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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1126
Lodestone Wealth Management
Washington
$552K +$18.8K +354 +4%
TWCA
1127
Two West Capital Advisors
Kansas
$550K +$41.2K +778 +8%
CSC
1128
Caldwell Sutter Capital
California
$550K – – –
SCTC
1129
Sanibel Captiva Trust Company
Florida
$548K -$2.65K -50 -0.5%
ATI
1130
Act Two Investors
California
$548K – – –
WA
1131
Wealth Architects
California
$548K – – –
FS
1132
Ferguson Shapiro
Georgia
$547K +$538K +10,159 New
CFC
1133
Coyle Financial Counsel
Illinois
$547K +$424 +8 +0.1%
WFA
1134
WMG Financial Advisors
Tennessee
$546K +$537K +10,138 New
AIM
1135
AHL Investment Management
Florida
$541K – – –
SAMT
1136
Select Asset Management & Trust
Pennsylvania
$541K – – –
LWM
1137
LongView Wealth Management
Georgia
$541K +$27.8K +525 +6%
CFP
1138
Cascade Financial Partners
California
$540K – – –
RWM
1139
Ritholtz Wealth Management
New York
$540K -$279K -5,266 -34%
BFC
1140
Bedel Financial Consulting
Indiana
$539K +$1.91K +36 +0.4%
AWM
1141
Ameliora Wealth Management
Switzerland
$539K – – –
DMC
1142
Drexel Morgan & Co
Pennsylvania
$539K – – –
LCS
1143
Levin Capital Strategies
New York
$539K – – –
JWM
1144
Jupiter Wealth Management
Colorado
$539K +$265K +5,000 +100%
GCM
1145
Glaxis Capital Management
Florida
$539K +$530K +10,000 New
NG
1146
Novem Group
New York
$538K +$291K +5,488 +122%
SVWAG
1147
Sound View Wealth Advisors Group
Georgia
$537K – – –
DE
1148
Diversified Enterprises
Delaware
$536K +$13K +246 +3%
MCC
1149
Money Concepts Capital
Florida
$534K +$9.8K +185 +2%
PWMAG
1150
Pinnacle Wealth Management Advisory Group
New Jersey
$531K +$522K +9,853 New
44 45
46
47 48