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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
PWW
1051
Pettyjohn Wood & White
Virginia
$397K +$13.8K +350 +4%
SAM
1052
Secure Asset Management
Michigan
$397K +$107K +2,721 +37%
FA
1053
Flagstar Advisors
New York
$397K +$292K +7,432 +271%
EWA
1054
Exencial Wealth Advisors
Oklahoma
$396K +$399K +10,148 New
DMC
1055
Drexel Morgan & Co
Pennsylvania
$391K – – –
LOAMU
1056
Lombard Odier Asset Management (USA)
New York
$391K – – –
IAS
1057
Investment Advisory Services
Texas
$390K +$16.4K +418 +4%
BFM
1058
Boston Financial Management
Massachusetts
$388K – – –
FPW
1059
Flagship Private Wealth
Massachusetts
$386K -$236 -6 -0.1%
SPL
1060
Smart Portfolios LLC
Washington
$386K +$389K +9,889 New
TA
1061
Trellis Advisors
Washington
$385K – – –
WPC
1062
Wedmont Private Capital
Pennsylvania
$385K +$366K +9,324 New
AIIMS
1063
Analyst IMS Investment Management Services
Israel
$383K -$15.6K -398 -4%
BCWM
1064
Bartlett & Co Wealth Management
Ohio
$382K – – –
BC
1065
Bartlett & Co
Ohio
$382K – – –
CL
1066
COWA LLC
Oklahoma
$382K +$19.7K +500 +5%
CWM
1067
Cedar Wealth Management
California
$381K +$344K +8,753 +866%
BL
1068
BFSG LLC
California
$378K +$3.54K +90 +0.9%
BIM
1069
Baldwin Investment Management
Pennsylvania
$375K -$1.97K -50 -0.5%
BFC
1070
Bedel Financial Consulting
Indiana
$373K -$9.47K -241 -2%
SIAG
1071
Safeguard Investment Advisory Group
California
$373K +$6.6K +168 +2%
WIC
1072
Woodmont Investment Counsel
Tennessee
$372K +$1.49K +38 +0.4%
DWM
1073
Destination Wealth Management
California
$369K +$371K +9,442 New
IWP
1074
Icon Wealth Partners
Texas
$367K -$14.2K -361 -4%
AP
1075
Appleton Partners
Massachusetts
$367K +$51.2K +1,303 +16%
41 42
43
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