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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
FMW
1026
Farr Miller & Washington
District of Columbia
$303K – – –
HFS
1027
Horizon Financial Services
North Carolina
$302K +$55.9K +1,495 +23%
PFO
1028
Pathstone Family Office
New Jersey
$300K -$11M -293,090 -97%
VCM
1029
Vivaldi Capital Management
Illinois
$300K -$62.5K -1,671 -17%
BA
1030
Bellwether Advisors
Nebraska
$299K -$8.53M -227,868 -97%
HB
1031
Homrich & Berg
Georgia
$299K +$27.4K +733 +10%
BSA
1032
Braun Stacey Associates
New York
$298K -$17.7K -474 -6%
IAP
1033
Indie Asset Partners
Indiana
$296K -$2.84K -76 -1%
PMG
1034
ProVise Management Group
Florida
$290K +$289K +7,725 New
SL
1035
Stevard LLC
Illinois
$289K – – –
RMC
1036
Resources Management Corp
Connecticut
$288K – – –
LGA
1037
Lebenthal Global Advisors
New York
$287K -$1.35M -36,071 -82%
DP
1038
Dearborn Partners
Illinois
$286K -$5.61K -150 -2%
JF
1039
JSF Financial
California
$285K +$187 +5 +0.1%
MA
1040
MBA Advisors
Pennsylvania
$285K +$2.36K +63 +0.8%
SEP
1041
Southland Equity Partners
Missouri
$285K – – –
ECM
1042
Exchange Capital Management
Michigan
$284K -$22.1K -591 -7%
TH
1043
TCTC Holdings
Texas
$284K – – –
SC
1044
Savant Capital
Illinois
$284K +$283K +7,571 New
MAG
1045
MRA Advisory Group
New Jersey
$283K -$150 -4 -0.1%
HA
1046
Herold Advisors
New York
$283K +$283K +7,552 New
PWG
1047
Private Wealth Group
Florida
$282K +$15.3K +408 +6%
TFF
1048
The Family Firm
Maryland
$281K -$50.8K -1,358 -16%
TC
1049
Telemus Capital
Michigan
$279K -$557K -14,886 -67%
SAM
1050
Secure Asset Management
Michigan
$279K +$10.4K +279 +4%
40 41
42
43 44