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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1301
Berkshire Asset Management
Pennsylvania
$421K +$9.06K +170 +2%
APIM
1302
Agate Pass Investment Management
Washington
$421K +$24K +450 +6%
ABTD
1303
Arvest Bank Trust Division
Oklahoma
$420K – – –
SCA
1304
Sage Capital Advisors
South Dakota
$418K +$53 +1 +0%
TCM
1305
Traynor Capital Management
Pennsylvania
$417K -$3.89K -73 -0.9%
EWM
1306
Empirical Wealth Management
Washington
$416K +$35.6K +669 +10%
LWM
1307
Liberty Wealth Management
California
$416K -$31.2K -586 -7%
RCA
1308
Riverview Capital Advisers
Massachusetts
$416K – – –
GCA
1309
Gradient Capital Advisors
California
$414K +$53 +1 +0%
CCM
1310
Consolidated Capital Management
California
$413K +$402K +7,546 New
HAP
1311
Harbor Asset Planning
Massachusetts
$411K +$1.39K +26 +0.3%
RCM
1312
Richardson Capital Management
Wisconsin
$411K – – –
BDF
1313
Black Diamond Financial
Maryland
$411K +$17K +319 +4%
CAC
1314
Core Alternative Capital
Georgia
$409K -$233K -4,377 -37%
WWM
1315
Waterway Wealth Management
Texas
$408K -$15.9K -298 -4%
CWA
1316
Crux Wealth Advisors
California
$407K +$1.33K +25 +0.3%
BF
1317
BOK Financial
Oklahoma
$407K -$112K -2,105 -22%
CCA
1318
Conservest Capital Advisors
Pennsylvania
$407K +$396K +7,425 New
VC
1319
Vestor Capital
Illinois
$406K -$400K -7,499 -81%
TFA
1320
Tranquilli Financial Advisor
New Jersey
$406K +$395K +7,408 New
FFG
1321
Fiduciary Financial Group
California
$405K – – –
CA
1322
Crewe Advisors
Utah
$404K -$27.5K -516 -7%
NRI
1323
NFP Retirement Inc
California
$404K +$480 +9 +0.1%
JWS
1324
Juncture Wealth Strategies
Arizona
$403K -$2.19K -41 -0.6%
AIIMS
1325
Analyst IMS Investment Management Services
Israel
$402K -$11.2K -210 -3%
51 52
53
54 55