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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
501
BOK Financial
Oklahoma
$502K +$526K +15,726 New
SWM
502
SeaCrest Wealth Management
New York
$501K +$46.8K +1,400 +10%
CWM
503
Chesapeake Wealth Management
Virginia
$500K +$7.49K +224 +1%
GIA
504
Gladstone Institutional Advisory
Florida
$498K +$253K +7,556 +94%
IIA
505
IPG Investment Advisors
California
$496K +$519K +15,540 New
CBT
506
Central Bank & Trust
Kentucky
$493K -$620K -18,550 -55%
DJYG
507
David J. Yvars Group
Florida
$493K -$78.7K -2,356 -13%
BCA
508
Bay Colony Advisors
Massachusetts
$489K +$4.08K +122 +0.8%
JIC
509
Johnson Investment Counsel
Ohio
$487K -$21K -628 -4%
SVWAG
510
Sound View Wealth Advisors Group
Georgia
$486K +$111K +3,310 +28%
JGUA
511
John G. Ullman & Associates
New York
$485K -$26.7K -800 -5%
AWM
512
Avitas Wealth Management
California
$484K -$5.82K -174 -1%
EIA
513
Eldridge Investment Advisors
New Hampshire
$484K – – –
PSIWM
514
Paradigm Strategies in Wealth Management
Minnesota
$484K +$668 +20 +0.1%
VFG
515
V2 Financial group
Illinois
$475K – – –
BWM
516
Birchcreek Wealth Management
Ohio
$472K -$7.82K -234 -2%
WTB
517
Washington Trust Bank
Washington
$467K – – –
SCM
518
Southport Capital Management
Tennessee
$466K -$538K -16,108 -52%
BU
519
BBVA USA
Alabama
$466K -$51.8K -1,550 -10%
LPIC
520
LeJeune Puetz Investment Counsel
Michigan
$466K – – –
GC
521
Garde Capital
Washington
$455K +$118K +3,526 +33%
TCB
522
Texas Capital Bancshares
Texas
$451K +$472K +14,122 New
WA
523
WealthTrust Axiom
Pennsylvania
$449K +$201 +6 +0%
HIIFS
524
Harel Insurance Investments & Financial Services
Israel
$447K -$3.61K -108 -0.8%
PPP
525
Private Portfolio Partners
New Jersey
$445K +$32.3K +966 +7%
19 20
21
22 23