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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1026
One Capital Management
California
$289K +$92.6K +2,665 +42%
SFWC
1027
Strategic Family Wealth Counselors
New Jersey
$288K +$4.07K +117 +1%
FPB
1028
First PREMIER Bank
South Dakota
$288K -$52.6K -1,513 -14%
MW
1029
Marcum Wealth
Ohio
$287K -$87.7K -2,523 -22%
TVAMP
1030
Tennessee Valley Asset Management Partners
Tennessee
$286K -$120K -3,457 -28%
SDWMA
1031
Schneider Downs Wealth Management Advisors
Pennsylvania
$286K – – –
AGP
1032
Autumn Glory Partners
Texas
$286K +$309K +8,886 New
PFSC
1033
Peoples Financial Services Corp
Pennsylvania
$285K – – –
FMII
1034
Farmers & Merchants Investments Inc
Nebraska
$285K -$1.74K -50 -0.6%
KFS
1035
Kaizen Financial Strategies
California
$283K -$388K -11,167 -56%
WC
1036
Waterloo Capital
Texas
$282K +$305K +8,784 New
AIA
1037
Ally Invest Advisors
North Carolina
$281K +$57.8K +1,662 +23%
BSB
1038
Bangor Savings Bank
Maine
$280K -$6.6K -190 -2%
CAM
1039
Costello Asset Management
Pennsylvania
$280K +$123K +3,536 +69%
GSEP
1040
Golden State Equity Partners
California
$278K +$301K +8,652 New
PFM
1041
Parsec Financial Management
North Carolina
$278K – – –
CW
1042
Channel Wealth
California
$275K +$297K +8,559 New
BIM
1043
Baldwin Investment Management
Pennsylvania
$275K -$10.1K -290 -3%
SW
1044
SlateStone Wealth
Florida
$274K -$6.22K -179 -2%
EM
1045
ELCO Management
New York
$273K -$6.95K -200 -2%
LF
1046
LifeSteps Financial
California
$273K -$5.59K -161 -2%
FUBT
1047
First United Bank & Trust
Maryland
$273K -$6.78K -195 -2%
APIM
1048
Agate Pass Investment Management
Washington
$273K +$452 +13 +0.2%
AI
1049
Accredited Investors
Minnesota
$273K -$18K -519 -6%
EI
1050
Ellevest Inc
New York
$273K – – –
40 41
42
43 44