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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
HHRDM
1001
H&H Retirement Design & Management
Nevada
$263K +$3.11K +94 +1%
PFM
1002
Parsec Financial Management
North Carolina
$263K +$3.77K +114 +1%
WA
1003
Wealth Advisors
California
$262K -$5.88K -178 -2%
FPB
1004
First PREMIER Bank
South Dakota
$260K – – –
DSC
1005
Duncker Streett & Co
Missouri
$259K -$132K -4,000 -32%
FM
1006
Freemont Management
Switzerland
$258K – – –
EI
1007
Ellevest Inc
New York
$257K – – –
IAG
1008
Investment Advisory Group
Massachusetts
$256K +$278K +8,420 New
BFPW
1009
BOK Financial Private Wealth
Colorado
$254K – – –
FPAS
1010
Focus Partners Advisor Solutions
Missouri
$254K +$277K +8,376 New
CPSAC
1011
Chas P. Smith & Associates (CPS)
Florida
$254K +$277K +8,380 New
OCM
1012
One Capital Management
California
$253K -$189K -5,727 -41%
BWA
1013
BDO Wealth Advisors
Florida
$252K – – –
KFS
1014
Kurt F. Somerville
$252K – – –
WC
1015
Whitney & Co
New York
$252K – – –
VIM
1016
Vista Investment Management
Pennsylvania
$251K -$99 -3 -0%
SCA
1017
Sage Capital Advisors
South Dakota
$251K +$99 +3 +0%
T
1018
TNF
Montana
$249K – – –
RIS
1019
Retirement Income Solutions
Michigan
$247K – – –
BA
1020
Bristlecone Advisors
Washington
$246K – – –
CAM
1021
Carret Asset Management
New York
$245K +$1.06K +32 +0.4%
LWM
1022
Liberty Wealth Management
California
$245K +$22.2K +672 +9%
PCM
1023
Parsons Capital Management
Rhode Island
$244K +$10.9K +329 +4%
BSA
1024
Braun Stacey Associates
New York
$242K -$331 -10 -0.1%
MFA
1025
Mayflower Financial Advisors
Massachusetts
$240K -$37.4K -1,132 -13%
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