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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
451
Institute for Wealth Management
Colorado
$551K +$32.3K +1,090 +6%
GWM
452
Geneos Wealth Management
Colorado
$549K -$19.7K -664 -3%
RVPG
453
Relative Value Partners Group
$543K – – –
PHS
454
Pekin Hardy Strauss
Illinois
$539K +$539K +18,160 New
SFA
455
Sequoia Financial Advisors
Ohio
$537K +$6.47K +218 +1%
FSA
456
Financial Sense Advisors
California
$536K +$535K +18,040 New
BW
457
Bison Wealth
Georgia
$530K +$259K +8,726 +96%
BAM
458
Belpointe Asset Management
Nevada
$527K -$41.1K -1,386 -6%
BUB
459
BBVA USA Bancshares
Texas
$527K -$2.61K -88 -0.5%
OC
460
Oppenheimer & Co
New York
$526K -$3.29M -110,976 -86%
OIA
461
OneDigital Investment Advisors
Kansas
$524K +$143K +4,808 +37%
GT
462
Greenleaf Trust
Michigan
$522K +$220K +7,420 +73%
CC
463
Cedar Capital
Illinois
$520K +$519K +17,502 New
GFS
464
GYL Financial Synergies
Connecticut
$519K -$2.79K -94 -0.5%
PIM
465
Penobscot Investment Management
Massachusetts
$510K – – –
MMG
466
Monetary Management Group
Missouri
$507K +$17.8K +600 +4%
WEPOG
467
Wealth Enhancement & Preservation of GA
Georgia
$507K +$141K +4,764 +36%
ACP
468
Aveo Capital Partners
Colorado
$506K +$26.1K +878 +5%
CA
469
Claro Advisors
Massachusetts
$505K -$67.7K -2,282 -12%
PAI
470
Pittenger & Anderson Inc
Nebraska
$502K – – –
FTC
471
Farmers Trust Company
Ohio
$501K +$10.4K +352 +2%
PAS
472
Partnervest Advisory Services
California
$501K +$152K +5,124 +44%
EDRH
473
Edmond de Rothschild Holding
Switzerland
$489K – – –
SC
474
Solstein Capital
California
$488K -$391K -13,188 -45%
W
475
WealthOne
New York
$488K +$72.9K +2,458 +18%
17 18
19
20 21