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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
IFPG
401
Intrepid Financial Planning Group
Indiana
$1.73M -$9.25K -272 -0.6%
SWM
402
Stapp Wealth Management
Washington
$1.73M -$208K -6,118 -11%
VWM
403
Venturi Wealth Management
Texas
$1.73M -$392K -11,528 -19%
CCWA
404
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.72M -$1.18M -34,826 -42%
CC
405
Callan Capital
California
$1.71M +$257K +7,568 +18%
PFPT
406
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.71M +$317K +9,332 +24%
HSA
407
HBK Sorce Advisory
Pennsylvania
$1.7M +$1.3M +38,378 +386%
MLM
408
Mount Lucas Management
Pennsylvania
$1.69M +$443K +13,028 +37%
SAM
409
Securian Asset Management
Minnesota
$1.69M – – –
ANTB
410
AMG National Trust Bank
Colorado
$1.69M -$639K -18,800 -28%
CG
411
Colony Group
Massachusetts
$1.68M +$296K +8,702 +22%
BP
412
Broadleaf Partners
Ohio
$1.68M +$51.1K +1,504 +3%
HVIA
413
Hudson Valley Investment Advisors
New York
$1.66M +$32.7K +962 +2%
NCM
414
Narwhal Capital Management
Georgia
$1.66M +$551K +16,200 +53%
PCS
415
Personal CFO Solutions
New Jersey
$1.66M +$196K +5,764 +14%
CRI
416
Colonial River Investments
Virginia
$1.64M +$109K +3,220 +7%
CGIM
417
Cannon Global Investment Management
Florida
$1.64M -$1.49M -43,800 -49%
VVP
418
Venture Visionary Partners
Ohio
$1.63M +$1.57M +46,228 New
KF
419
Krilogy Financial
Missouri
$1.62M +$610K +17,940 +64%
HIS
420
Horizon Investment Services
Indiana
$1.62M -$356K -10,476 -19%
CIC
421
Carnegie Investment Counsel
Ohio
$1.61M +$188K +5,538 +14%
SFG
422
Sowa Financial Group
Rhode Island
$1.6M +$4.01K +118 +0.3%
UWM
423
USAdvisors Wealth Management
Minnesota
$1.6M +$69.1K +2,034 +5%
PFMU
424
Privium Fund Management (UK)
United Kingdom
$1.59M +$1.52M +44,800 New
CBT
425
Central Bank & Trust
Kentucky
$1.58M +$123K +3,624 +9%
15 16
17
18 19