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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
1501
Gryphon Financial Partners
Ohio
$251K -$24.4K -469 -9%
IIC
1502
Ironwood Investment Counsel
Arizona
$251K -$69.7K -1,342 -22%
CS
1503
Capital Square
Tennessee
$251K +$936 +18 +0.4%
SM
1504
Sweeney & Michel
California
$251K +$780 +15 +0.3%
LCP
1505
Larch Capital Partners
Florida
$250K +$242K +4,665 New
IAS
1506
IMA Advisory Services
Colorado
$250K +$242K +4,658 New
CCFCSB
1507
Cape Cod Five Cents Savings Bank
Massachusetts
$250K +$242K +4,654 New
S
1508
Sunpointe
Missouri
$249K +$242K +4,650 New
CAM
1509
Claret Asset Management
Quebec, Canada
$249K – – –
AT
1510
American Trust
Kentucky
$248K +$936 +18 +0.4%
RH
1511
RFG Holdings
Texas
$248K – – –
LFIA
1512
Legacy Financial Independent Advisors
Kentucky
$248K +$2.75K +53 +1%
CL
1513
CIM LLC
New York
$247K – – –
ACM
1514
AUA Capital Management
Pennsylvania
$246K – – –
PG
1515
Proffitt & Goodson
Tennessee
$246K -$148K -2,845 -38%
VWM
1516
Vigil Wealth Management
Florida
$245K – – –
KWA
1517
Kellett Wealth Advisors
Ohio
$244K -$3.27K -63 -1%
PFSC
1518
Peoples Financial Services Corp
Pennsylvania
$243K -$7.8K -150 -3%
AFA
1519
Amicus Financial Advisors
Texas
$243K – – –
NDBT
1520
North Dallas Bank & Trust
Texas
$243K – – –
SWA
1521
Strategies Wealth Advisors
Michigan
$242K -$832 -16 -0.4%
PFM
1522
Potomac Fund Management
Florida
$241K +$312 +6 +0.1%
NWMG
1523
National Wealth Management Group
Ohio
$239K -$15.2K -293 -6%
LMFP
1524
Larry Mathis Financial Planning
Arizona
$238K +$231K +4,446 New
BWP
1525
Bernardo Wealth Planning
Pennsylvania
$238K +$11.9K +229 +5%
59 60
61
62 63