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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
1226
Industrial Alliance Investment Management
Quebec, Canada
$200K -$148K -4,384 -43%
WSFS
1227
Wilmington Savings Fund Society
Delaware
$200K -$49.8K -1,473 -20%
MHS
1228
M Holdings Securities
Oregon
$200K +$198K +5,856 New
FWP
1229
FAS Wealth Partners
Kansas
$196K +$744 +22 +0.4%
HCM
1230
Horrell Capital Management
Arkansas
$194K – – –
AW
1231
Avion Wealth
Texas
$184K – – –
FNBOSM
1232
First National Bank of South Miami
Florida
$182K – – –
CAM
1233
Costello Asset Management
Pennsylvania
$176K -$81.2K -2,400 -32%
FCA
1234
FinTrust Capital Advisors
South Carolina
$173K +$50.7K +1,500 +42%
IUHSA
1235
Itau Unibanco Holding S.A.
Brazil
$168K -$4.26M -125,930 -96%
ACM
1236
AUA Capital Management
Pennsylvania
$157K – – –
WAM
1237
Worth Asset Management
Texas
$154K +$54.8K +1,620 +56%
IF
1238
Integrity Financial
Wyoming
$154K -$778 -23 -0.5%
KFI
1239
Key Financial Inc
Pennsylvania
$146K – – –
FM
1240
Family Management
New York
$143K +$142K +4,195 New
NF
1241
Norwood Financial
Pennsylvania
$141K – – –
GCM
1242
Gables Capital Management
Florida
$140K -$6.76K -200 -5%
BHWM
1243
Beaird Harris Wealth Management
Texas
$139K -$101K -3,000 -42%
FCA
1244
Fortis Capital Advisors
Kansas
$139K +$137K +4,062 New
RP
1245
Rice Partnership
Hawaii
$137K – – –
SMA
1246
Sage Mountain Advisors
Georgia
$134K -$20.1K -593 -13%
BG
1247
Bollard Group
Massachusetts
$131K +$643 +19 +0.5%
DI
1248
Disciplined Investments
Oklahoma
$127K – – –
WOC
1249
West Oak Capital
California
$125K – – –
CWM
1250
Compass Wealth Management
Connecticut
$121K +$120K +3,550 New
48 49
50
51 52