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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
1126
BOK Financial Private Wealth
Colorado
$320K +$327K +8,362 New
WC
1127
Whitney & Co
New York
$319K – – –
KFS
1128
Kurt F. Somerville
$318K – – –
CCM
1129
Covington Capital Management
California
$318K +$1.95K +50 +0.6%
GWANC
1130
Guardian Wealth Advisors (North Carolina)
North Carolina
$316K – – –
SCA
1131
Sage Capital Advisors
South Dakota
$313K -$177K -4,539 -35%
MSCM
1132
McElhenny Sheffield Capital Management
Texas
$313K -$2.77K -71 -0.9%
SVWAG
1133
Sound View Wealth Advisors Group
Georgia
$313K +$80K +2,046 +33%
BA
1134
Bristlecone Advisors
Washington
$311K – – –
CAGAS
1135
Capital Advisory Group Advisory Services
Minnesota
$310K +$66.4K +1,700 +27%
CFN
1136
Cordasco Financial Network
Florida
$310K +$241K +6,177 +322%
AP
1137
Advisor Partners
California
$308K -$4.92K -126 -2%
OMC
1138
Overbrook Management Corp
New York
$308K +$10.9K +280 +4%
NRS
1139
Neville Rodie & Shaw
New York
$307K -$15.6K -400 -5%
PA
1140
Procyon Advisors
Connecticut
$307K +$48.9K +1,252 +19%
BBPWM
1141
Blue Bell Private Wealth Management
Pennsylvania
$306K +$230K +5,893 +283%
BSA
1142
Braun Stacey Associates
New York
$305K – – –
TCBWMS
1143
Texas Capital Bank Wealth Management Services
Texas
$300K – – –
CAM
1144
Carret Asset Management
New York
$300K +$16K +410 +6%
PFO
1145
Pathstone Family Office
New Jersey
$299K -$8.79K -225 -3%
TC
1146
Telemus Capital
Michigan
$298K -$57.8K -1,478 -16%
RCA
1147
Riverview Capital Advisers
Massachusetts
$296K – – –
HIA
1148
Harbor Investment Advisory
Maryland
$296K -$37.3K -955 -11%
PCM
1149
Parsons Capital Management
Rhode Island
$296K -$3.91K -100 -1%
RMC
1150
Resources Management Corp
Connecticut
$296K +$5.86K +150 +2%
44 45
46
47 48