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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
SCTC
1126
Sanibel Captiva Trust Company
Florida
$314K +$12.7K +321 +4%
FUBT
1127
First United Bank & Trust
Maryland
$313K -$4.14K -105 -1%
PA
1128
Perennial Advisors
New York
$312K – – –
SP
1129
Stonebrook Private
Michigan
$312K +$24.6K +622 +9%
HIC
1130
Holderness Investments Company
North Carolina
$311K -$3.59K -91 -1%
LWM
1131
Liberty Wealth Management
California
$310K -$3.75K -95 -1%
PCM
1132
Parsons Capital Management
Rhode Island
$309K +$73.1K +1,852 +34%
AIM
1133
Aspen Investment Management
Michigan
$309K -$48.6K -1,232 -14%
RFA
1134
Register Financial Advisors
Georgia
$309K +$80.8K +2,047 +39%
PFA
1135
Pure Financial Advisors
California
$308K +$289K +7,320 New
MFA
1136
Mayflower Financial Advisors
Massachusetts
$308K -$6.87K -174 -2%
LWM
1137
LongView Wealth Management
Georgia
$308K +$118 +3 +0%
LFASL
1138
Lugano Financial Advisors SA (LFA)
Switzerland
$307K – – –
MIC
1139
Meridian Investment Counsel
California
$307K -$55.3K -1,400 -16%
CAM
1140
Carret Asset Management
New York
$303K – – –
SWA
1141
Strategies Wealth Advisors
Michigan
$303K +$18.5K +469 +7%
SEP
1142
Southland Equity Partners
Missouri
$302K +$4.38K +111 +2%
ECM
1143
Evergreen Capital Management
Washington
$302K +$9.08K +230 +3%
BW
1144
Bison Wealth
Georgia
$299K -$35.8K -906 -11%
BFA
1145
Beacon Financial Advisory
Ohio
$298K -$22K -558 -7%
AI
1146
Accredited Investors
Minnesota
$297K – – –
NF
1147
Nikulski Financial
Iowa
$296K -$112K -2,839 -29%
BTI
1148
Blue Trust Inc
Georgia
$294K -$10.2K -258 -4%
PI
1149
Pachira Investments
California
$292K +$274K +6,943 New
PFPT
1150
Pinnacle Financial Partners (Tennessee)
Tennessee
$292K +$12.6K +319 +5%
44 45
46
47 48