$247K -$31.9K -1,192 -12%
ACG
840
Allen Capital Group
Nebraska
$247K – – –
MPW
841
MA Private Wealth
California
$245K -$8.36M -312,615 -97%
BL
842
BFSG LLC
California
$245K +$222K +8,314 New
PCM
843
Pointe Capital Management
Michigan
$243K +$220K +8,236 New
PA
844
Parallel Advisors
California
$242K -$187K -6,990 -46%
AP
845
Advisor Partners
California
$241K +$219K +8,173 New
WTB
846
Washington Trust Bank
Washington
$238K +$216K +8,060 New
AAP
847
Arax Advisory Partners
Colorado
$236K -$2.89K -108 -1%
AIM
848
Allen Investment Management
New York
$236K +$214K +8,004 New
MFA
849
Mayflower Financial Advisors
Massachusetts
$234K +$212K +7,929 New
SDH
850
Sloy Dahl & Holst
Washington
$231K +$201K +7,510 New
32 33
34
35 36