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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1126
SouthState Corp
Florida
$315K -$36.6K -930 -10%
MPW
1127
MA Private Wealth
California
$313K -$13K -331 -4%
BSA
1128
Braun Stacey Associates
New York
$311K +$983 +25 +0.3%
CAG
1129
Crestwood Advisors Group
Massachusetts
$311K +$81.4K +2,071 +35%
CAM
1130
Costello Asset Management
Pennsylvania
$309K +$60.6K +1,542 +24%
WWM
1131
Westwood Wealth Management
California
$309K +$312K +7,925 New
EWM
1132
Executive Wealth Management
Michigan
$308K -$353K -8,971 -53%
TCBWMS
1133
Texas Capital Bank Wealth Management Services
Texas
$305K -$25.8K -657 -8%
PCM
1134
Parsons Capital Management
Rhode Island
$305K -$16.5K -420 -5%
DP
1135
Dearborn Partners
Illinois
$305K +$7.86K +200 +3%
PFGIA
1136
Patriot Financial Group Insurance Agency
Massachusetts
$304K -$95K -2,418 -24%
CFCI
1137
Comprehensive Financial Consultants Institutional
Indiana
$304K +$306K +7,786 New
GP
1138
Girard Partners
Pennsylvania
$303K -$37.8K -961 -11%
OMC
1139
Overbrook Management Corp
New York
$303K +$305K +7,765 New
RCA
1140
Riverview Capital Advisers
Massachusetts
$302K +$304K +7,737 New
PMG
1141
ProVise Management Group
Florida
$302K +$747 +19 +0.2%
IAA
1142
Ironsides Asset Advisors
North Carolina
$301K -$15.7K -400 -5%
CAM
1143
Concorde Asset Management
Michigan
$299K -$58.4K -1,487 -16%
IIC
1144
Integrated Investment Consultants
Michigan
$298K -$39.3K -1,000 -11%
RC
1145
RegentAtlantic Capital
New Jersey
$298K +$54.1K +1,377 +22%
BDWCC
1146
B&D White Capital Company
Texas
$298K +$300K +7,641 New
SEP
1147
Southland Equity Partners
Missouri
$296K – – –
RMC
1148
Resources Management Corp
Connecticut
$296K -$3.93K -100 -1%
TH
1149
TCTC Holdings
Texas
$295K – – –
KPWG
1150
KFA Private Wealth Group
Virginia
$293K +$10.9K +278 +4%
44 45
46
47 48