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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
1301
Matthew Hamilton Rosenberg
$7K – – –
TWP
1302
TFO Wealth Partners
Ohio
$7K – – –
CA
1303
Centerpoint Advisors
Massachusetts
$6K -$1.83K -50 -25%
BL
1304
Balentine LLC
Georgia
$6K – – –
EAM
1305
Eukles Asset Management
Ohio
$6K – – –
MIM
1306
Macroview Investment Management
Maryland
$6K – – –
TFO
1307
Tarbox Family Office
California
$6K +$5.49K +150 New
VCM
1308
Vigilant Capital Management
Maine
$6K +$5.49K +150 New
KFS
1309
Kelly Financial Services
Massachusetts
$5.25K -$8.52K -233 -62%
HI
1310
Hudock Inc
Pennsylvania
$5K +$1.06K +29 +23%
FFG
1311
Ford Financial Group
California
$5K +$5.23K +143 New
BHWM
1312
Bay Harbor Wealth Management
Maryland
$4K -$460K -12,567 -99%
VCM
1313
Versant Capital Management
Arizona
$4K +$2.93K +80 +400%
POIA
1314
Pin Oak Investment Advisors
Texas
$4K +$4.39K +120 New
PP
1315
Paloma Partners
Connecticut
$3K -$12.1M -331,908 -100%
KFP
1316
KB Financial Partners
New Jersey
$3K -$421K -11,506 -99%
FI
1317
FormulaFolio Investments
Michigan
$3K – – –
JFA
1318
JNBA Financial Advisors
Minnesota
$3K – – –
PWA
1319
Phoenix Wealth Advisors
North Carolina
$3K – – –
JWA
1320
JFS Wealth Advisors
Pennsylvania
$2K -$1.5K -41 -39%
CA
1321
Crewe Advisors
Utah
$2K – – –
JWM
1322
Janiczek Wealth Management
Colorado
$2K +$1.83K +50 New
LPWM
1323
Lake Point Wealth Management
Texas
$2K +$2.12K +58 New
SFA
1324
Semmax Financial Advisors
North Carolina
$1K – – –
AIMCA
1325
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$514M -15,100,000 Closed
51 52
53
54 55