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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
526
Realta Investment Advisors
Delaware
$746K +$164K +4,744 +31%
MAM
527
Marquette Asset Management
Minnesota
$745K – – –
CBT
528
Central Bank & Trust
Kentucky
$738K +$157K +4,532 +30%
KF
529
Krilogy Financial
Missouri
$733K +$34K +980 +5%
AWA
530
Arete Wealth Advisors
Illinois
$728K -$15.5K -448 -2%
WCM
531
Windsor Capital Management
Arizona
$725K +$1.32K +38 +0.2%
TP
532
Tranquility Partners
Tennessee
$722K +$1.04K +30 +0.2%
NR
533
Newfound Research
Massachusetts
$721K +$671K +19,356 New
BPC
534
Banque Pictet & Cie
Switzerland
$711K +$38.1K +1,100 +6%
CG
535
CFO4Life Group
Texas
$711K +$662K +19,094 New
TGAM
536
TBH Global Asset Management
Tennessee
$708K – – –
CCFM
537
Clear Creek Financial Management
Washington
$706K -$190K -5,488 -22%
PWM
538
Perigon Wealth Management
California
$701K +$29.1K +838 +5%
ACA
539
Atlas Capital Advisors
Wyoming
$697K +$627K +18,094 +2,845%
VFA
540
Valeo Financial Advisors
Indiana
$697K +$82.4K +2,378 +15%
BSB
541
Bangor Savings Bank
Maine
$696K -$32.2K -928 -5%
RVPG
542
Relative Value Partners Group
$696K – – –
SCM
543
Spreng Capital Management
Ohio
$694K -$43K -1,240 -6%
WIA
544
World Investment Advisors
California
$693K +$5.34K +154 +0.8%
BDAM
545
Blue Door Asset Management
Connecticut
$680K +$633K +18,268 New
DW
546
Domani Wealth
Pennsylvania
$677K -$41.6K -1,200 -6%
PCMF
547
Private Capital Management (Florida)
Florida
$676K +$629K +18,154 New
GCMG
548
Gyroscope Capital Management Group
Florida
$674K +$48.5K +1,398 +8%
CA
549
Claro Advisors
Massachusetts
$673K – – –
EAM
550
Evanson Asset Management
California
$671K +$7.76K +224 +1%
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