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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
426
Primoris Wealth Advisors
Florida
$1.58M -$423K -12,444 -22%
HWA
427
Heritage Wealth Advisors
Virginia
$1.58M +$65.8K +1,936 +5%
SW
428
SMART Wealth
Nebraska
$1.57M +$1.51M +44,556 New
LFA
429
Laraway Financial Advisors
Minnesota
$1.56M -$3.67K -108 -0.2%
PG
430
Proffitt & Goodson
Tennessee
$1.56M -$13.1K -384 -0.9%
CHC
431
City Holding Co
West Virginia
$1.53M -$31.6K -930 -2%
CIC
432
Chilton Investment Company
Connecticut
$1.52M – – –
HCM
433
Hollencrest Capital Management
California
$1.51M – – –
CWMU
434
Caliber Wealth Management (Utah)
Utah
$1.48M +$1.43M +42,028 New
PWM
435
Perigon Wealth Management
California
$1.47M +$599K +17,632 +73%
LIG
436
Lokken Investment Group
Delaware
$1.47M +$59.8K +1,760 +4%
JFG
437
Jefferies Financial Group
New York
$1.46M +$1.4M +41,296 New
BFA
438
Brendel Financial Advisors
New Hampshire
$1.45M +$4.62K +136 +0.3%
CAL
439
Capital Advisors Ltd
Ohio
$1.45M +$22.4K +658 +2%
BCM
440
Basso Capital Management
Connecticut
$1.44M +$1.39M +40,950 New
PCWA
441
Pacific Capital Wealth Advisors
California
$1.44M -$108K -3,182 -7%
LSC
442
Logan Stone Capital
Illinois
$1.43M +$420K +12,346 +44%
MFG
443
MidWestOne Financial Group
Iowa
$1.43M -$113K -3,334 -8%
AWM
444
Apollon Wealth Management
South Carolina
$1.42M -$528K -15,520 -28%
USCWA
445
U.S. Capital Wealth Advisors
Texas
$1.42M -$239K -7,016 -15%
HBWM
446
Hollow Brook Wealth Management
New York
$1.42M -$32.6K -960 -2%
WA
447
WESPAC Advisors
California
$1.41M -$298K -8,778 -18%
CAC
448
Certified Advisory Corp
Florida
$1.39M -$49.4K -1,452 -4%
NFP
449
Narus Financial Partners
Utah
$1.39M +$235K +6,908 +21%
ZIG
450
Zurich Insurance Group
Switzerland
$1.38M -$138K -4,060 -8%
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