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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
1001
Boothbay Fund Management
New York
$457K +$460K +11,704 New
DG
1002
Doman Group
New York
$455K +$458K +11,641 New
FIBT
1003
First International Bank & Trust
North Dakota
$454K +$457K +11,619 New
LWAM
1004
Legacy Wealth Asset Management
Minnesota
$453K – – –
AIM
1005
Aspen Investment Management
Michigan
$453K +$39.3K +1,000 +9%
ATC
1006
Adirondack Trust Company
New York
$452K – – –
CFC
1007
Client First Capital
California
$448K +$451K +11,469 New
BFO
1008
Biltmore Family Office
North Carolina
$446K – – –
ACA
1009
Aptus Capital Advisors
Alabama
$446K +$49.7K +1,264 +12%
HPC
1010
HM Payson & Co
Maine
$446K +$78.6K +2,000 +21%
TWP
1011
Tempus Wealth Planning
California
$442K – – –
CPA
1012
Clear Perspective Advisors
Illinois
$441K -$18.6K -473 -4%
GCM
1013
Goldstream Capital Management
Hong Kong
$441K +$444K +11,293 New
LPT
1014
Legacy Private Trust
Wisconsin
$438K – – –
FUBT
1015
First United Bank & Trust
Maryland
$435K -$40.2K -1,023 -8%
YIA
1016
YHB Investment Advisors
Connecticut
$433K – – –
CSA
1017
Cottage Street Advisors
Massachusetts
$433K +$436K +11,085 New
NA
1018
Nottingham Advisors
New York
$432K -$29.3K -745 -6%
SC
1019
Savant Capital
Illinois
$431K +$137K +3,473 +46%
DBRC
1020
D.B. Root & Company
Pennsylvania
$430K -$629K -15,990 -59%
FH
1021
FWG Holdings
Florida
$430K +$1.77K +45 +0.4%
HJMC
1022
Hellman Jordan Management Company
Massachusetts
$430K +$433K +11,015 New
SDAM
1023
Shulman DeMeo Asset Management
New York
$428K +$431K +10,953 New
CFAM
1024
Center For Asset Management
Florida
$428K +$431K +10,966 New
SSWG
1025
Seven Springs Wealth Group
Tennessee
$427K – – –
39 40
41
42 43