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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
WVP
501
Worth Venture Partners
New Jersey
$63K +$63.9K +2,406 New
CFA
502
Carroll Financial Associates
North Carolina
$61K – – –
WTC
503
WhitTier Trust Company
Nevada
$60K – – –
MPIA
504
Mountain Pacific Investment Advisers
Idaho
$59K +$59.8K +2,250 New
AP
505
Advisors Preferred
Maryland
$58K +$58.7K +2,208 New
CCMW
506
Cypress Capital Management (Wyoming)
Wyoming
$57K – – –
WT
507
Whittier Trust
California
$56K – – –
MSFP
508
Mark Sheptoff Financial Planning
Connecticut
$54K – – –
TNBTD
509
Trustmark National Bank Trust Department
Mississippi
$54K +$54.2K +2,038 New
GI
510
Gradient Investments
Minnesota
$51K -$31.8K -1,196 -38%
PWAG
511
Polaris Wealth Advisory Group
California
$42K +$41.9K +1,578 New
OC
512
Oakworth Capital
Alabama
$41K – – –
ACA
513
Atlas Capital Advisors
Wyoming
$40.4K – – –
GEA
514
Glen Eagle Advisors
New Jersey
$40K – – –
VIA
515
Vantage Investment Advisors
Pennsylvania
$40K – – –
HDIM
516
Hanson & Doremus Investment Management
Vermont
$39K -$20.2K -760 -34%
BFEC
517
Benjamin F. Edwards & Company
Missouri
$39K – – –
JCM
518
Jacobi Capital Management
Pennsylvania
$39K +$3.03K +114 +8%
FRA
519
Front Row Advisors
California
$38K – – –
FWM
520
Focused Wealth Management
New York
$37K +$106 +4 +0.3%
NCM
521
New Capital Management
Texas
$35K – – –
PW
522
Price Wealth
Texas
$35K – – –
HCM
523
Highlander Capital Management
New Jersey
$34K – – –
MFW
524
Mosaic Family Wealth
Missouri
$33K – – –
WCM
525
Wealthcare Capital Management
Virginia
$33K +$33.7K +1,270 New
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