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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
PCWA
401
Pacific Capital Wealth Advisors
California
$1.38M – – –
SFG
402
Sowa Financial Group
Rhode Island
$1.36M -$178K -5,260 -12%
LBC
403
Lawrence B. Cohen
$1.36M +$134K +3,940 +11%
CAC
404
Certified Advisory Corp
Florida
$1.36M +$22.3K +658 +2%
PWM
405
Perigon Wealth Management
California
$1.36M -$54.7K -1,614 -4%
NFP
406
Narus Financial Partners
Utah
$1.36M +$18.8K +554 +1%
CM
407
Crestline Management
Texas
$1.35M +$1.36M +40,000 New
CAL
408
Capital Advisors Ltd
Ohio
$1.34M -$50K -1,476 -4%
PFSC
409
Peoples Financial Services Corp
Pennsylvania
$1.34M +$68.3K +2,014 +5%
HWA
410
Heritage Wealth Advisors
Virginia
$1.34M -$181K -5,336 -12%
AAS
411
Asset Allocation Strategies
Michigan
$1.32M -$2.61M -77,060 -66%
IGWM
412
ICA Group Wealth Management
Colorado
$1.31M +$47.8K +1,410 +4%
CCG
413
Cypress Capital Group
Florida
$1.3M -$5.42K -160 -0.4%
FWCM
414
Ferguson Wellman Capital Management
Oregon
$1.28M -$1.7K -50 -0.1%
FIM
415
Freedom Investment Management
Connecticut
$1.28M +$1.28M +37,756 New
JCM
416
Jacobi Capital Management
Pennsylvania
$1.27M +$181K +5,344 +17%
PWM
417
Penobscot Wealth Management
Maine
$1.25M +$160K +4,712 +15%
TCMP
418
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.25M +$132K +3,892 +12%
SSA
419
Schonfeld Strategic Advisors
New York
$1.24M -$5.6M -165,156 -82%
PI
420
PFG Investments
New York
$1.24M +$1.24M +36,642 New
RIA
421
Regal Investment Advisors
Michigan
$1.24M +$299K +8,830 +32%
OIA
422
OneDigital Investment Advisors
Kansas
$1.23M +$38.8K +1,144 +3%
D
423
Diversified
Delaware
$1.21M -$32.5K -958 -3%
KOMWMG
424
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.21M +$32.8K +968 +3%
OPWM
425
Oxinas Partners Wealth Management
Indiana
$1.21M +$192K +5,672 +19%
15 16
17
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