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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
901
Sovran Advisors
California
$986K -$78K -1,464 -7%
DWP
902
Destiny Wealth Partners
Florida
$984K -$13.3M -249,693 -93%
WAM
903
Wakefield Asset Management
Colorado
$983K +$956K +17,943 New
RPGK
904
Retirement Planning Group (Kansas)
Kansas
$980K -$18.9K -355 -2%
SC
905
Sapient Capital
Indiana
$979K +$31.7K +594 +3%
CIAS
906
Capital Investment Advisory Services
North Carolina
$978K +$3.25K +61 +0.3%
GAA
907
Guardian Asset Advisors
Pennsylvania
$975K -$320 -6 -0%
APWA
908
Atlas Private Wealth Advisors
New Jersey
$974K -$265K -4,976 -22%
BFA
909
Beacon Financial Advisory
Ohio
$972K +$10.7K +200 +1%
SWA
910
SOA Wealth Advisors
New York
$970K -$8.58K -161 -0.9%
EI
911
EFG International
$970K +$943K +17,704 New
USB
912
Union Savings Bank
Connecticut
$966K +$940K +17,636 New
WPW
913
Waldron Private Wealth
Pennsylvania
$964K – – –
FNBT
914
FineMark National Bank & Trust
Florida
$963K -$152K -2,856 -14%
PWM
915
Partners Wealth Management
California
$963K -$11.6K -218 -1%
RWB
916
RMR Wealth Builders
New Jersey
$963K -$425K -7,973 -31%
RA
917
Riversedge Advisors
Delaware
$953K – – –
CCA
918
Cypress Capital Advisors
Tennessee
$951K – – –
RFA
919
Rollins Financial Advisors
New York
$948K -$63.2K -1,187 -6%
LI
920
LRI Investments
Florida
$948K -$8.47K -159 -0.9%
BB
921
Bell Bank
North Dakota
$947K -$49.6K -930 -5%
IWA
922
IBEX Wealth Advisors
New Jersey
$944K +$1.92K +36 +0.2%
WBCM
923
Wilson & Boucher Capital Management
California
$943K +$40K +750 +5%
KJWM
924
Kiley Juergens Wealth Management
Washington
$942K +$2.66K +50 +0.3%
PIA
925
Powell Investment Advisors
Florida
$940K -$51.9K -974 -5%
35 36
37
38 39