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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
926
HM Payson & Co
Maine
$356K -$35.4K -1,086 -9%
RIL
927
Rothschild Investment LLC
Illinois
$356K -$19.7K -605 -5%
AIM
928
Aspen Investment Management
Michigan
$355K +$2.15K +66 +0.6%
TFA
929
Teamwork Financial Advisors
Texas
$355K -$19.2K -588 -5%
SAMT
930
Select Asset Management & Trust
Pennsylvania
$354K – – –
AIA
931
Ally Invest Advisors
North Carolina
$354K +$57.3K +1,755 +20%
KFI
932
Key Financial Inc
Pennsylvania
$353K +$783 +24 +0.2%
VCM
933
Vivaldi Capital Management
Illinois
$352K +$101K +3,106 +42%
SSWG
934
Seven Springs Wealth Group
Tennessee
$352K – – –
KTC
935
Kistler-Tiffany Companies
Pennsylvania
$350K +$339K +10,380 New
ECG
936
Edge Capital Group
Georgia
$350K – – –
AFO
937
Arrowroot Family Office
California
$350K +$338K +10,369 New
LB
938
Leo Brokerage
Texas
$348K +$3.98K +122 +1%
AFG
939
Alterity Financial Group
Maine
$347K – – –
PG
940
Proffitt & Goodson
Tennessee
$346K -$237K -7,261 -41%
NF
941
Nikulski Financial
Iowa
$344K -$66K -2,021 -17%
BWA
942
BlueSky Wealth Advisors
North Carolina
$343K – – –
DBRC
943
D.B. Root & Company
Pennsylvania
$342K -$14.5K -443 -4%
CCWM
944
Cassaday & Co Wealth Management
Virginia
$341K -$236K -7,240 -42%
FPAS
945
Focus Partners Advisor Solutions
Missouri
$339K +$18.6K +571 +6%
BFC
946
Bedel Financial Consulting
Indiana
$338K +$653 +20 +0.2%
LCS
947
Levin Capital Strategies
New York
$337K -$153K -4,700 -32%
DMC
948
Drexel Morgan & Co
Pennsylvania
$337K – – –
BWM
949
Bulltick Wealth Management
Florida
$337K -$9.95K -305 -3%
CA
950
Continuum Advisory
Idaho
$335K -$5.03K -154 -2%
36 37
38
39 40