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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
HAM
1101
Harmony Asset Management
Arizona
$276K +$254K +7,346 New
LWM
1102
LongView Wealth Management
Georgia
$276K +$253K +7,306 New
OC
1103
Opinicus Capital
Florida
$275K +$253K +7,315 New
LFASL
1104
Lugano Financial Advisors SA (LFA)
Switzerland
$274K +$253K +7,300 New
GSEP
1105
Golden State Equity Partners
California
$273K -$26.9K -778 -10%
BBHC
1106
Brown Brothers Harriman & Co
New York
$273K +$177K +5,105 +237%
CT
1107
Cambridge Trust
Massachusetts
$272K -$35.2K -1,016 -12%
IIC
1108
Ironwood Investment Counsel
Arizona
$271K -$21.9K -632 -8%
CAM
1109
Carret Asset Management
New York
$271K -$10.8K -312 -4%
BWP
1110
BSW Wealth Partners
Colorado
$270K +$249K +7,181 New
OWMIAS
1111
One Wealth Management Investment & Advisory Services
Florida
$269K +$248K +7,167 New
SCTC
1112
Sanibel Captiva Trust Company
Florida
$268K +$247K +7,135 New
RWM
1113
Ritholtz Wealth Management
New York
$267K +$138 +4 +0.1%
SEP
1114
Southland Equity Partners
Missouri
$265K +$15K +434 +7%
AI
1115
Accredited Investors
Minnesota
$265K -$3.63K -105 -1%
AA
1116
Ancora Advisors
Ohio
$264K -$24.1K -697 -9%
NPT
1117
National Philanthropic Trust
Pennsylvania
$262K +$241K +6,959 New
ECM
1118
Evergreen Capital Management
Washington
$261K +$240K +6,937 New
BDF
1119
Black Diamond Financial
Maryland
$260K -$37.2K -1,074 -13%
OCM
1120
Orleans Capital Management
Louisiana
$259K +$238K +6,885 New
SIMG
1121
Sonora Investment Management Group
Arizona
$256K – – –
CSA
1122
Cottage Street Advisors
Massachusetts
$256K +$1.39K +40 +0.6%
FFBTD
1123
First Financial Bank - Trust Division
Ohio
$256K -$3.81K -110 -2%
AC
1124
Avestar Capital
New York
$255K -$10.4K -300 -4%
BFG
1125
Bouchey Financial Group
New York
$255K – – –
43 44
45
46 47