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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1076
Centennial Bank
Arkansas
$361K +$21.5K +544 +7%
APIM
1077
Agate Pass Investment Management
Washington
$359K – – –
SW
1078
SlateStone Wealth
Florida
$359K – – –
KFS
1079
Kaizen Financial Strategies
California
$357K – – –
LSAG
1080
Lake Street Advisors Group
New Hampshire
$357K – – –
GSIAS
1081
Garden State Investment Advisory Services
New Jersey
$355K +$334K +8,456 New
HAM
1082
Harmony Asset Management
Arizona
$354K +$41.8K +1,059 +14%
CFS
1083
Coordinated Financial Services
Colorado
$353K +$331K +8,376 New
IWA
1084
Icon Wealth Advisors
Texas
$352K – – –
D
1085
Diversified
Delaware
$350K – – –
MCA
1086
MSH Capital Advisors
Arizona
$350K -$1.78K -45 -0.5%
CL
1087
COWA LLC
Oklahoma
$350K – – –
WC
1088
Whitney & Co
New York
$349K – – –
CL
1089
Choreo LLC
Illinois
$348K +$107K +2,719 +49%
RBC
1090
Romano Brothers & Co
Illinois
$344K -$11.4K -288 -3%
SCA
1091
Sage Capital Advisors
South Dakota
$344K +$118 +3 +0%
MCA
1092
Magnolia Capital Advisors
Mississippi
$344K +$336K +8,523 New
RMDI
1093
R.M. Davis Inc
Maine
$344K -$4.74K -120 -1%
BFM
1094
Boothbay Fund Management
New York
$343K +$322K +8,155 New
HA
1095
Herold Advisors
New York
$343K +$3.04K +77 +1%
HR
1096
Howe & Rusling
New York
$343K -$191K -4,847 -37%
GI
1097
Gradient Investments
Minnesota
$342K +$16.7K +423 +5%
CA
1098
Crewe Advisors
Utah
$342K -$424K -10,730 -57%
IAS
1099
Investment Advisory Services
Texas
$339K +$316 +8 +0.1%
EFMC
1100
Empire Financial Management Company
New York
$339K +$318K +8,045 New
42 43
44
45 46