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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
476
Lincoln National Corp
Pennsylvania
$561K -$114K -3,422 -16%
TAM
477
Tocqueville Asset Management
New York
$556K – – –
CGH
478
CMG Global Holdings
Texas
$555K -$2.34K -70 -0.4%
TRCT
479
Tower Research Capital (TRC)
New York
$550K +$566K +16,928 +5,919%
EAM
480
Evanson Asset Management
California
$549K +$2.87K +86 +0.5%
PWM
481
Palumbo Wealth Management
New York
$542K -$268K -8,010 -32%
W
482
WealthOne
New York
$540K -$378K -11,324 -40%
FNBOH
483
First National Bank of Hutchinson
Kansas
$535K – – –
GT
484
Greenleaf Trust
Michigan
$533K – – –
BW
485
Bison Wealth
Georgia
$530K +$32.6K +974 +6%
BFG
486
Berger Financial Group
Minnesota
$529K +$334 +10 +0.1%
WIA
487
World Investment Advisors
California
$526K +$61.5K +1,840 +13%
MAM
488
MMA Asset Management
Pennsylvania
$523K – – –
MWM
489
Meridian Wealth Management
Kentucky
$523K +$103K +3,078 +23%
WPC
490
White Pine Capital
Minnesota
$521K – – –
WANY
491
Wealthspire Advisors (New York)
New York
$518K -$535 -16 -0.1%
IFG
492
Investors Financial Group
Minnesota
$517K +$14.6K +436 +3%
VFA
493
Valeo Financial Advisors
Indiana
$515K +$19.7K +590 +4%
GCMG
494
Gyroscope Capital Management Group
Florida
$511K +$535K +15,996 New
IWP
495
Icon Wealth Partners
Texas
$510K +$128K +3,816 +31%
GVAG
496
Great Valley Advisor Group
Delaware
$509K -$131K -3,910 -20%
MYIA
497
Mount Yale Investment Advisors
Colorado
$508K +$37.6K +1,126 +8%
PCA
498
Pallas Capital Advisors
Massachusetts
$507K +$506K +15,136 New
3LCM
499
3D/L Capital Management
Connecticut
$504K -$134 -4 -0%
FAN
500
Financial Advisors Network
California
$502K +$503K +15,050 New
18 19
20
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