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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
876
TD Private Client Wealth
New York
$619K -$188K -4,783 -23%
NWA
877
Navis Wealth Advisors
New York
$618K -$472 -12 -0.1%
SBL
878
Sargent Bickham Lagudis
Colorado
$617K +$747 +19 +0.1%
MGWM
879
Marks Group Wealth Management
Minnesota
$616K -$2.95K -75 -0.5%
BIG
880
Boothe Investment Group
Delaware
$616K +$27.4K +697 +5%
SF
881
Summit Financial
New Jersey
$616K -$14.3K -365 -2%
HFS
882
Horizon Financial Services
North Carolina
$612K +$300K +7,627 +95%
TCOO
883
Trust Company of Oklahoma
Oklahoma
$609K +$25.3K +644 +4%
SB
884
Strategic Blueprint
Georgia
$606K +$111K +2,836 +22%
GT
885
Greenleaf Trust
Michigan
$604K +$15.2K +386 +3%
VCM
886
Viewpoint Capital Management
Washington
$603K +$607K +15,442 New
IP
887
Intellectus Partners
California
$602K -$190K -4,836 -24%
VFA
888
Voya Financial Advisors
Connecticut
$602K -$18.7K -477 -3%
HVP
889
Hudson Value Partners
Florida
$601K +$605K +15,382 New
RBCM
890
Raub Brock Capital Management
California
$600K – – –
ACK
891
Andrew C. Karlinski
$600K +$604K +15,355 New
SL
892
Stevard LLC
Illinois
$598K +$299K +7,613 +99%
GWS
893
Glassman Wealth Services
Virginia
$595K +$583K +14,835 +3,756%
PFSC
894
Peoples Financial Services Corp
Pennsylvania
$594K +$15.7K +400 +3%
GIM
895
Grassi Investment Management
California
$593K +$203K +5,162 +51%
AO
896
Advisor OS
Illinois
$593K +$333K +8,466 +126%
BCM
897
Bourgeon Capital Management
Connecticut
$591K -$5.11K -130 -0.9%
SIA
898
Strategic Investment Advisors
Michigan
$591K +$594K +15,122 New
LA
899
Lynch & Associates
Indiana
$590K -$3.93K -100 -0.7%
BWA
900
Bordeaux Wealth Advisors
California
$588K +$592K +15,066 New
34 35
36
37 38