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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
1051
Schneider Downs Wealth Management Advisors
Pennsylvania
$215K +$203K +6,328 New
AAM
1052
Autus Asset Management
Arizona
$212K +$201K +6,247 New
ICM
1053
IMS Capital Management
Oregon
$211K -$32K -995 -14%
WAAG
1054
Wealth Alliance Advisory Group
Kansas
$211K +$199K +6,190 New
EWA
1055
Exencial Wealth Advisors
Oklahoma
$211K +$199K +6,195 New
KPCM
1056
Kings Point Capital Management
New York
$210K – – –
TA
1057
TrueWealth Advisors
Alabama
$210K +$195K +6,070 New
FTC
1058
Farmers Trust Company
Ohio
$210K +$198K +6,177 New
BTWM
1059
Baker Tilly Wealth Management
Wisconsin
$209K +$197K +6,132 New
BOTW
1060
Bank of the West
California
$208K +$197K +6,118 New
AW
1061
Avion Wealth
Texas
$206K – – –
EVC
1062
Eidelman Virant Capital
Missouri
$205K +$193K +6,000 New
SW
1063
SlateStone Wealth
Florida
$205K +$194K +6,027 New
GLLW
1064
Graves Light Lenhart Wealth
Virginia
$204K – – –
LC
1065
Lindbrook Capital
California
$204K +$178K +5,530 +1,177%
TA
1066
Tiedemann Advisors
New York
$204K +$192K +5,991 New
EWM
1067
Empirical Wealth Management
Washington
$204K +$193K +6,005 New
MAG
1068
MRA Advisory Group
New Jersey
$202K +$191K +5,941 New
1WM
1069
1900 Wealth Management
Texas
$201K +$190K +5,916 New
EWM
1070
Edge Wealth Management
New York
$200K -$10.9K -339 -5%
FMTCOCP
1071
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$198K +$9.64K +300 +5%
TLFA
1072
True Link Financial Advisors
California
$192K -$707 -22 -1%
RIM
1073
Rockbridge Investment Management
New York
$187K +$9.8K +305 +6%
CAGAS
1074
Capital Advisory Group Advisory Services
Minnesota
$185K +$22.5K +700 +15%
ACA
1075
Aptus Capital Advisors
Alabama
$183K +$79.7K +2,480 +86%
41 42
43
44 45