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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1051
Harvey Capital Management
Florida
$333K -$27.1K -800 -8%
IIM
1052
InTrack Investment Management
Vermont
$333K – – –
HHGA
1053
Halbert Hargrove Global Advisors
California
$332K +$30.5K +902 +10%
EWA
1054
Exencial Wealth Advisors
Oklahoma
$332K +$87.6K +2,591 +36%
SB
1055
Strategic Blueprint
Georgia
$331K -$58.2K -1,722 -15%
CFG
1056
Citizens Financial Group
Rhode Island
$330K -$33.4K -988 -9%
CWM
1057
Cedar Wealth Management
California
$329K -$5.07K -150 -2%
RCWM
1058
Royal Capital Wealth Management
Indiana
$328K +$68 +2 +0%
HA
1059
Herold Advisors
New York
$327K +$12K +356 +4%
CC
1060
Courier Capital
New York
$327K – – –
BCG
1061
Breakwater Capital Group
New Jersey
$326K +$322K +9,530 New
HWM
1062
Horizon Wealth Management
Illinois
$326K +$94.6K +2,797 +42%
COCM
1063
Charter Oak Capital Management
New Hampshire
$324K +$321K +9,476 New
SFB
1064
STAR Financial Bank
Indiana
$323K +$320K +9,455 New
PWM
1065
PBMares Wealth Management
Virginia
$323K – – –
BFM
1066
Boston Financial Management
Massachusetts
$322K – – –
SSG
1067
Summit Securities Group
New York
$321K +$318K +9,400 New
AWA
1068
Acorn Wealth Advisors
Michigan
$320K -$41.7K -1,234 -12%
UF
1069
Univest Financial
Pennsylvania
$320K -$1.46M -43,149 -82%
IP
1070
Ignite Planners
California
$317K +$296K +8,754 New
IAS
1071
Investment Advisory Services
Texas
$317K -$43.1K -1,274 -12%
AG
1072
Ascent Group
Virginia
$315K -$132K -3,916 -30%
GI
1073
Glovista Investments
New Jersey
$311K -$2.36M -69,871 -88%
RBC
1074
Romano Brothers & Co
Illinois
$308K -$10.1K -300 -3%
EWM
1075
Executive Wealth Management
Michigan
$308K +$295K +8,719 +3,081%
41 42
43
44 45