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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
851
Blue Bell Private Wealth Management
Pennsylvania
$90K – – –
RFA
852
Reilly Financial Advisors
California
$90K – – –
ZB
853
Zions Bancorporation
Utah
$89K -$13K -481 -13%
CFG
854
Citizens Financial Group
Rhode Island
$83K -$674K -24,881 -89%
ME
855
McIlrath & Eck
Washington
$82K – – –
PCP
856
Proficio Capital Partners
Massachusetts
$82K – – –
LWM
857
Lenox Wealth Management
Ohio
$82K +$39.8K +1,470 +98%
FCB
858
First Command Bank
Texas
$81K – – –
FCFS
859
First Command Financial Services
Texas
$81K – – –
BDWM
860
Brewin Dolphin Wealth Management
Ireland
$79.8K – – –
TWA
861
TCI Wealth Advisors
Arizona
$79K +$35.8K +1,322 +86%
AC
862
Avestar Capital
New York
$78K – – –
BCA
863
Berman Capital Advisors
Georgia
$78K – – –
TCOV
864
Trust Company of Vermont
Vermont
$78K +$28.8K +1,062 +60%
SNT
865
Security National Trust
West Virginia
$77K -$542 -20 -0.7%
SCA
866
Stonebridge Capital Advisors
Minnesota
$71K +$69.2K +2,555 New
BWA
867
BDO Wealth Advisors
Florida
$67K -$22.1K -816 -25%
EFSCE
868
Enterprise Financial Services Corp (EFSC)
Missouri
$66K +$10.2K +377 +19%
BHWM
869
Bay Harbor Wealth Management
Maryland
$64K -$82.9K -3,062 -57%
IBOK
870
Independence Bank of Kentucky
Kentucky
$63K – – –
TSW
871
Thompson Siegel & Walmsley
Virginia
$63K – – –
VC
872
Vestor Capital
Illinois
$62K -$13.5K -500 -18%
BWM
873
Baystate Wealth Management
Massachusetts
$62K +$27 +1 +0%
ANBT
874
American National Bank & Trust
Texas
$61K – – –
RCWMU
875
Rothschild & Co Wealth Management (UK)
United Kingdom
$60K +$59.3K +2,190 New
33 34
35
36 37