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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
RFWA
426
RPg Family Wealth Advisory
Massachusetts
$1.17M +$268K +7,720 +33%
SWA
427
Stratos Wealth Advisors
Ohio
$1.17M -$1.41M -40,758 -57%
RF
428
Resolute Financial
Massachusetts
$1.16M -$12.3K -356 -1%
RSWM
429
Robertson Stephens Wealth Management
California
$1.16M +$78K +2,250 +8%
D
430
Diversified
Delaware
$1.16M -$128K -3,698 -11%
BCA
431
Bay Colony Advisors
Massachusetts
$1.16M +$558K +16,108 +108%
IUHSA
432
Itau Unibanco Holding S.A.
Brazil
$1.14M -$910K -26,262 -46%
AWA
433
Arkadios Wealth Advisors
Georgia
$1.14M -$131K -3,786 -11%
JE
434
JMAC Enterprises
Pennsylvania
$1.14M +$5.55K +160 +0.5%
FPGK
435
Financial Partners Group (Kansas)
Kansas
$1.14M +$77.9K +2,248 +8%
MIC
436
Meridian Investment Counsel
California
$1.13M – – –
RIA
437
Regal Investment Advisors
Michigan
$1.13M -$138K -3,976 -12%
SCA
438
Sage Capital Advisors
South Dakota
$1.12M -$175K -5,042 -15%
TCA
439
Transcend Capital Advisors
New Jersey
$1.12M +$729K +21,030 +232%
CM
440
Caption Management
Oklahoma
$1.12M +$1.04M +30,000 New
KA
441
Kercheville Advisors
Texas
$1.11M +$1.03M +29,800 New
TCM
442
Telos Capital Management
California
$1.1M -$53.4K -1,540 -5%
BO
443
BRR OpCo
Ohio
$1.08M +$438K +12,626 +76%
ZIG
444
Zuckerman Investment Group
Illinois
$1.07M +$19K +548 +2%
MC
445
Moors & Cabot
Massachusetts
$1.07M -$20.2K -584 -2%
SIC
446
Salem Investment Counselors
North Carolina
$1.07M +$425K +12,246 +74%
SIC
447
Samalin Investment Counsel
New York
$1.06M -$13.4K -386 -1%
BEI
448
Benjamin Edwards Inc
Missouri
$1.06M +$851K +24,552 +612%
TSS
449
Two Sigma Securities
New York
$1.06M -$1.57M -45,214 -61%
UBV
450
United Bank (Virginia)
Virginia
$1.05M +$979K +28,250 New
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