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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
DCS
951
Destiny Capital Securities
Colorado
$320K +$332K +9,640 New
KPWG
952
KFA Private Wealth Group
Virginia
$319K +$930 +27 +0.3%
RCWM
953
Royal Capital Wealth Management
Indiana
$318K +$69 +2 +0%
COCM
954
Charter Oak Capital Management
New Hampshire
$314K – – –
SFB
955
STAR Financial Bank
Indiana
$314K – – –
MC
956
Mathes Company
New York
$313K – – –
C
957
Certuity
Florida
$309K +$42.4K +1,231 +15%
SFWC
958
Strategic Family Wealth Counselors
New Jersey
$309K +$1.03K +30 +0.3%
MIC
959
Meridian Investment Counsel
California
$305K -$3.45K -100 -1%
CNFG
960
Creegan & Nassoura Financial Group
New Hampshire
$304K – – –
HGERS
961
Householder Group Estate & Retirement Specialist
Arizona
$303K +$314K +9,125 New
GP
962
Girard Partners
Pennsylvania
$303K +$44.8K +1,301 +17%
CWM
963
Circle Wealth Management
New Jersey
$302K -$278K -8,055 -47%
FLPIM
964
F.L. Putnam Investment Management
Massachusetts
$302K +$14.3K +416 +5%
FPB
965
First PREMIER Bank
South Dakota
$301K -$1.24K -36 -0.4%
CWM
966
Cedar Wealth Management
California
$300K -$26.3K -762 -8%
HBW
967
Hazlett, Burt & Watson
West Virginia
$299K -$293K -8,511 -49%
EI
968
Ellevest Inc
New York
$299K -$128K -3,709 -29%
CAIMH
969
Central Asset Investments & Management Holdings
Hong Kong
$299K +$310K +9,000 New
D
970
Diversified
Delaware
$298K +$38.4K +1,115 +14%
PCG
971
Prosperity Consulting Group
Maryland
$296K +$308K +8,926 New
HHGA
972
Halbert Hargrove Global Advisors
California
$295K +$1.38K +40 +0.5%
IWP
973
Icon Wealth Partners
Texas
$294K -$17K -492 -5%
AIM
974
Aspen Investment Management
Michigan
$294K -$56.9K -1,650 -16%
RMDI
975
R.M. Davis Inc
Maine
$292K +$18.1K +526 +6%
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39
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