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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
926
JMG Financial Group
Illinois
$208K +$199K +6,765 New
EWM
927
Empirical Wealth Management
Washington
$206K -$55.9K -1,905 -22%
LSA
928
L & S Advisors
California
$206K +$196K +6,681 New
LNWWM
929
Laird Norton Wetherby Wealth Management
California
$203K +$194K +6,595 New
ERIM
930
Eagle Ridge Investment Management
Connecticut
$203K +$194K +6,597 New
AIM
931
Anchor Investment Management
South Carolina
$202K -$4.08K -139 -2%
LWS
932
Lucia Wealth Services
California
$200K +$73.4K +2,500 +63%
ATC
933
Argent Trust Co
Tennessee
$200K +$190K +6,485 New
MCCP
934
Mission Creek Capital Partners
California
$200K +$191K +6,507 New
OCM
935
Orser Capital Management
Texas
$200K +$191K +6,512 New
SQA
936
Simon Quick Advisors
New Jersey
$198K +$6.63K +226 +4%
MCM
937
McMillion Capital Management
North Carolina
$194K +$11.3K +385 +7%
LWM
938
Liberty Wealth Management
California
$190K – – –
BW
939
Bison Wealth
Georgia
$188K +$179K +6,108 New
IWA
940
Intercontinental Wealth Advisors
Texas
$186K -$33.3K -1,135 -16%
JSC
941
Jackson Square Capital
California
$184K +$175K +5,972 New
CTB
942
Country Trust Bank
Illinois
$181K +$34.2K +1,165 +25%
BWM
943
Baystate Wealth Management
Massachusetts
$177K +$107K +3,638 +172%
AWA
944
Arkadios Wealth Advisors
Georgia
$177K +$167K +5,681 New
PFGIA
945
Patriot Financial Group Insurance Agency
Massachusetts
$176K -$11.6K -395 -6%
LPIC
946
LeJeune Puetz Investment Counsel
Michigan
$171K – – –
EWP
947
Engrave Wealth Partners
Texas
$164K +$156K +5,328 New
ATC
948
Adirondack Trust Company
New York
$157K – – –
PA
949
Procyon Advisors
Connecticut
$156K +$149K +5,084 New
IF
950
Ironwood Financial
Arizona
$147K – – –
36 37
38
39 40