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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1251
Ancora Advisors
Ohio
$227K +$12K +306 +6%
BW
1252
Bison Wealth
Georgia
$226K -$62.8K -1,598 -22%
FNBOMD
1253
First National Bank of Mount Dora
Florida
$225K -$35.4K -900 -14%
WE
1254
Wealth Effects
Massachusetts
$225K +$226K +5,760 New
TSWM
1255
Triangle Securities Wealth Management
North Carolina
$223K -$5.11K -130 -2%
AC
1256
Alley Company
Illinois
$222K +$4.79K +122 +2%
PG
1257
Patten Group
Tennessee
$222K +$9.59K +244 +4%
MA
1258
MJP Associates
Connecticut
$222K +$221K +5,623 New
WG
1259
Winton Group
United Kingdom
$222K +$223K +5,686 New
EBSAM
1260
Eubel Brady & Suttman Asset Management
Ohio
$221K – – –
KPCM
1261
Kings Point Capital Management
New York
$220K +$14.4K +367 +7%
FLPIM
1262
F.L. Putnam Investment Management
Massachusetts
$219K -$37K -942 -14%
SC
1263
Soundwatch Capital
Connecticut
$219K – – –
CSWM
1264
Cassady Schiller Wealth Management
Ohio
$219K +$220K +5,602 New
WHC
1265
Wulff, Hansen & Co
California
$219K +$221K +5,615 New
LWMM
1266
Legacy Wealth Management (Mississippi)
Mississippi
$218K +$8.45K +215 +4%
RWA
1267
Redhawk Wealth Advisors
Minnesota
$217K -$5.32M -135,280 -96%
RPCONE
1268
Retirement Planning Company of New England
Rhode Island
$216K +$218K +5,538 New
BHTS
1269
Bar Harbor Trust Services
Maine
$215K – – –
RIM
1270
Rockbridge Investment Management
New York
$215K – – –
VT
1271
Vise Technologies
New York
$214K +$215K +5,475 New
CAI
1272
Capital Advisors Inc
Oklahoma
$214K +$215K +5,480 New
NCM
1273
Narwhal Capital Management
Georgia
$213K – – –
GCA
1274
Gradient Capital Advisors
California
$213K +$197 +5 +0.1%
FWM
1275
Fairhaven Wealth Management
Illinois
$212K +$197 +5 +0.1%
49 50
51
52 53