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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1201
Manchester Capital Management
Vermont
$258K -$11.8K -300 -4%
ERIM
1202
Eagle Ridge Investment Management
Connecticut
$258K – – –
MWM
1203
Mattern Wealth Management
Kansas
$257K – – –
MAG
1204
MRA Advisory Group
New Jersey
$256K -$38.9K -989 -13%
T
1205
TNF
Montana
$255K – – –
TI
1206
Telemetry Investments
New York
$254K – – –
PCM
1207
Prelude Capital Management
New York
$253K -$1.84M -46,870 -88%
SWM
1208
Silverlake Wealth Management
Vermont
$253K +$254K +6,467 New
TWM
1209
Titus Wealth Management
California
$252K +$254K +6,451 New
KL
1210
KWMG LLC
Kansas
$252K +$254K +6,453 New
WA
1211
Wealth Architects
California
$251K -$9.67K -246 -4%
LWM
1212
Liberty Wealth Management
California
$250K -$268K -6,823 Closed
LGA
1213
Lebenthal Global Advisors
New York
$250K -$48.7K -1,239 -16%
TFCP
1214
Twin Focus Capital Partners
Massachusetts
$250K – – –
TWA
1215
TCI Wealth Advisors
Arizona
$249K -$18.8K -479 -7%
CAGAS
1216
Capital Advisory Group Advisory Services
Minnesota
$249K +$23.6K +600 +10%
HAS
1217
Holland Advisory Services
Florida
$249K +$250K +6,370 New
OCM
1218
One Capital Management
California
$249K +$251K +6,383 New
BFA
1219
Beacon Financial Advisory
Ohio
$248K -$15.6K -396 -6%
MSR
1220
Main Street Research
Connecticut
$248K +$250K +6,349 New
SDWMA
1221
Schneider Downs Wealth Management Advisors
Pennsylvania
$247K – – –
SIC
1222
Salem Investment Counselors
North Carolina
$244K -$1.77K -45 -0.7%
LW
1223
Libra Wealth
California
$244K +$74.8K +1,904 New
LIG
1224
Lokken Investment Group
Delaware
$243K +$79 +2 +0%
CPO
1225
Cerity Partners OCIO
New York
$243K +$4.44K +113 +2%
47 48
49
50 51