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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
VFG
526
V2 Financial group
Illinois
$449K +$454K +14,334 New
MAM
527
MMA Asset Management
Pennsylvania
$448K +$452K +14,280 New
TFS
528
Thoroughbred Financial Services
Tennessee
$443K +$447K +14,132 New
LK
529
Lumbard & Kellner
New Hampshire
$441K +$445K +14,070 New
BWM
530
Birchcreek Wealth Management
Ohio
$440K +$444K +14,038 New
JGUA
531
John G. Ullman & Associates
New York
$439K +$152K +4,800 +52%
JCM
532
Jacobi Capital Management
Pennsylvania
$436K +$280K +8,834 +174%
CWM
533
Chesapeake Wealth Management
Virginia
$435K +$2.09K +66 +0.5%
RFWA
534
RPg Family Wealth Advisory
Massachusetts
$429K +$316 +10 +0.1%
CT
535
Caldwell Trust
Florida
$421K – – –
IFWM
536
Institute for Wealth Management
Colorado
$420K -$163K -5,150 -28%
CC
537
Courier Capital
New York
$418K – – –
SC
538
Stolper & Co
Oklahoma
$416K -$7.28K -230 -2%
WA
539
WealthTrust Axiom
Pennsylvania
$414K +$190 +6 +0%
WA
540
Wambolt & Associates
Colorado
$413K -$11.1K -350 -3%
BBA
541
BLB&B Advisors
Pennsylvania
$411K – – –
CF
542
Centaurus Financial
California
$409K -$49.4K -1,560 -11%
MC
543
Matisse Capital
Oregon
$407K -$345K -10,900 -46%
GCMG
544
Gyroscope Capital Management Group
Florida
$405K -$12.8K -406 -3%
AWS
545
Arkfeld Wealth Strategies
Nebraska
$405K +$29.9K +946 +8%
RIA
546
Realta Investment Advisors
Delaware
$395K +$51.1K +1,614 +15%
CWM
547
Cedar Wealth Management
California
$390K -$6.39K -202 -2%
SP
548
Successful Portfolios
Florida
$389K +$25.3K +800 +7%
VFA
549
Valeo Financial Advisors
Indiana
$385K -$39.5K -1,248 -9%
TP
550
Tranquility Partners
Tennessee
$384K -$44.1K -1,394 -10%
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