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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
LPIC
1151
LeJeune Puetz Investment Counsel
Michigan
$203K – – –
BFA
1152
Beacon Financial Advisory
Ohio
$202K +$174 +5 +0.1%
LSA
1153
Lion Street Advisors
Texas
$201K +$218K +6,265 New
AC
1154
Avestar Capital
New York
$196K -$65.2K -1,876 -24%
FWP
1155
FAS Wealth Partners
Kansas
$185K +$591 +17 +0.3%
HCM
1156
Horrell Capital Management
Arkansas
$183K – – –
FCA
1157
FinTrust Capital Advisors
South Carolina
$173K – – –
BBPWM
1158
Blue Bell Private Wealth Management
Pennsylvania
$173K -$19.5K -562 -9%
CAC
1159
Core Alternative Capital
Georgia
$173K -$2.79M -80,219 -94%
LC
1160
Lindbrook Capital
California
$170K +$78.5K +2,258 +74%
FNBOSM
1161
First National Bank of South Miami
Florida
$168K -$2.57K -74 -1%
CM
1162
Caption Management
Oklahoma
$161K -$702K -20,200 -80%
CIA
1163
Cape Investment Advisory
Georgia
$156K +$169K +4,856 New
IF
1164
Integrity Financial
Wyoming
$144K -$487 -14 -0.3%
MTIM
1165
Marathon Trading Investment Management
Pennsylvania
$144K +$33.6K +968 +28%
BC
1166
Barrett & Company
Rhode Island
$143K -$59.1K -1,700 -28%
NF
1167
Norwood Financial
Pennsylvania
$133K +$695 +20 +0.5%
RP
1168
Rice Partnership
Hawaii
$132K +$3.48K +100 +3%
BHWM
1169
Beaird Harris Wealth Management
Texas
$131K – – –
CFO
1170
Colony Family Offices
North Carolina
$129K +$139K +4,000 New
GI
1171
Gradient Investments
Minnesota
$128K +$117K +3,356 +541%
UFF
1172
USA Financial Formulas
Michigan
$127K +$137K +3,944 New
SMA
1173
Sage Mountain Advisors
Georgia
$126K – – –
BG
1174
Bollard Group
Massachusetts
$124K +$521 +15 +0.4%
GCM
1175
Gables Capital Management
Florida
$122K -$10.4K -300 -7%
45 46
47
48 49