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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1001
WNY Asset Management
New York
$413K -$220K -5,353 -35%
SAMT
1002
Select Asset Management & Trust
Pennsylvania
$413K – – –
ACP
1003
Aviance Capital Partners
Florida
$412K +$206K +5,001 +100%
DMC
1004
Drexel Morgan & Co
Pennsylvania
$411K – – –
HWA
1005
Hillcrest Wealth Advisors
New Jersey
$411K – – –
LCS
1006
Levin Capital Strategies
New York
$411K – – –
HPC
1007
HM Payson & Co
Maine
$410K +$7.53K +183 +2%
MWM
1008
Modera Wealth Management
New Jersey
$410K +$4.45K +108 +1%
CPIG
1009
Chicago Partners Investment Group
Illinois
$409K +$119K +2,890 +45%
TI
1010
tru Independence
Oregon
$408K -$25.9K -630 -6%
KPWG
1011
KFA Private Wealth Group
Virginia
$408K -$27.9K -679 -6%
BFC
1012
Bedel Financial Consulting
Indiana
$407K +$453 +11 +0.1%
EWM
1013
Elevatus Welath Management
New York
$406K – – –
SIM
1014
Sterling Investment Management
Arizona
$405K -$63.6K -1,545 -14%
HIC
1015
Holderness Investments Company
North Carolina
$403K +$99.6K +2,419 +33%
SFB
1016
STAR Financial Bank
Indiana
$403K -$8.23K -200 -2%
SIMG
1017
Sonora Investment Management Group
Arizona
$402K – – –
AWA
1018
Amplius Wealth Advisors
Pennsylvania
$400K -$20.6K -500 -5%
WTC
1019
WhitTier Trust Company
Nevada
$400K – – –
MIA
1020
Milestone Investment Advisors
Wisconsin
$399K -$67.8K -1,647 -15%
BBHC
1021
Brown Brothers Harriman & Co
New York
$397K – – –
RCWM
1022
Royal Capital Wealth Management
Indiana
$395K +$82 +2 +0%
SFWC
1023
Strategic Family Wealth Counselors
New Jersey
$394K +$1.11K +27 +0.3%
KF
1024
KKM Financial
Illinois
$391K – – –
BMWM
1025
Brown Miller Wealth Management
Virginia
$391K +$391K +9,511 New
39 40
41
42 43