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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
901
Sax Wealth Advisors
New Jersey
$489K -$108K -3,193 -18%
SIC
902
SFE Investment Counsel
California
$489K +$475K +14,055 New
BWG
903
Beta Wealth Group
California
$489K +$21.7K +641 +5%
SBL
904
Sargent Bickham Lagudis
Colorado
$489K +$778 +23 +0.2%
WIM
905
Westside Investment Management
California
$489K -$6.76K -200 -0.2%
KIG
906
Kessler Investment Group
Indiana
$484K -$40.5K -1,198 -8%
CCA
907
Clearwater Capital Advisors
Illinois
$483K -$182K -5,379 -28%
ASBI
908
American State Bank (Iowa)
Iowa
$480K – – –
TC
909
TownSquare Capital
Utah
$479K +$474K +14,004 New
TPW
910
Transatlantique Private Wealth
New York
$479K +$474K +14,000 New
VCM
911
Viewpoint Capital Management
Washington
$477K -$44K -1,300 -9%
SAM
912
Sawgrass Asset Management
Florida
$477K -$2.2K -65 -0.5%
VNA
913
Valley National Advisers
Pennsylvania
$476K +$13.7K +405 +3%
JFGIW
914
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$476K +$328K +9,691 +230%
PCA
915
Providence Capital Advisors
North Carolina
$469K +$21.7K +641 +5%
MS
916
Maven Securities
Jersey
$469K +$464K +13,705 New
WSTAM
917
Wilbanks Smith & Thomas Asset Management
Virginia
$467K +$462K +13,660 New
GPA
918
Guidance Point Advisors
Massachusetts
$467K +$2.84K +84 +0.6%
PA
919
Procyon Advisors
Connecticut
$464K -$338 -10 -0.1%
GCM
920
Gallacher Capital Management
Colorado
$460K +$455K +13,461 New
LSA
921
L & S Advisors
California
$460K +$189K +5,595 +71%
SDAM
922
Shulman DeMeo Asset Management
New York
$460K +$93.9K +2,776 +26%
ECM
923
Elgethun Capital Management
South Dakota
$460K +$205K +6,060 +83%
BA
924
Bristlecone Advisors
Washington
$458K +$179K +5,285 +65%
CA
925
Claro Advisors
Massachusetts
$457K -$53.1K -1,570 -11%
35 36
37
38 39