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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
376
Boltwood Capital Management
California
$955K -$123K -3,690 -11%
TPCW
377
TD Private Client Wealth
New York
$955K +$582K +17,402 +139%
RIA
378
Regal Investment Advisors
Michigan
$947K +$39.2K +1,172 +4%
BO
379
BRR OpCo
Ohio
$945K +$364K +10,896 +58%
DS
380
DRW Securities
Illinois
$945K +$989K +29,586 New
SCA
381
Sage Capital Advisors
South Dakota
$935K +$5.88K +176 +0.6%
CCM
382
Compton Capital Management
Rhode Island
$920K – – –
FTA
383
Financial & Tax Architects
Missouri
$919K +$250K +7,470 +35%
SCI
384
Stableford Capital II
Arizona
$917K +$931K +27,842 New
SB
385
Sunflower Bank
Texas
$907K – – –
TCM
386
Telos Capital Management
California
$904K +$2.81K +84 +0.3%
FPGK
387
Financial Partners Group (Kansas)
Kansas
$902K -$17.5K -524 -2%
MFW
388
Meristem Family Wealth
Minnesota
$898K +$165K +4,926 +21%
HCP
389
Holt Capital Partners
Texas
$886K – – –
ZIG
390
Zuckerman Investment Group
Illinois
$886K +$21.7K +650 +2%
KF
391
Krilogy Financial
Missouri
$885K +$38.1K +1,140 +4%
AW
392
ACG Wealth
Georgia
$856K +$9.63K +288 +1%
CCFM
393
Clear Creek Financial Management
Washington
$854K +$225K +6,738 +34%
CC
394
Constitution Capital
Connecticut
$849K -$46.8K -1,400 -5%
SFG
395
SNS Financial Group
Minnesota
$842K -$33.4K -1,000 -4%
DBIA
396
Dumont & Blake Investment Advisors
New Jersey
$842K – – –
CAC
397
Certified Advisory Corp
Florida
$835K -$70K -2,094 -7%
GWM
398
Geneos Wealth Management
Colorado
$826K +$32.8K +982 +4%
TSWM
399
Triangle Securities Wealth Management
North Carolina
$823K – – –
BFM
400
Boothbay Fund Management
New York
$818K +$856K +25,596 New
14 15
16
17 18