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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
551
Waverly Advisors
Alabama
$12K +$12.2K +444 New
NL
552
NVWM LLC
Pennsylvania
$12K +$12.5K +456 New
CAL
553
Capital Analysts LLC
Pennsylvania
$11K – – –
HT
554
Heritage Trust
Oklahoma
$11K – – –
KPCM
555
Kings Point Capital Management
New York
$11K +$55 +2 +0.5%
NPP
556
New Potomac Partners
Maryland
$11K +$11K +400 New
PFGIA
557
Patriot Financial Group Insurance Agency
Massachusetts
$10K -$9.6K -350 -47%
RFA
558
Reilly Financial Advisors
California
$10K -$384 -14 -4%
MWM
559
MinichMacGregor Wealth Management
New York
$10K – – –
RFM
560
Royal Fund Management
Florida
$10K +$9.16K +334 +491%
WIM
561
Westside Investment Management
California
$8.81K – – –
SFG
562
SevenBridge Financial Group
Pennsylvania
$8K – – –
LC
563
Landaas & Company
Wisconsin
$8K +$8.39K +306 New
M
564
MOTCO
Texas
$7K – – –
WWMSC
565
Wagner Wealth Management (South Carolina)
South Carolina
$7K +$7.24K +264 New
PMFA
566
Plante Moran Financial Advisors
Michigan
$6K – – –
FCAS
567
First Command Advisory Services
Texas
$6K +$6.14K +224 New
KJWM
568
Kiley Juergens Wealth Management
Washington
$6K +$7.13K +260 New
SPI
569
Santori & Peters Inc
Pennsylvania
$6K +$7.29K +266 New
GTAM
570
Global Trust Asset Management
Florida
$5K +$5.48K +200 New
HI
571
Hudock Inc
Pennsylvania
$5K +$5.48K +200 New
AIS
572
Accurate Investment Solutions
Pennsylvania
$4K – – –
DPA
573
Delphi Private Advisors
California
$4K – – –
HS
574
Horan Securities
United States
$4K – – –
CWM
575
Catamount Wealth Management
Connecticut
$4K +$4.66K +170 New
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