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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
PMSA
1326
Patrick M. Sweeney & Associates
Illinois
$223K – – –
SIAG
1327
Safeguard Investment Advisory Group
California
$223K -$9.64K -221 -4%
KFA
1328
Kapstone Financial Advisors
Ohio
$222K – – –
RIM
1329
Rockbridge Investment Management
New York
$222K +$214K +4,902 New
NMM
1330
Naples Money Management
Florida
$221K -$5.93K -136 -3%
M
1331
MYeCFO
California
$220K -$8.73K -200 -4%
CWM
1332
Cedar Wealth Management
California
$220K +$10.9K +250 +5%
AFG
1333
Allegheny Financial Group
Pennsylvania
$218K +$210K +4,818 New
FWM
1334
Fairhaven Wealth Management
Illinois
$217K +$209K +4,787 New
NF
1335
Nikulski Financial
Iowa
$217K +$209K +4,785 New
DPI
1336
Diversified Portfolios Inc
Michigan
$215K +$207K +4,750 New
GAM
1337
Grandview Asset Management
Pennsylvania
$215K +$207K +4,751 New
CC
1338
Chicago Capital
Illinois
$215K +$207K +4,739 New
RMC
1339
Resources Management Corp
Connecticut
$213K – – –
FWTB
1340
First Western Trust Bank
Colorado
$213K +$205K +4,699 New
LCM
1341
Lazari Capital Management
California
$212K +$204K +4,686 New
WWS
1342
Wellington Wealth Strategies
Indiana
$212K +$199K +4,564 New
SF
1343
Safeguard Financial
Wisconsin
$212K +$204K +4,679 New
DP
1344
Dearborn Partners
Illinois
$211K +$203K +4,657 New
DCM
1345
Donaldson Capital Management
Indiana
$211K +$203K +4,653 New
CCG
1346
Coastwise Capital Group
California
$211K +$203K +4,648 New
TIM
1347
Tortoise Investment Management
New York
$210K +$25.8K +591 +15%
BIAS
1348
Beacon Investment Advisory Services
New Jersey
$210K +$202K +4,626 New
SAM
1349
Sawgrass Asset Management
Florida
$210K +$202K +4,625 New
SDH
1350
Sloy Dahl & Holst
Washington
$209K +$201K +4,609 New
52 53
54
55 56