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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
976
TrueWealth Advisors
Alabama
$329K +$106K +2,888 +48%
EI
977
Ellevest Inc
New York
$328K +$204K +5,564 +165%
AI
978
Accredited Investors
Minnesota
$327K +$14.6K +400 +5%
S
979
SignatureFD
Georgia
$325K -$5.74K -157 -2%
ACG
980
Allen Capital Group
Nebraska
$325K +$11.3K +310 +4%
WIC
981
Woodmont Investment Counsel
Tennessee
$322K +$321K +8,770 New
WWMSC
982
Wagner Wealth Management (South Carolina)
South Carolina
$319K +$189K +5,170 +146%
CFS
983
CRA Financial Services
New Jersey
$318K +$73.7K +2,016 +30%
P
984
&Partners
Tennessee
$318K +$317K +8,670 New
TA
985
Tectonic Advisors
Texas
$317K -$12.9K -353 -4%
IIC
986
Integrated Investment Consultants
Michigan
$317K -$4.54K -124 -1%
HIP
987
HUB Investment Partners
Texas
$317K +$316K +8,645 New
VIM
988
Vista Investment Management
Pennsylvania
$314K -$8.74K -239 -3%
IF
989
Intrua Financial
Texas
$313K -$25.6K -700 -8%
HHGA
990
Halbert Hargrove Global Advisors
California
$313K +$1.21K +33 +0.4%
CAM
991
Carret Asset Management
New York
$310K – – –
BSA
992
Braun Stacey Associates
New York
$309K – – –
FFG
993
Fortem Financial Group
California
$309K +$308K +8,416 New
PFM
994
Parsec Financial Management
North Carolina
$308K – – –
WC
995
Whitney & Co
New York
$307K – – –
TFF
996
The Family Firm
Maryland
$306K -$23.3K -638 -7%
ACA
997
Aptus Capital Advisors
Alabama
$306K +$109K +2,977 +55%
PWW
998
Pettyjohn Wood & White
Virginia
$304K +$31.1K +850 +11%
AP
999
Advisor Partners
California
$300K – – –
ECM
1000
Exchange Capital Management
Michigan
$299K +$5.3K +145 +2%
38 39
40
41 42