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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
526
Capital Analysts LLC
Pennsylvania
$10K +$200 +8 +2%
TL
527
TrueWealth LLC
Georgia
$10K +$9.83K +394 New
FCMT
528
Founders Capital Management (Texas)
Texas
$9K -$18K -720 -68%
WIM
529
Westside Investment Management
California
$8.52K – – –
SFG
530
SevenBridge Financial Group
Pennsylvania
$8K – – –
AIP
531
Ameritas Investment Partners
Nebraska
$8K +$1.75K +70 +28%
MIM
532
Macroview Investment Management
Maryland
$8K +$6.44K +258 +478%
AWA
533
Acorn Wealth Advisors
Michigan
$8K +$7.49K +300 New
CCA
534
Clearwater Capital Advisors
Illinois
$8K +$7.64K +306 New
OPWM
535
Oak Point Wealth Management
Michigan
$7K -$1.28M -51,470 -99%
M
536
MOTCO
Texas
$7K – – –
PFGIA
537
Patriot Financial Group Insurance Agency
Massachusetts
$6K -$3.79K -152 -39%
GTAM
538
Global Trust Asset Management
Florida
$5K – – –
HI
539
Hudock Inc
Pennsylvania
$5K +$50 +2 +1%
AWM
540
AllSquare Wealth Management
New York
$5K +$4.99K +200 New
LWS
541
Lucia Wealth Services
California
$5K +$4.99K +200 New
DPA
542
Delphi Private Advisors
California
$4K -$399 -16 -9%
HS
543
Horan Securities
United States
$4K – – –
AIS
544
Accurate Investment Solutions
Pennsylvania
$4K +$50 +2 +1%
SWP
545
Strategic Wealth Partners
Ohio
$4K +$1.9K +76 +119%
MCWS
546
McKinley Carter Wealth Services
West Virginia
$3K +$2.5K +100 New
RIA
547
RPG Investment Advisory
California
$3K +$2.5K +100 New
PCM
548
Princeton Capital Management
New Jersey
$3K +$2.75K +110 New
RFM
549
Royal Fund Management
Florida
$2K -$7.89K -316 -79%
TAIM
550
TD Ameritrade Investment Management
Nebraska
$2K -$200 -8 -8%
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