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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
APF
501
Alaska Permanent Fund
Alaska
$451K +$437K +14,086 New
BPA
502
Beacon Pointe Advisors
California
$444K +$148K +4,772 +53%
SFPG
503
Stonebridge Financial Planning Group
Florida
$440K -$32.6K -1,050 -7%
PCA
504
Personal Capital Advisors
California
$437K -$41.3K -1,330 -9%
AIC
505
Ayalon Insurance Company
Israel
$433K -$1.04M -33,594 -71%
MMG
506
Monetary Management Group
Missouri
$432K -$112K -3,600 -21%
RIA
507
Realta Investment Advisors
Delaware
$431K +$27.4K +882 +7%
CT
508
Caldwell Trust
Florida
$430K – – –
AWS
509
Arkfeld Wealth Strategies
Nebraska
$426K +$248 +8 +0.1%
CC
510
Courier Capital
New York
$423K -$3.1K -100 -0.8%
WA
511
WealthTrust Axiom
Pennsylvania
$423K +$186 +6 +0%
PTC
512
Private Trust Company
Ohio
$420K -$80.1K -2,582 -16%
BBA
513
BLB&B Advisors
Pennsylvania
$420K – – –
CL
514
COWA LLC
Oklahoma
$420K +$43.2K +1,392 +12%
MC
515
Matisse Capital
Oregon
$419K +$2.73K +88 +0.7%
SC
516
Stolper & Co
Oklahoma
$418K -$7.13K -230 -2%
CSIC
517
Clifford Swan Investment Counsel
California
$410K +$31K +1,000 +8%
CFGS
518
Concourse Financial Group Securities
Alabama
$408K -$127K -4,080 -24%
MA
519
Mutual Advisors
Nebraska
$407K -$107K -3,442 -21%
MA
520
MUFG Americas
New York
$406K +$134K +4,304 +51%
CPIG
521
Chicago Partners Investment Group
Illinois
$402K +$4.03K +130 +1%
WI
522
Wintrust Investments
Illinois
$401K +$106K +3,402 +37%
MFG
523
Magnus Financial Group
New York
$400K -$2.37M -76,536 -86%
SP
524
Successful Portfolios
Florida
$398K – – –
HWA
525
Hillcrest Wealth Advisors
New Jersey
$397K +$37.2K +1,200 +11%
19 20
21
22 23