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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
1026
TrueWealth LLC
Georgia
$45K – – –
TT
1027
TI-Trust
Illinois
$45K +$43.3K +1,475 New
WAS
1028
Winch Advisory Services
Wisconsin
$44K +$205 +7 +0.5%
VNA
1029
Valley National Advisers
Pennsylvania
$44K +$1.64K +56 +4%
SIC
1030
Samalin Investment Counsel
New York
$44K +$42K +1,430 New
CFN
1031
Cordasco Financial Network
Florida
$43K – – –
WB
1032
West Bancorporation
Iowa
$42K +$40.3K +1,374 New
WQ
1033
Wealth Quarterback
New Jersey
$41.7K +$403K +13,724 New
WCG
1034
Weaver Consulting Group
California
$41K – – –
LFA
1035
Lighthouse Financial Advisors
Maryland
$41K +$39.7K +1,351 New
SWA
1036
Sutton Wealth Advisors
Florida
$39.5K – – –
JHCP
1037
Jackson Hole Capital Partners
Oklahoma
$39K – – –
FWM
1038
Filbrandt Wealth Management
Wisconsin
$39K +$37.8K +1,289 New
THWM
1039
Taylor Hoffman Wealth Management
Virginia
$38K – – –
AF
1040
Allworth Financial
California
$37K +$13.2K +451 +59%
TIM
1041
Tortoise Investment Management
New York
$37K +$14.8K +505 +73%
SFA
1042
Stewardship Financial Advisors
Georgia
$37K +$34.9K +1,188 New
QAM
1043
QCI Asset Management
New York
$35K – – –
PP
1044
Pacifica Partners
Canada
$34K +$32K +1,090 New
TF
1045
Tompkins Financial
New York
$34K +$32.4K +1,105 New
MAWCM
1046
Mine & Arao Wealth Creation & Management
California
$34K +$32.8K +1,116 New
SL
1047
Savior LLC
Massachusetts
$33K +$31.7K +1,079 New
FP
1048
Financial Perspectives
Minnesota
$33K +$31.4K +1,071 New
FGAM
1049
Financial Gravity Asset Management
Texas
$32K -$9.89K -337 -21%
BCM
1050
Bourgeon Capital Management
Connecticut
$31K – – –
40 41
42
43 44