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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
226
1834 Investment Advisors
Wisconsin
$2.62M +$16K +474 +0.7%
ANTB
227
AMG National Trust Bank
Colorado
$2.61M +$45.2K +1,340 +2%
BPM
228
Bowling Portfolio Management
Ohio
$2.58M -$344K -10,204 -12%
FSA
229
Fort Sheridan Advisors
Illinois
$2.58M -$216K -6,412 -8%
KWM
230
Kingsview Wealth Management
Oregon
$2.58M -$34.3K -1,016 -1%
SWA
231
Stratos Wealth Advisors
Ohio
$2.58M +$2.43M +72,042 New
FCC
232
Florin Court Capital
United Kingdom
$2.58M +$2.43M +72,000 New
HMS
233
Hanseatic Management Services
New Mexico
$2.54M +$1.17M +34,624 +95%
ABC
234
Associated Banc-Corp
Wisconsin
$2.54M -$52.9K -1,568 -2%
HWA
235
Heritage Wealth Advisors
Virginia
$2.53M +$161K +4,766 +7%
BFEC
236
Benjamin F. Edwards & Company
Missouri
$2.5M -$304K -9,022 -11%
MBTD
237
Mechanics Bank - Trust Department
California
$2.48M +$8.37K +248 +0.4%
AAS
238
Avantax Advisory Services
Texas
$2.48M -$248K -7,356 -10%
CW
239
CreativeOne Wealth
Kansas
$2.47M +$258K +7,654 +12%
UAS
240
United Asset Strategies
New York
$2.46M +$518K +15,342 +29%
AAIM
241
American Assets Investment Management
California
$2.43M – – –
AAS
242
Ameritas Advisory Services
Nebraska
$2.43M +$2.29M +67,814 New
LCM
243
LCM Capital Management
Illinois
$2.41M +$93.5K +2,772 +4%
CWM
244
CMH Wealth Management
New Hampshire
$2.36M +$2.7K +80 +0.1%
SWM
245
Spire Wealth Management
Virginia
$2.33M +$1.02M +30,250 +86%
SC
246
Sepio Capital
Utah
$2.31M -$1.28M -37,940 -37%
HI
247
Harbour Investments
Wisconsin
$2.3M -$1.67M -49,462 -43%
WP
248
WealthSource Partners
California
$2.3M -$9.92K -294 -0.5%
CH
249
Canton Hathaway
Rhode Island
$2.3M +$59.9K +1,776 +3%
DLCIG
250
D.L. Carlson Investment Group
New Hampshire
$2.27M +$124K +3,682 +6%
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