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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1001
SouthState Corp
Florida
$337K -$50.3K -1,345 -13%
EIA
1002
Eldridge Investment Advisors
New Hampshire
$337K -$42.3K -1,131 -11%
RIL
1003
Rothschild Investment LLC
Illinois
$337K +$37 +1 +0%
BA
1004
Bridgewater Advisors
New York
$331K +$330K +8,827 New
LA
1005
Latitude Advisors
Florida
$331K +$330K +8,831 New
GP
1006
Girard Partners
Pennsylvania
$328K -$324K -8,662 -50%
IIC
1007
Integrated Investment Consultants
Michigan
$324K – – –
VIM
1008
Vista Investment Management
Pennsylvania
$320K -$1.08K -29 -0.3%
TCBWMS
1009
Texas Capital Bank Wealth Management Services
Texas
$318K -$14.9M -397,340 -98%
EI
1010
Ellevest Inc
New York
$318K -$16.8K -449 -5%
CAM
1011
Carret Asset Management
New York
$317K – – –
CCG
1012
Cypress Capital Group
Florida
$317K +$15K +400 +5%
NRS
1013
Neville Rodie & Shaw
New York
$316K -$64.9K -1,735 -17%
MG
1014
Mather Group
Illinois
$315K +$314K +8,391 New
WC
1015
Whitney & Co
New York
$314K – – –
MIC
1016
Meridian Investment Counsel
California
$314K +$39.3K +1,050 +14%
MPW
1017
MA Private Wealth
California
$313K +$29.7K +793 +11%
CFC
1018
Coyle Financial Counsel
Illinois
$312K +$311K +8,314 New
NCM
1019
Novare Capital Management
North Carolina
$311K +$310K +8,275 New
PCM
1020
Parsons Capital Management
Rhode Island
$309K +$9.35K +250 +3%
AP
1021
Advisor Partners
California
$307K – – –
RBFC
1022
Roman Butler Fullerton & Co
Missouri
$307K +$290K +7,762 New
BA
1023
Bristlecone Advisors
Washington
$305K – – –
IAA
1024
Ironsides Asset Advisors
North Carolina
$304K -$73.7K -1,970 -20%
AP
1025
Appleton Partners
Massachusetts
$304K +$45K +1,202 +17%
39 40
41
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