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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
851
Whitener Capital Management
North Carolina
$108K +$105K +3,895 New
RPG
852
Risk Paradigm Group
Texas
$97.3K +$5.65K +210 +6%
BDWM
853
Brewin Dolphin Wealth Management
Ireland
$97.1K – – –
CA
854
Crewe Advisors
Utah
$95K +$91.3K +3,393 New
BBPWM
855
Blue Bell Private Wealth Management
Pennsylvania
$94K – – –
NPP
856
New Potomac Partners
Maryland
$94K +$90.8K +3,375 New
CFG
857
Citizens Financial Group
Rhode Island
$93K – – –
WAS
858
WESPAC Advisors SoCal
California
$88K – – –
SIM
859
Sonora Investment Management
Arizona
$85.9K – – –
PCP
860
Proficio Capital Partners
Massachusetts
$83K – – –
WAM
861
Watermark Asset Management
California
$76K – – –
TL
862
TrueWealth LLC
Georgia
$75K +$72.1K +2,679 New
FFW
863
Fusion Family Wealth
New York
$74K +$6.05K +225 +9%
FCB
864
First Command Bank
Texas
$71K – – –
FCFS
865
First Command Financial Services
Texas
$71K – – –
RFA
866
Reilly Financial Advisors
California
$69K +$29.4K +1,092 +79%
PFBT
867
Parkside Financial Bank & Trust
Missouri
$68K +$11.1K +412 +20%
LWM
868
Lenox Wealth Management
Ohio
$68K +$26.3K +976 +67%
BWM
869
Baystate Wealth Management
Massachusetts
$66K – – –
ANBT
870
American National Bank & Trust
Texas
$64K – – –
SFG
871
SevenBridge Financial Group
Pennsylvania
$64K – – –
IBOK
872
Independence Bank of Kentucky
Kentucky
$64K +$61.6K +2,290 New
VC
873
Vestor Capital
Illinois
$63K – – –
M
874
MOTCO
Texas
$61K – – –
DBT
875
Dubuque Bank & Trust
Iowa
$61K +$53.8K +1,999 +1,052%
33 34
35
36 37