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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
501
Spreng Capital Management
Ohio
$481K -$327 -10 -0.1%
MA
502
Mutual Advisors
Nebraska
$481K +$81.4K +2,488 +20%
BCA
503
Bay Colony Advisors
Massachusetts
$480K +$524 +16 +0.1%
EIA
504
Eldridge Investment Advisors
New Hampshire
$479K +$16.4K +500 +3%
PSIWM
505
Paradigm Strategies in Wealth Management
Minnesota
$479K +$17K +520 +4%
BWM
506
Birchcreek Wealth Management
Ohio
$474K +$29.6K +904 +6%
VFG
507
V2 Financial group
Illinois
$470K -$14.3K -436 -3%
MYIA
508
Mount Yale Investment Advisors
Colorado
$467K +$5.7K +174 +1%
LPIC
509
LeJeune Puetz Investment Counsel
Michigan
$462K – – –
WIA
510
World Investment Advisors
California
$462K +$20.7K +632 +5%
WTB
511
Washington Trust Bank
Washington
$461K – – –
KM
512
Kalos Management
Georgia
$456K -$315K -9,610 -41%
SWM
513
SeaCrest Wealth Management
New York
$451K +$72K +2,198 +18%
JPLA
514
Joseph P. Lucia & Associates
New York
$450K -$67.1K -2,050 -13%
SG
515
Stonnington Group
California
$446K -$10.1K -310 -2%
HIIFS
516
Harel Insurance Investments & Financial Services
Israel
$446K +$179K +5,462 +63%
APF
517
Alaska Permanent Fund
Alaska
$445K – – –
WA
518
WealthTrust Axiom
Pennsylvania
$445K +$27.3K +834 +6%
BAM
519
Belpointe Asset Management
Nevada
$445K +$111K +3,406 +32%
BA
520
Ballew Advisors
Mississippi
$439K -$438K -13,384 -50%
CL
521
COWA LLC
Oklahoma
$437K +$18.9K +578 +4%
RIA
522
Realta Investment Advisors
Delaware
$436K +$10.2K +312 +2%
BPA
523
Beacon Pointe Advisors
California
$433K -$4.32K -132 -1%
AIC
524
Ayalon Insurance Company
Israel
$432K – – –
CSPIA
525
Cary Street Partners Investment Advisory
Virginia
$427K -$45.8K -1,400 -9%
19 20
21
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