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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
876
Monograph Wealth Advisors
California
$533K – – –
IAG
877
Investment Advisory Group
Massachusetts
$532K +$242K +7,149 +85%
MPCG
878
Matrix Private Capital Group
New York
$532K +$95.5K +2,824 +22%
IIA
879
IPG Investment Advisors
California
$529K -$2.41M -71,121 -82%
WCM
880
WealthBridge Capital Management
Ohio
$527K -$25.8K -764 -5%
CFG
881
Carr Financial Group
Massachusetts
$526K +$520K +15,387 New
SL
882
Stevard LLC
Illinois
$524K – – –
GWS
883
Glassman Wealth Services
Virginia
$522K +$879 +26 +0.2%
ARC
884
Advisor Resource Council
Texas
$520K -$172K -5,096 -25%
BWM
885
Baystate Wealth Management
Massachusetts
$520K +$2.71K +80 +0.5%
ATC
886
Argent Trust Co
Tennessee
$519K -$33.8K -1,000 -6%
BCM
887
Bourgeon Capital Management
Connecticut
$517K – – –
LA
888
Lynch & Associates
Indiana
$516K – – –
SIM
889
Sterling Investment Management
Arizona
$514K +$14.8K +439 +3%
SEIA
890
Signature Estate & Investment Advisors
California
$514K -$262K -7,737 -34%
PWS
891
Private Wealth Strategies
Ohio
$511K -$175K -5,179 -26%
BCWM
892
Bartlett & Co Wealth Management
Ohio
$510K +$8.79K +260 +2%
BC
893
Bartlett & Co
Ohio
$510K +$8.79K +260 +2%
JIR
894
James Investment Research
Ohio
$509K +$8.79K +260 +2%
SCM
895
Sebold Capital Management
Illinois
$505K +$499K +14,757 New
LCS
896
Levin Capital Strategies
New York
$503K – – –
ACM
897
Allred Capital Management
Texas
$500K -$67.1K -1,983 -12%
PFA
898
Pettinga Financial Advisors
Indiana
$500K -$293K -8,650 -37%
BA
899
Ballew Advisors
Mississippi
$496K +$3.18K +94 +0.7%
KJWM
900
Kiley Juergens Wealth Management
Washington
$491K +$135 +4 +0%
34 35
36
37 38