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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
451
Claro Advisors
Massachusetts
$624K +$29.3K +924 +5%
5L
452
55I LLC
Massachusetts
$616K +$244K +7,694 +68%
VCM
453
Virtue Capital Management
Tennessee
$606K -$3.47M -109,166 -85%
MYIA
454
Mount Yale Investment Advisors
Colorado
$606K +$66.4K +2,090 +14%
FNBOH
455
First National Bank of Hutchinson
Kansas
$597K -$953 -30 -0.2%
PIM
456
Penobscot Investment Management
Massachusetts
$595K +$1.59K +50 +0.3%
SFA
457
Sequoia Financial Advisors
Ohio
$591K +$25.7K +808 +5%
NCM
458
Narwhal Capital Management
Georgia
$590K -$953 -30 -0.2%
HFA
459
High Falls Advisors
New York
$588K -$860K -27,084 -60%
WP
460
WealthShield Partners
North Carolina
$584K – – –
NFP
461
Narus Financial Partners
Utah
$580K +$88.4K +2,782 +18%
EAM
462
Evanson Asset Management
California
$580K -$112K -3,520 -16%
6M
463
6 Meridian
Kansas
$580K -$4.51K -142 -0.8%
HWA
464
Heritage Wealth Advisors
Virginia
$578K +$146K +4,608 +35%
LPIC
465
LeJeune Puetz Investment Counsel
Michigan
$578K -$38.1K -1,200 -6%
RVPG
466
Relative Value Partners Group
$578K – – –
RCM
467
RNC Capital Management
California
$578K +$568K +17,880 New
GCMG
468
Gyroscope Capital Management Group
Florida
$572K +$72K +2,268 +15%
CG
469
Colony Group
Massachusetts
$568K +$41.6K +1,310 +8%
CA
470
Calton & Associates
Florida
$567K -$24.8K -782 -4%
SWM
471
Segment Wealth Management
Texas
$567K +$19.1K +600 +4%
C
472
Cerebellum
California
$558K +$105K +3,304 +24%
CSPIA
473
Cary Street Partners Investment Advisory
Virginia
$555K +$548K +17,238 New
EIA
474
Eldridge Investment Advisors
New Hampshire
$554K -$14.3K -450 -3%
PAI
475
Pittenger & Anderson Inc
Nebraska
$546K – – –
17 18
19
20 21