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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
1201
Premier Private Wealth Management
Florida
$410K +$22.9K +440 +6%
CWM
1202
CMH Wealth Management
New Hampshire
$409K +$432K +8,290 New
FIM
1203
Freedom Investment Management
Connecticut
$409K -$180K -3,454 -29%
RBC
1204
Romano Brothers & Co
Illinois
$409K – – –
KCM
1205
Kathmere Capital Management
Pennsylvania
$408K +$208K +3,986 +93%
CAL
1206
Capital Analysts LLC
Pennsylvania
$408K +$125K +2,404 +41%
AWM
1207
Alterna Wealth Management
Texas
$408K -$53.5K -1,026 -11%
CAM
1208
Carret Asset Management
New York
$408K +$26.8K +515 +7%
FAM
1209
Formidable Asset Management
Ohio
$407K -$39.4K -757 -9%
SFWC
1210
Strategic Family Wealth Counselors
New Jersey
$407K +$1.35K +26 +0.3%
IPWA
1211
International Private Wealth Advisors
California
$405K -$83.6K -1,605 -16%
HPM
1212
Hudson Portfolio Management
New York
$404K – – –
SEP
1213
Southland Equity Partners
Missouri
$404K +$9.95K +191 +2%
HCP
1214
Hamilton Capital Partners
Georgia
$403K -$986K -18,929 -70%
WPA
1215
Wealth Preservation Advisors
Tennessee
$402K -$212K -4,072 -33%
WAG
1216
Winthrop Advisory Group
Massachusetts
$400K +$4.74K +91 +1%
HWA
1217
HCR Wealth Advisors
California
$399K -$24.3K -467 -5%
PIMG
1218
Patriot Investment Management Group
Tennessee
$399K – – –
SIM
1219
Stratos Investment Management
Ohio
$399K +$207K +3,967 +96%
AP
1220
Americana Partners
Texas
$398K -$285K -5,461 -40%
FGC
1221
First Growth Capital
Maryland
$398K – – –
LF
1222
LifeSteps Financial
California
$398K – – –
SAM
1223
Smithbridge Asset Management
Pennsylvania
$398K +$61.6K +1,182 +17%
CL
1224
COWA LLC
Oklahoma
$395K – – –
PFGIA
1225
Patriot Financial Group Insurance Agency
Massachusetts
$395K +$210K +4,038 +102%
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