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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
TNB
826
Thomasville National Bank
Georgia
$519K – – –
IP
827
Investment Partners
Ohio
$519K +$380K +11,000 +200%
CFO
828
Collective Family Office
Pennsylvania
$518K +$61.4K +1,778 +12%
HWMA
829
Heritage Wealth Management (Arizona)
Arizona
$516K -$123K -3,559 -18%
ATC
830
Argent Trust Co
Tennessee
$513K +$5.01K +145 +0.9%
HSA
831
HBK Sorce Advisory
Pennsylvania
$510K -$290K -8,393 -34%
WCM
832
WealthBridge Capital Management
Ohio
$509K -$28.3K -819 -5%
SF
833
Summit Financial
New Jersey
$507K -$322K -9,309 -37%
GLA
834
Good Life Advisors
Pennsylvania
$507K -$227K -6,561 -29%
CRCM
835
Corbett Road Capital Management
Virginia
$507K -$182K -5,255 -25%
LCM
836
Laurion Capital Management
New York
$506K +$556K +16,100 New
JIR
837
James Investment Research
Ohio
$504K -$23.7K -685 -4%
RBCM
838
Raub Brock Capital Management
California
$503K – – –
AF
839
Apexium Financial
Texas
$503K +$54.3K +1,570 +11%
AA
840
Addison Advisors
Vermont
$500K +$4.32K +125 +0.8%
BAM
841
Brave Asset Management
New Jersey
$495K -$2.97M -85,808 -85%
SW
842
Simplicity Wealth
New Jersey
$493K -$415K -12,021 -43%
TP
843
Tranquility Partners
Tennessee
$493K -$332K -9,598 -38%
PFO
844
Pathstone Family Office
New Jersey
$492K +$273K +7,888 +101%
MWA
845
Monograph Wealth Advisors
California
$490K – – –
GIM
846
Grassi Investment Management
California
$487K +$18.6K +538 +4%
HVP
847
Hudson Value Partners
Florida
$483K -$3.11K -90 -0.6%
AWA
848
Alta Wealth Advisors
Massachusetts
$483K +$12.1K +349 +2%
HFW
849
Horizon Family Wealth
Illinois
$483K +$531K +15,372 New
SIM
850
Sterling Investment Management
Arizona
$481K +$5.36K +155 +1%
32 33
34
35 36