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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
851
Gradient Investments
Minnesota
$82K +$25.3K +917 +42%
JIR
852
James Investment Research
Ohio
$80K -$27.6K -1,000 -25%
CFG
853
Citizens Financial Group
Rhode Island
$80K – – –
B
854
Bridgeworth
Alabama
$79K +$82.9K +3,006 New
TCOV
855
Trust Company of Vermont
Vermont
$75K +$29.7K +1,076 +62%
RPG
856
Risk Paradigm Group
Texas
$73.4K -$8.36K -303 -10%
WAM
857
Watermark Asset Management
California
$66K -$6.89K -250 -9%
OWA
858
One Wealth Advisors
California
$66K +$68.3K +2,475 New
PFBT
859
Parkside Financial Bank & Trust
Missouri
$65K +$248 +9 +0.4%
TL
860
TrueWealth LLC
Georgia
$63K -$3.94K -143 -6%
NA
861
Neuburgh Advisers
California
$63K +$65.6K +2,380 New
BAM
862
Bruderman Asset Management
New York
$62K – – –
IBOK
863
Independence Bank of Kentucky
Kentucky
$61K – – –
SFG
864
SevenBridge Financial Group
Pennsylvania
$61K – – –
BWM
865
Baystate Wealth Management
Massachusetts
$60K -$4.28K -155 -7%
VC
866
Vestor Capital
Illinois
$60K – – –
ANBT
867
American National Bank & Trust
Texas
$59K – – –
M
868
MOTCO
Texas
$58K -$3.17K -115 -5%
SFC
869
SYM Financial Corp
Indiana
$58K +$45K +1,633 +289%
FCMT
870
Founders Capital Management (Texas)
Texas
$57K – – –
FMII
871
Farmers & Merchants Investments Inc
Nebraska
$55K – – –
LYV
872
Live Your Vision
Pennsylvania
$55K +$48.7K +1,765 +706%
BAM
873
Barrett Asset Management
New York
$54K – – –
EFSCE
874
Enterprise Financial Services Corp (EFSC)
Missouri
$53K – – –
FCM
875
Flinton Capital Management
Pennsylvania
$52K +$54.1K +1,960 New
33 34
35
36 37